New CalHEERS Agency Portal from Covered California

To keep up with agents’ demands, Covered California is gearing up to roll out a California Healthcare Eligibility, Enrollment and Retention System (CalHEERS) Agency Portal!

This new portal will include a new “Agency Manager” feature, allowing for more agency oversight and easier accessibility for brokers. Every agent will now be categorized under an associated agency. This includes independent agents, who will be listed as an “Agency of One.”

Also, keep an eye out for the new “Agency” and “Non-Monetary” Agreements, which must be signed to keep up with the new portal’s advancements:

  • The Agency Agreement must be filled out by individual agents and managers of agencies responsible for submitting business to Covered California. Agencies with 2 or more agents who write business under the same Tax ID must select an Agency Manager. The agent selected will oversee all business carried out by brokers in their agency. Agency Managers must be certified and licensed insurance agents.
  • The Non-Monetary Agreement is to be signed by agents employed by an agency. This is a standard agreement designed to ensure they meet their contractual obligations with Covered California.

To download more information on Covered California's portal changes, click here.


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