Sales Kit for Level Funded Plans
Blue Balance Funded℠ for Groups 5-150
Your sales kit for level funded plans has the materials you need to get started on quoting and enrollment.
New Sales Support
Access Important Materials
Portfolios
Summaries of Benefits & Coverage Documents
- Medical Plans: Access the Summaries of Benefits & Coverage documents for quoting purposes:
- Use the SBC Tool .
- Need help? Use the SBC Tool Guide .
- Dental Plans:
- Vision Plans: Review Fully Insured Vision Plans 1-14.
- For groups of 51-150, review plans 1-14
- For groups of 1-50, review plans 1-10
Policy Documents
- Access detailed policy documents for all Blue Balance Funded plans.
Submit Quote Request
Please contact your BCBSNM Sales Executive for quoting assistance.
Steps for Renewals: 5-50 Employees
Helpful Tips
Paperwork Deadlines
Find upcoming due dates for renewals, anniversary date, off-cycle and billing changes:
Reminder
If an existing group qualifies for a Blue Balance Funded proposal, the proposal will only be available in . It will not be posted to Blue Access for Employers. This allows producers an opportunity to adjust commissions prior to group discussions.
Renewal Steps
All Digital Experience
All renewal steps are 100% digital via Docusign. This is true if your client is:
- Renewing from Blue Balance Funded
- Transitioning from fully insured
Submit via Request Center
Send renewal submissions via the Request Center at least 30 calendar days prior to the renewal date.
- Access the Request Center via your .
- Get help: Request Center Guide .
OPTY ID
Get the Opty ID for each renewal. It's in the upper-left corner of the renewal or proposal, just below the account number.
Submit Membership Changes
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.