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Sales Kit for Level Funded Plans

Blue Balance Funded℠ for Groups 5-150

Get the steps and materials you need to get started on offering your group clients a level-funded plan from Blue Cross and Blue Shield of Illinois.

Get the 2026 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

    Review Deadlines
    For quoting and enrollment deadlines, see page 2 of the Eligibility Checklist .

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

    Get Help
    If your client has 5-50 employees, use the Quoting Tool User Guide  for Blue Balance Funded quoting steps. If your client has more than 50 employees, contact your BCBSIL Sales Executive or General Agent to learn more about your Blue Balance Funded quoting options.

    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.

     

    Steps for Renewals: 5-50 Employees

    Helpful Tips

    Paperwork Deadlines
    Find upcoming due dates for renewals, anniversary date, off-cycle and billing changes:
    Review 2026 Due Dates

    Reminder
    If an existing group qualifies for a Blue Balance Funded proposal, the proposal will only be available in your producer account. It will not be posted to Blue Access for Employers. This allows producers an opportunity to adjust commissions prior to group discussions.

    Renewal Steps

    All Digital Experience
    All renewal steps are 100% digital via Docusign. This is true if your client is:

    • Renewing from Blue Balance Funded
    • Transitioning from fully insured

    Submit via Request Center
    Send renewal submissions via the Request Center at least 30 calendar days prior to the renewal date.

    OPTY ID
    Get the Opty ID for each renewal. It's in the upper-left corner of the renewal or proposal, just below the account number.

     

     

     

     

    Submit Membership Changes

    Membership Message Center
    Use the message center in Blue Access for Employers to submit membership applications, enroll new members in existing plans and update existing member information.

    Steps for Renewals: 51-150 Employees

    For renewing group clients with 51-150 employees, please contact your BCBSIL Account Executive. This is true if your client is:

    • Renewing from Blue Balance Funded
    • Transitioning from fully insured

    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