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Docusign Guidance for Level-Funded Renewals

May 20, 2026

Applies to Level-Funded Small Groups

Small Group Blue Balance Funded℠ renewals utilize Docusign, a platform that streamlines the processing and management of electronic agreements. The following tips will aid you in getting through the DocuSign process.
 

1. Once you submit a Blue Balance Funded renewal submission, what’s next? 

You’ll receive an email notification from Docusign to view. Please double-check all the information and make corrections as needed, checking selected plan(s) carefully. Note: Once the client signs off and the request has been processed, there are no changes allowed until their next renewal cycle.
 

2. What if you don’t receive the Docusign notification?

Check your trash and spam folder or contact your IT department and ask them to “whitelist” dse@docusign.net to ensure you receive the notification(s). If you have any questions, do not reply to dse@Docusign.net.

Email Address of Sender: dse@docuesign.net
Email Subject Line: [Account Name] - Final BCBS Documents for Signature

Direct all renewal questions to the Small Group Account Management team. 
 

3. How will you know if your group has “signed”? 

In the eSales Request Center (RC), if the Resend Docusign button appears, not all parties have signed:

The Resend Docusign button is present until all parties have signed.
The Resend Docusign button is present until all parties have signed.

Once you click on the Resend Docusign button, you’ll know who needs to sign. In the example below, the producer has viewed it but it’s pending the group’s signature.

In this example, the Group signature is "Pending," while the Producer signature is "Signed"
In this example, the Group signature is "Pending," while the Producer signature is "Signed"
  • Verify that the group contact email is typed correctly. 
  • If not, click in the email address box, update, then click the Resend button.
  • Call your client to verify they received it.
  • Ask the group to look in their trash/spam folder. If it’s not there, ask them to “whitelist” dse@Docusign.net to ensure their firewall is not blocking the email from coming through. 
  • Lastly, if you do not see the Resend Document button, watch for emails from the processing team or Request Center regarding any needed clarifications or your completion notice.

Last Updated: May 20, 2026