Historical – How to delegate an agent

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

15 Ways we can help you  ♦  Why have an Agent?  ♦  Privacy   ♦  Home Page  ♦  Complimentary Quotes & Subsidy Calculation

First Go to CoveredCA.com/

Instructions from Covered CA Rev 9.2016  * Even more detail

If these instructions are too complex  just email us your user name & password and we will do it.
You can also call Covered CA 1-800-787-6921 and they will do it.

Covered CA Certified Agent

 

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

Account Log in
Log into your account

.

Find this link In the upper right corner

 

get help find agent
Get Help – Drop Down Menu – Find Agent
.

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Upper Right - Main Covered CA Website
Upper Right – Main Covered CA Website – You must be logged in to appoint us.  NO Charge!

 

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

 

Click Manage Delegates to deselect your current agent
Click Manage Delegates to deselect your current agent

 

Select on the radio button then click remove - then go to the agent search
Select on the radio button then click remove – then go to the agent search

 

Do it by phone - Call Center
Do it by phone – Call Center – (800) 300-1506 or email your user name and password and we will do it

email your user name and password

 

Agent of Record

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

Related Pages  Covered CA – Certified Agent section

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