How to Select Steve Shorr Insurance as your Covered CA Certified Agent
to help you at NO Additional Charge!

Steve Shorr - Covered CA Certified Agent -
Appoint Us - Instructions 
No Charge for Complementary Year Around Service -
Same price as Covered CA or Direct with Insurance Company
Steve Shorr - Covered CA Certified Agent

Video on how great agents are

First Go to CoveredCA.com

Unfortuantley,  it’s quote confusing to appoint an agent!  If all else fails, just send us your user name & password and we will do it.

Email from Covered CA dated June 20, 2019

At this time an agent delegation can only by completed by any of the following ways:

  1. If the member has access to their account dashboard they can log into their account and assign you as the agent of record.
  2. The member can contact the Member Service Center at 1-800-300-1506 and request to assign you as their agent of record.
  3. As the agent you can contact the Agent Service Center at 877-453-9198 with the primary contact in a conference call or in person and you can be assisted with the agent delegation. 

12.2018  Covered CA Bulletin Update

locate “Find Local Help” in the application header:

  • From the CalHEERS – Covered CA homepage, select ” More Actions” located at the bottom of the page
  • Click the “Manage Delegates” link

The “Manage Delegate” link allows consumers to access “Get Help” where they can click “Find Local Help” to delegate a Certified Insurance Agent.  See new screen shots

Policy Statement for Agent Changes

 

Then, use Covered CA  instructions immediatley below or ours below that.

Covered CA Instructions to appoint us as your agent or use ours below
Covered CA Instructions to appoint us as your agent or use ours below

If Covered CA’s instructions above or ours below are too complex  just email us [email protected]   your user name & password and we will do it.
You can also call Covered CA 1-800-787-6921 and they will do it.

Account Log in
Log into your account
Find this link In the upper right corner

 

 

Click on Find Agents

 

 

To find and appoint us, just put our name

 

 

Put in Steve Shorr – if my name doesn’t come up, set distance to ANY

 

This is how our information should look

 

 

 

Our info comes up

Click on Steve Shorr for more detail

 

Check all 3 boxes so Covered CA knows that you understand your rights & benefits

 

Process has been completed and we can accept you as a client and start working for you

When you see this screen, everything has been completed.

We can go into our Covered CA Agent Portal and accept you as a client.

 

 

Error Message if you already have an agent
Error Message if you already have an agent

 

 

 

email your user name and password  [email protected]

 

Screen shots dated 9.26.2017

Click to enlarge
   

 

Agent of Record

Procedures to change agent with each
Insurance Company –
besides the change with Covered CA

What happens if a member accidentally submits an enrollment without naming the agent that assisted them. Will they be able to choose an agent after enrollment?

Yes, a consumer can attach an agent at any time. Please view our agent delegation instructions on our agent page.

What is the Policy for Changing Agent of Record?

Individual: Click here for the Individual Marketplace Delegation and Delegation Change Request Policy.

Click here for the Individual Marketplace Agent of Record Transmittal Form.

Covered California for Small Business: Click here for the Covered California for Small Business Agent of Record Policy. Click here for the Covered California for Small Business Agent of Record Transmittal Form.

insure me kevin.com

Mark Harris Agent Instructions

Official Covered CA Agent Delegation Instructions

Instructions from Covered CA Rev 9.2016

Related Pages  Covered CA – Certified Agent section

Procedures to change agent with each Insurance Company – besides the change with Covered CA

 

 

Guaranteed Issue - No Pre X Clause - Quote & Subsidy Calculation - No charge for our complementary services - If not in CA click here for Nationwide Quotes
Guaranteed Issue - No Pre X Clause - Quote & Subsidy Calculation - No charge for our complementary services - If not in CA click here for Nationwide Quotes 

 

 

5 comments on “Covered CA Agent Appointment Instructions

  1. What does it mean to appoint you as my agent so that you can help me with a MAJOR problem, in that I’ve been cancelled for non-payment of premium.

    Will I still be able to call Covered CA and access my account, anytime?

    Is an agent the SOLE representer on my behalf?

    • First off, it means we might be able to get the measly $50 renewal commission from Kaiser for doing maybe $500 worth of work, trying to get you reinstated when it’s alleged you didn’t pay your premiums, which is NOT allowed under ACA – Obamacare.

      Yes, you can still access your Covered CA account 24/7 and you can call Covered CA anytime. We do ask that you not duplicate efforts. That is, if you ask us to do something and we are working on it, that you not call Covered CA or Kaiser and ask them to do the same thing. Too many cooks spoil the soup.

      Have you seen our biography?

      10 reasons to use us, rather than Covered CA direct?

      Congressional Findings on the value of an agent?

  2. So I live with my sister and her fiancee. We all work and pay for our own things.

    Am I considered my own household?

    Or are we a three person household?

    Or how does that work

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