Steps for New Sales
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:
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.
3. Texas Supplemental Employment Verification (TSEV)
New hires not on the group's TWC report yet? List them here.
4. HMO Disclosure — Optional
Included within the new group BPA — only complete this section if you've sold HMO plans.
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
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
Use this to amend the original BPA:
- Adding new plans and keeping current ones
- Membership changes
2. Texas Department of Insurance Required Disclosure Notice
Only required when you add new HMO plans for the first time.
3. Membership Application