Important updates to Blue Shield’s Employer Enrollment Tool

Based on your feedback and Blue Shield's continued effort to improve their technology and your experience, they have some exciting enhancements in the works for their Employer Enrollment Tool.

To implement these updates, please do not access the tool from 8 p.m. on September 2 to 6 p.m. on September 3.

Here’s what’s changing as of September 3:

Agency-level book of business migration

• Click on the My Groups navigation link to view groups enrolled with your tax ID
• You will have view-only access to all of your Small group and Core client accounts and contracts
• Groups have been migrated into the Employer Enrollment Tool as a pre-step for upcoming benefits management features
• Historical enrollment data has been limited to groups active on or after January 2021 as to not overwhelm book of business rosters in the tool. If you need information on a group before January 2021, reach out to your Blue Shield support team

Enhanced sharing within your agency

• Previously, to view and edit an enrollment you needed to be the one to create application
• Now, in alignment with the Account Management Tool you are able to manage how your agency views and edits enrollment applications

The Account Management Tool roles fit into three categories for the enrollment tool

• Creators (owners) of an application will continue to have read and edit access
• Primary agents, sub agent, and sales agent roles will have read only access to all enrollment records created by other users using the same agency tax ID
• Support staff and administrators will have read and edit access to all enrollment records created using the agency tax ID