Sales Kit for Level Funded Plans
Blue Balance Funded℠ for Groups 5-150
Get the steps and materials you need to market, quote and sell level funded plans.
Steps for New Sales
Utilize Helpful Tools & Resources
Summaries of Benefits & Coverage
Regulatory Events
Annual Regulatory Events
Get New Sales Forms
Go to Form Finder . You'll need to complete or have information for the following:
Benefit Program Application (BPA)
Employer application for group coverage.
Employer Group Information (EGI)
Submit required documentation on group size, MSP and COBRA status.