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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.
Want to use the legacy microsite instead? Go there now.

Get the Portfolio

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

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

Blue Balance Funded Quoting Quick Start  

Blue Balance Funded Request for Proposal

Gather Documentation

Go to Form Finder. You'll need to complete the following:

1. Benefit Program Application (BPA)
Complete the small employer benefit program application

2. Business Associate Agreement (BAA)
NOT FOUND IN FORM FINDER

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

4. Administrative Service Agreement (ASA)
NOT FOUND IN FORM FINDER

5. Stop-Loss Coverage Policy and Application
Where is this?

6. Employee Enrollment Application / Census - Is this the Average Employee Count (AEC) Form?
https://www.bcbstx.com/docs/forms/group/tx/average-employee-count-form-tx-2025.pdf 

You'll also need from the emlployer proof of wages and proof of business

 

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.

Smart Census Import Tool User Guide

Steps for Renewals

Track Key Due Dates

Paperwork Deadlines
Find upcoming due dates for renewals, anniversary date, off-cycle and billing changes.
Review 2025 Due Dates

Utilize Helpful Tools & Resources

Regulatory Events

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.

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.

Marketing Materials

Blue Advantage HMO℠ 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