Small Group Sales 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
Regulatory Events
Annual regulatory forms, reporting and requirements
Develop a Quote
Small Group Portfolios
Check out our product portfolios for an overview of our small group benefit plan options.
Plan Year 2026 Portfolio
Plan Year 2025 Portfolio
Quoting Tool and User Guide
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 group plans.
Need help? Get the Small Group Quoting Tool User Guide
Looking for Blue Balance Funded℠?
Get information on our level-funded plans and corresponding sales and renewal kit.
Get New Sales 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)
Employer application for group coverage.
2. Employer Group Information (EGI)
Submit required documentation on group size, MSP and COBRA status.
Enrollment
Enrollment Instructions
Get the steps to enroll a group. Through this process you can add employer information, plan information, enter census data (manually or via Smart Census Import Tool), submit billing details and more.
Smart Census Import Tool (Microsoft Excel file)
You can import member data using the Smart Census Import Tool. This Microsoft Excel file is available when you log in to your Blue Access for Producers account and follow these steps:
- Click on the Group icon from the left panel if you’re using a laptop or from the top panel if you’re using a smart phone or tablet
- Click on "Training, Admin & Tools"
- Select “Group Sales Training Materials”
- Click on the “Smart Census Import Tool – FI"
- Save or download the file to your computer or company network
- Follow the instructions on using the tool in the Smart Census Import Tool Fully Insured Reference Guide .
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
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.