Sales Kit for Level Funded Plans
Blue Balance Funded℠ for Groups 5-150
Get the steps and materials you need to get started on offering your group clients a level-funded plan from Blue Cross and Blue Shield of Illinois.
Steps for New Sales
Utilize Helpful Tools & Resources
Download Summaries of Benefits & Coverage
Check Eligibility
Review this Eligibility Checklist to make sure your client meets requirements.
Deveop a Quote
Review Deadlines
For quoting and enrollment deadlines, see page 2 of the Eligibility Checklist .
Create a Quote
Use the eSales "Quote a Group" function in your Blue Access for Producers℠ account . The quoting tool allows you to create quotes for our fully-insured and level-funded group plans.
Get Help
If your client has 5-50 employees, use the Quoting Tool User Guide for Blue Balance Funded quoting steps. If your client has more than 50 employees, contact your BCBSIL Sales Executive or General Agent to learn more about your Blue Balance Funded quoting options.
Get New Sales Forms
Go to Form Finder . Click on Small Group from the left menu. Look for the following. Work with your general agent or sales account executive on the documentation necessary.
Benefit Program Application (BPA)
Employer application for group coverage.
Employer Group Information (EGI)
Submit required documentation on group size, MSP and COBRA status.
Request For Proposal Form
Get the RFP Request Form and complete it.
Submit an Enrollment Request
Smart Census Import Tool
Use the Smart Census Import tool to upload member enrollment
Log in to your account .
Review the Smart Census Import Tool User Guide for to enroll groups in Blue Balance Funded plans.