Sales Kit for Level Funded Plans
Blue Balance Funded℠ for Groups 10-50 in 2025 and 5-50 in 2026
Whether it's to quote, enroll or renew, your sales and renewal 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
Summaries of Benefits & Coverage
Is Your Group Eligible?
Use this Blue Balance Funded eligibility checklist before quoting.
Checklist
Legacy Sales & Renewal Kit Microsite
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
Paperwork Deadlines
Find upcoming due dates for renewals, anniversary date, off-cycle and billing changes.
Review 2025 Due Dates
Legacy Sales & Renewal Kit Microsite
Legacy Site
Reminder
If an existing group qualifies for a Blue Balance Funded proposal, the proposal will only be available in Blue Access for Producers. It will not be posted to Blue Access for Employers. This allows producers an opportunity to adjust commissions prior to group discussions.
Get Forms for Renewals through October 2025
Go to Form Finder. Click on Small Group from the left menu. You'll need to complete the following:
- Benefit Program Application
- Stop Loss Application and Policy
- Administrative Services Agreement
- Business Associate Agreement
Get Forms for Renewals starting in November 2025
For renewals starting in November 2025, a Plan Selection Form is part of the renewal packet. To renew a Blue Balance Funded group, return the following to the Small Group Account Management Team:
- The entire renewal exhibit
- Signed Plan Selection Form
- Stop Loss Application and Policy
Submit Your Changes
Renewal Submission Steps
Submit Blue Balance Funded renewal paperwork directly to the BCBSTX Small Group Account Management Team.
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.
Marketing Materials
Blue Advantage HMO℠ Tools
- Statewide Access
- Coverage Fliers
- Member Fliers
