Client education resources
Share these resources with your clients to help them better understand the healthcare market, their plan benefits and how to use available tools and resources.
First-time clients
Clients who purchase a health plan for the first time often need help understanding how to use it. Share these informational flyers and videos with your current and prospective Blue Shield clients to help them get the most from their health plan and assist them in their efforts to reduce their costs.
Interested in an email template to share them with your clients? Scroll below.
| Topic | Flyer/Video links |
|---|---|
| Quick Start Guide Flyer: Information for your client new to Blue Shield, before their plan's effective date | English (PDF, 404 KB) |
| HealthCare 101 | English (PDF, 1.6 MB) |
| Registration and navigation | Video: English / Spanish / Mandarin |
| Pay your bill/Set autopay | Video: English / Spanish |
| Ways to Get Your ID Card | Video: English / Spanish |
| Select/Change a Doctor | Video: English / Spanish |
| View/Submit a claim | Video: English |
| How to renew a plan | Video: English / Spanish |
| Pharmacy tools | Video: English |
Email Templates
Download these email templates to easily personalize and share with your clients and help them make the most of their Blue Shield medical plan. The word document automatically downloads when you click the link, so find them in your downloads folder. The pdf will open in the browser, but might have formatting issues when you copy/paste into the body of your email.
| Email Template Topic | Link |
|---|---|
| Annual Check-up Reminder | PDF/Word |
| Bill Pay - Easy ways to Pay | PDF/Word |
| Binder Payment Reminder | PDF/Word |
| Claims - Review/Submit | PDF/Word |
| ID Card - How to get them | PDF/Word |
| PCP Change | PDF/Word |
| Online Account - Set-up & Registration | PDF/Word |
| Video Series - Share the entire "How to" Video series | PDF/Word |
Treatment cost estimator
Your PPO and Trio HMO members can use our Treatment Cost Estimator to budget and plan for future healthcare expenses. They can compare more than 1,600 medical treatments and services at various facilities.
This tool is available on your clients' dashboards in their online accounts.
