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Small Group Sales Kit

Fully Funded Metallic Plans for Groups of 1-50

Check out our new sales and renewal kit below. 
Want to use the legacy microsite instead? Go there now.

Get the Portfolio

Steps for New Sales

Utilize Helpful Tools & Resources

Plan Booklet Samples
See plan booklet samples for all our Small Group Plans.

Summaries of Benefits & Coverage

Regulatory Events
Annual regulatory forms, reporting and requirements

Develop a Quote

Use the "Quote a Group" eSales tool in your BAP account. The quoting tool allows you to create quotes for our fully- and self-funded small group plans.

Get New Sales Forms

Go to Form Finder. Click on Small Group from the left menu. You'll need to complete the following:

 

Submit an Enrollment Request

Smart Census Import Tool

Upload member enrollment, submit premiums, respond to requests and more.

After logging in to your BAP account, click Group>Enroll a Group>Mid-Market Group Enrollment. Instructions are on the e-Sales tools page in BAP.

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

Portfolio Changes

Plan Booklet Samples
See plan booklet samples for all our Small Group Plans.

Summaries of Benefits & Coverage

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

  • Adding new plans, and keeping current ones? Identify all of them in the BPA/Amendment.
  • Include membership changes OR let Processing know Open Enrollment isn’t closed yet.
  • Renewing without changes? There’s no need to submit a BPA/Amendment.

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.

 

Get Support

Need Help?

Get a comprehensive list of contacts for all your sales, renewal and service questions.

Contact Us