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Sales Kit for Level Funded Plans

Blue Balance Funded℠ for Groups 10-150

Check out our new sales kit below with everything you need to market, quote and enroll your group client in a level funded plan.
Want to use the legacy microsite instead? Go there now.

Get the Portfolio

Steps for New Sales

Utilize Helpful Tools & Resources

Download Summaries of Benefits & Coverage

Check Eligibility

Review this Eligibility Checklist  to make sure your client meets requirements

Develop a Quote

Use the "Quote a Group" eSales tool in your Blue Access for Producers account. The quoting tool allows you to create quotes for our fully- and self-funded small group plans.

Quoting Tool User Guide

Review Regulatory Events

Annual regulatory forms, reporting and requirements

Get New Sales Forms

Go to Form Finder. Click on Small Group from the left menu. Look for the following. Work with your general agent or sales account executive on the documentation necessary.

Benefit Program Application (BPA)
Employer application for group coverage.

Employer Group Information (EGI)
Submit required documentation on group size, MSP and COBRA status.

Request For Proposal Form
Get the RFP Request Form and complete it.

 

Submit an Enrollment Request

Smart Census Import Tool

Use the Smart Census Import tool to upload member enrollment

Log in to your account.

Review the Smart Census Import Tool User Guide  for to enroll groups in Blue Balance Funded plans.

 

Marketing Materials

Member Materials

Get Support

Need Help?

If you need help and work with a General Agent, contact them first. They likely have the answers you need and the ability to respond quickly. For other lines of support, here's a comprehensive list of contacts for all your renewal and service questions. 

Contact Us