Skip to main content

Small Group Sales Kit

Fully Insured Metallic Plans for Groups of 1-50

Our sales and renewal kit includes the steps and materials you need to complete quoting, enrolling and renewing tasks for metallic ACA plans.

Get the 2026 Portfolio

Steps for New Sales

Utilize Helpful Tools & Resources

Small Group Policy Documents
See plan booklets for all our Small Group Plans.

Summaries of Benefits & Coverage

Regulatory Events
Annual regulatory forms, reporting and requirements

Legacy Sales & Renewal Kit Microsite
Legacy Site

Develop a Quote

Small Group Portfolios
Check out our product portfolios for an overview of our small group benefit plan options.

Plan Year 2026 Portfolio
Plan Year 2025 Portfolio

 

Looking for Blue Balance Funded℠?
Get information on our level-funded plans and corresponding sales and renewal kit.

 

Get New Sales Forms

Go to Form Finder. Click on Small Group from the left menu. You'll need to complete the following:

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

2. Benefit Plan Selection form (BPS)
Choose medical, dental and life plans.
Consumer Directed Health Accounts Set-Up Guide

3. Employer Group Information form
Collect required documentation on group size, MSP and COBRA status.

4. Quick TIP
Expedite enrollment - upload membership data directly to the ACA/Small Group Enrollment Tool.

Submit an Enrollment Request

Ready to enroll? You can do it all with the ACA Small Group Enrollment tool.

  • Upload member enrollment
  • Submit the group’s initial premiums.
  • Route enrollment to our reviewers and respond in real-time to requests for more information.

User Guide: Smart Reference Import Tool - Fully Insured

User Guide: Smart Reference Import Tool - BBF 

Steps for Renewals

Track Key Due Dates

Paperwork Deadlines
Find upcoming due dates for renewals, anniversary date, off-cycle and billing changes.
Review 2025 Due Dates

Utilize Helpful Tools & Resources

Small Group Benefit Changes

Small Group Policy Documents
See plan booklets for our Small Group Plans.

Summaries of Benefits and Coverage

Regulatory Events

Legacy Sales & Renewal Kit Microsite
Legacy Site

Get Renewal Forms

Go to Form Finder. Click on Small Group from the left menu.

Benefit Plan Selection form (BPS)
Change, add or renew medical, dental and life plans. A BPS isn’t needed if a group renews without changes.

Benefit Program Application (BPA)
Use a BPA to update eligibility requirements or change premium periods.

Small Group Billing Method form
Submit a Small Group Billing Method Form for groups that are changing their billing method and have no other product or administrative changes. Get more details in our Small Group Billing Preferences Guide and FAQ.

Group Enrollment Application/change Form
Enroll new members or update existing memberships and plan selections.

Submit Your Changes

Renewal Paperwork: Request Center
Access the Request Center via your account to update plan selections for your group clients. Need help?

Membership Applications: Membership Message Center
Use the message center to submit membership applications, enroll new members in existing plans and update existing member information.

 

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