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ACA/Small Group (1-50) New Business

All the latest forms, fliers, and must-know information about Small Group sales is right here.

ACA/Small Group Portfolio

Check out our product portfolio for an overview of all our small group benefit plan options.
2024 Adobe PDF   2023 Adobe PDF.

Blue Balance FundedSM ASO

See our self-insured plan designs for groups with 10-50 employees.

Blue Balance Funded Portfolio Adobe PDF

Blue Balance FundedSM ASO FAQ Adobe PDF

Need a Quote Now?

Use “Quote a Group” in eSales Tools to create proposals on your timeline.

Small Group Quoting Tool User Guide Adobe PDF

Blue Balance Funded RFP Form Adobe PDF

Enroll & Implement

See our Small Group Enrollment Checklist on Blue Access for ProducersSM

Ready to enroll? You can do it all with the ACA Small Group Enrollment tool.

  • Upload member enrollment
  • Submit the group’s initial premiums.
  • Route enrollment to our reviewers and respond in real-time to requests for more information.

Helpful Links and Resources

Connect Community Blog – Pharmacy

Producer Services

Click the link below and enter your Blue Access for Producers login. Choose the Producer Services tab for answers to commission and E&O questions, SEP training affirmation and more. Producer Services page.

Need technical support for the ACA/Small Group Enrollment Tool?

Email us or call our Internet Help Desk at 888-399-5831.

Summaries of Benefits & Coverage (SBC)

SBC Tool Login Leaving Site

SBC Tool Guide Adobe PDF


Find the most current enrollment forms on Blue Access for ProducersSM

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 Adobe PDF
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.

Consumer Directed Health Accounts Set-Up Guide

Marketing Materials