Become a Certified Insurance Agent

Being a Covered California Certified Insurance Agent means you are at the forefront of the effort to make affordable health insurance for all Californians a reality. Insurance agents can become certified with Covered California once they complete all requirements of the certification process. There are two categories of agents, explained in detail below, which have different requirements for certification.

Agencies of One or More

The agency’s authorized signer or the agency manager must sign the Agency Agreement (PDF). Every agency must designate an agency manager. The agency manager is responsible for all business submitted to Covered California and the management of all agents using that agency’s federal tax identification number. Current independent agents are required to sign the Agency Agreement because they are identified as an agency of one and will be designated as the agency manager.

Agency managers must complete the certification process and submit additional forms to become certified. Visit the Agency Manager Toolkit and access the Agency Certification Onboarding Task Guide for more information.

Agents Working for an Agency

Agents who are employed by agencies must sign the Non-Monetary Agreement (PDF) in order to associate them with that agency and to ensure the agent meets his or her contractual obligations with Covered California. No information will be collected for commission-payment purposes.

Agents must also complete the certification process and submit additional forms to become certified. Visit the Agency Manager Toolkit and access the Downline Agent Onboarding Guide for more information.