Training and Certification Steps for Agencies of One or More

Follow the five easy steps below to become certified with Covered California as an agency of one or more.

Step 1: Create an Account on CoveredCA.com

  • The agency manager will create an agency account on CoveredCA.com.
    • Bookmark the URL and create a username, password and PIN.
  • Bookmark the URL and create a username, password and PIN.
  • Complete the agency and agency manager profile.
  • Allow three to five business days for Covered California to validate your license with the California Department of Insurance.
  • The agency and agency manager status is now set to “pending.”
  • You will receive an email from Covered California’s Learning Management System (LMS) with login information to access the Certified Insurance Agent Training Certification.

Step 2: Complete Online Training Through the Learning Management System

  • Log in to the Learning Management System and select the Covered California Certified Insurance Agent Training, located under “Upcoming Learning.” Complete all online training and certification exams.
    • Please note: Your Learning Management System username and password are separate from your Covered California account username and password.
  • Once you complete the online courses, select the “Agent Certification Exam” and then “Access Item” and proceed to the exam.

Step 3: Pass the Training Certification Exam

  • You will be notified immediately whether you pass or fail after completing the exam.
    • A passing score of 80 percent or better is required to move forward in the certification process.
    • You may take the exam up to three times. If you do not pass the exam after three attempts, you must retake the entire certification curriculum from the beginning.

Step 4: Submit Payment and Agency Agreement DocuSign Forms to Covered California

  • Within seven to 10 business days after you pass the certification exam, you will receive an email from DocuSign with instructions to sign and submit the Agency Agreement via DocuSign, pay the California Department of Insurance Endorsement Fee, upload the E&O Certificate, review and sign the Payee Data Form 204 and STD 213, and complete Voter Registration Training.
  • Allow seven to 10 business days for the final paperwork to be processed. You will be notified of your certification status, provided there is no missing information or errors in your paperwork.

Step 5: Finalize the Account-Creation Process Once Your Agency Manager Status Is Changed to “Certified”

  • To finalize the agency account-creation process, agents must log in using their new username and password once Covered California updates their status to “certified.”
    • This allows the agency manager to be found on the “Find Local Help” page on CoveredCA.com.
  • Your profile is now public on the Covered California website, and you are now permitted to assist and enroll employers, individuals and families seeking health insurance through Covered California.

Note: You must also be appointed directly with the Covered California health, dental and vision insurance companies.

Check off steps on the agency certification checklist (PDF).