Sales Kit for Level Funded Plans
Blue Balance Funded℠ for Groups 10-50
Check out our new sales kit below with everything you need to market, quote and enroll your group client in a level funded plan.
Steps for New Sales
Utilize Helpful Tools & Resources
Summaries of Benefits & Coverage
Is Your Group Eligible?
Use this Blue Balance Funded eligibility checklist before quoting.
Checklist
Regulatory Events
Annual regulatory forms, reporting and requirements
Legacy Site
Legacy Site
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.
Small Group Quoting Tool User Guide
Gather Documentation
Go to Form Finder and work with your sales account executive to gather the following:
Benefit Program Application (BPA)
Business Associate Agreement (BAA)
Employer Group Information (EGI)
Administrative Service Agreement (ASA)
Stop-Loss Coverage Policy and Application
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 > Blue Balance Funded Group Enrollment. Instructions are on the e-Sales tools page.
Steps for Renewals
Utilize Helpful Tools & Resources
Regulatory Events
Annual regulatory forms and reporting requirements
Paperwork Deadlines
Find upcoming due dates for renewals, anniversary date, off-cycle and billing changes.
Review 2025 Due Dates
Legacy Site
Legacy Site
Get Renewal 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) 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.
Marketing Materials
Blue Advantage HMO℠ Tools
- Statewide Access
- Coverage Fliers
- Member Fliers
