Sales Kit for Level Funded Plans
Blue Balance Funded℠ for Groups 10-150
Whether it's to market, quote or enroll, your sales kit for level funded plans has the materials you need and the steps to get it done.
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.
Review Regulatory Events
Annual regulatory forms, reporting and
requirements
Legacy Site
Legacy Site
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.