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Small Group Sales & Renewal 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 New 2026 Portfolio

Steps for New Sales

Utilize Helpful Tools & Resources

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

Summaries of Benefits & Coverage

Quote Checklist
Small Group Checklist

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 


Quoting User Guide
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-insured and self-funded small group plans.

Small Group Quoting Tool User Guide


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

3. Texas Supplemental Employment Verification (TSEV)
New hires not on the group's TWC report yet? List them here.

4. HMO Disclosure — Optional
Included within the new group BPA — only complete this section if you've sold HMO plans.

 

Submit an Enrollment Request

Smart Census Import Tool

Upload member enrollment, submit premiums, respond to requests and more.

After logging in to your account, click Group > Enroll a Group > Mid-Market Group Enrollment. Instructions are on the e-Sales tools page in your Blue Access for Producers account.

Smart Census Import Tool Guide

Steps for Renewals

Track Key Due Dates

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

COMING SOON: Review 2026 Due Dates
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

Tier 1 Report
Aggregate paid claims vs. premiums

Regulatory Events

Get Renewal Forms

Go to Form Finder. Click on Small Group from the left menu. Complete the following only if you are making benefit plan changes at renewal (applies to ACA groups only):

1. Benefit Program Application (BPA) Amendment
Use this to amend the original BPA:

  • Adding new plans and keeping current ones
  • Membership changes

2. Texas Department of Insurance Required Disclosure Notice
Only required when you add new HMO plans for the first time.

3. Membership Application

 

Submit Your Changes

Request Center
Access the Request Center via your BAP account to update plan selections.

Need help?

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

Blue Advantage HMO℠ Sales and Marketing Tools

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