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.
Steps for New Sales
Utilize Helpful Tools & Resources
Small Group Policy Documents
See plan booklet samples for all our Small Group Plans.
Summaries of Benefits & Coverage
Benefit Changes
Regulatory Events
Annual regulatory forms, reporting and requirements
Develop a Quote
Small Group Portfolios
Check out our product porfolios for an overview of our small group benefit plan options.
Access e-Sales Tool
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 plans.
Looking for Blue Balance FundedSM?
Get infomraton on our level-funded plans.
Get Sales Forms
Go to Form Finder. Click on Small Group from the left menu.
Access the Benefit Program Application (BPA) Amendment for an employer application for group coverage.
Submit an Enrollment Request
Smart Census Import Tool
Upload member enrollment, submit premiums, respond to requests and more.
Log in to your Blue Access for Producers account.
Use the Smart Census Import Tool guide for step-by-step instructions.
Steps for Renewals
Track Key Due Dates
Paperwork Deadlines
Find upcoming due dates for renewals, anniversary date, off-cycle and billing changes.
Utilize Helpful Tools & Resources
Small Group Benefit Changes
Small Group Policy Documents
Summaries of Benefits & Coverage
Tier 1 Report
Aggregate paid claims vs. premiums
Job Aid
Regulatory Events
Annual regulatory forms, reporting and requirements
Get Renewal Forms
Go to Form Finder. Click on Small Group from the left menu. You'll need to complete the following:
Benefit Program Application (BPA) Amendment
Use this to amend the original BPA:
- Adding new plans and keeping current ones
- Membership changes
Membership Application
Submit Your Changes
Request Center
Access the Request Center via your 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.