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 are 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 Covered California University's Learning Management System (LMS)

• Log in to the Learning Management System and select the Agency Manager Certification, located under “My Courses” within the “Certification/Recertification” folder. Complete all online training courses within the curriculum.
  • Please note: Your LMS username and password are different from your Covered California account username and password. Your username for LMS is your email address. Also, our recommended browsers are Mozilla Firefox or Google Chrome.
• Once you complete the online courses, select the "Agency Manager Certification Exam" and proceed to the exam. After completing the exam, you will be notified immediately whether you passed or failed the exam.
  • A passing score of 80 percent or better is required to move forward in the certification process.
  • You have three attempts to take the exam.

Step 3: Submit Payment

• Within three to five business days after you pass the certification exam, you will receive an email from DocuSign® containing an envelope to pay the California Department of Insurance Endorsement Fee. Payments received are non-refundable.

Step 4: Agency Agreement DocuSign Forms to Covered California

• Within three to five business days after your payment has been submitted, you will receive your Agency Agreement via DocuSign®. Within the Agency Agreement, you must upload your Errors & Omissions (E&O) Certificate, review and sign Exhibits A-F, the Payee Data Form STD 204 and STD 213, and complete the 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 you to be found on the “Agent Finder” 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 establish and remain properly appointed directly with all the applicable carriers to avoid commission issues while you are certified with Covered California. Please use the link below for information on how to contact the carriers:

Covered California Health, Dental and Vision Insurance companies.

We have created a checklist to assist you with our onboarding process:

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