Training and Certification Steps 

Follow the easy steps below to become certified with Covered California for Small Business (CCSB).

Step 1: Apply to Become a CCSB Certified Insurance Agent

Apply now to begin the CCSB certification process to provide your information to Covered California. After you submit the application, allow approximately one business day for Covered California to validate your license with the California Department of Insurance. Following validation of your license, you will receive an email from Covered California University with login information to access the CCSB Certified Insurance Agent Training.

Step 2: Complete Online Training

Log in to Covered California’s online training to access the CCSB Certified Insurance Agent Training. Select “Covered California for Small Business Certification,” located under “My Courses.” CCSB certification training can be found in the Certification Courses/Curriculum’s 2017-2018 Certification folder. To launch the training, click on “2018 Covered California for Small Business Certification Training.” The training takes about one hour, and upon completion you will be able to print a certificate of completion for your records.

Step 3: Submit Payment and CCSB Agreement DocuSign Forms to Covered California

Approximately two business days after completion of the training, you will receive an email from DocuSign with instructions to sign and submit the CCSB Agreement via DocuSign and pay the California Department of Insurance endorsement fee. Covered California requires every agency to designate a person within the agency to act as an agency manager. This person must be licensed and will have access to the agency’s full book of business. Agency managers or authorized signers, or both, will also be required to upload the errors and omissions (E&O) certificate and review and sign the Payee Data Form 204 and STD 213. Please allow three to five business days for the final paperwork to be processed by Covered California.

Step 4: Certification Status

Once Covered California processes the final paperwork, an email notification will be sent indicating you are certified. Begin enrolling California small businesses in group plans.

The Role of an Agency Manager

Covered California requires every agency to designate a person within the agency to act as an agency manager. This person must be licensed and will be able to manage the agency’s full book of business. If you are an independent agent and have no other agents writing business for the benefit of your agency, you will be automatically designated as the agency manager.

Responsibility of the Agency Manager

Agency managers act in an administrative and operational role for the agency and must be a certified and licensed insurance agent. They are responsible for all business submitted to CCSB and the management of all agents using that agency’s tax ID. The CCSB Agency Agreement is to be completed by the designated agency manager. If the agency manager does not have the authority to sign on behalf of the agency, Covered California for Small Business requires an authorized signer to complete the agreement, in addition to the agency manager.