Client Support Resources
As a CCSB certified agent, you can use this page to find employer and employee forms, enrollment and renewal guides, and support paths for your small business clients — all in one place.
Support For Every Client Need
Use the resources below to find the right form, guide or support path for your client's situation. If you have a question that forms and guides don't answer, the CCSB Service Center is available to help.
- Employer Forms and Applications
Employer applications, submission deadlines, employer change requests and administrative forms for plan sponsors managing their CCSB group insurance. - Employee Forms and Insurance Support
Employee enrollment and change request forms, COBRA materials and member ID card guidance for employees covered under a CCSB group plan. - Enrollment and Eligibility Guide (PDF)
Step-by-step guides for navigating the MyCCSB portal, understanding employer eligibility and completing new business enrollment. - Renewal User Guide (PDF)
Renewal guide and process support for agents helping employer groups through their annual CCSB renewal. - Book of Business Transfer Form (PDF)
Transfer your CCSB book of business to another licensed agent or agency. - Complaint Form (PDF)
Complaint form for agents and agencies. - MyCCSB Portal Support (PDF)
Agent user guide for the MyCCSB Enrollment Online Portal, including how to manage group enrollment and update employee information online.
Get Support
The CCSB Service Center is available to support agents with general questions, sales support and commission inquiries.
More Ways to Support Your Clients
Point clients to the right next step, from reviewing plan options to completing enrollment.