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
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:
Benefit Program Application (BPA) for New Small Groups
Apply for new Small Group coverage.
Employer Group Information form (EGI)
Submit this form with the BPA for all new enrollments.
Group Enrollment Application/Change Form (Member Application)
Enroll new members. After implementation, this form can also be used to update memberships.
Smart Census Import Template
For quickest results, use our census import template. Log in to Blue Access for Producers to download a copy.
Montana Supplemental Employment Verification Form
Use with the UI5 or other proof of wages reports to document owners or other individuals who are employed but not listed on the group’s payroll records.
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
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:
Benefit Program Application (BPA) Amendment
Use this to amend the original BPA:
- Adding new plans and keeping current ones
- Membership changes