Employer enrollment platform resources

Make enrollment changes with confidence with the Employer Enrollment Tool

Guides and checklists

Enrollments not supported digitally

While most enrollments can be processed online through EET, there are a few scenarios that still require an application.

  • Reinstate a group
  • Anniversary date change
  • Add or edit dual waiting period
  • Add or edit subgroup
  • Enroll court-ordered dependent
  • Edit canceled subscriber information (address, demographics) after the reinstatement period ends While most enrollments can be
  • Submit Over-age dependent exception forms

Streamlined renewal and maintenance eligibility with the Employer Enrollment Tool

SBM (1-100) Renewal Eligibility – Who can renew?

A group with an existing Blue Shield group health service contract is eligible for guaranteed renewal if:

  • It is a group of one or more common-law employees;
  • It has made all required premium payments
  • Neither it not its employees or dependents have committed fraud or misrepresentation;
  • It maintains the required 51% of its employees (full-time and full-time equivalent) in California;
  • It continues to meet participation and contribution requirements; and
  • It has otherwise maintained small group eligibility

Read the Underwriting Guidelines for all enrollment eligibility rules

Middle Markets (100+) Maintenance Eligibility

Electric Data Interchanges and the Employer Enrollment Tool can be used together.

We recommend using the enrollment tool while your EDI connection is being set up, or for access to care enrollments.

The EDI file is the source of truth and will overwrite changes only made to the Employer Enrollment Tool, and we will not allow open enrollment changes in the enrollment tool if you also use an EDI file

Explore documents, videos, and links to help you with quotes and enrollments.

Navigation help

Access links under the Small Business and Large Group navigation will route you to the same homepage in EET

New group enrollment

Enrollment begins on Employer Information with the collection of basic group info (name, address, # of enrolling, etc.)

Benefits Management 

Member-level changes

To initiate a member maintenance record change, find the group and then the member. Navigate to the Group Account page and click on the Member Roster tab. The tab displays the current contract period employees. Select an employee from the roster by clicking on the name.

Group-level changes

To begin a maintenance record change, select your company. Click on the blue account name to open the account record page. The account record page displays information regarding your company. This is the launch point for all group and member transactions. The screen is split up into different sections and tabs to organize the group’s information. Click through the tabs and sections to view the current information on file.

Small business renewal resources

View real-time renewals

View your client's coverage and offerings before making renewal changes for both group and member level renewal changes.

This information is updated real time as changes occurring in EET or other channels are submitted and processed by Blue Shield.

You can also view the renewal information and decide to not make changes and exit out of the workflow by clicking on Cancel.

© California Physicians' Service DBA Blue Shield of California 1999-2025. All rights reserved. California Physicians’ Service DBA Blue Shield of California is an independent member of the Blue Shield Association. Health insurance products are offered by Blue Shield of California Life & Health Insurance Company. Health plans are offered by Blue Shield of California.

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