To benefit our mutual clients, we are streamlining the small group (2-50) quote and group enrollment process. Beginning August 1, 2024, brokers must quote and enroll all small group products in the Producer Toolbox. Because of this automation, we will no longer accept quote requests (RFPs) or group enrollments by email.
Our online quoting and enrollment tool in the Producer Toolbox is available to quote and enroll ACA and Anthem Balanced Funding (ABF) medical and specialty plans.
The benefits to you are:
- Faster implementations.
- Real-time status for new group quotes and enrollments.
- The ability to upload any census format.
- Active management of missing information.
- Quicker delivery of member ID cards.
What you need to know:
- Quotes are separated between ACA and ABF. Refer to the product grids for ACA and ABF contract codes.
- You select the plans to include in the quote.
- Any changes in effective date, census, SIC, or county will require a new quote.
- We will add ancillary package savings upon sale based on specialty plans sold.
- EIN is not required for quoting, but is required for enrollment.
We will host two webinars to provide training on our online quoting and enrollment tool. Please join us by registering for the webinar on Tuesday, July 16 at 10 a.m. or Thursday, July 25 at 2 p.m.
For help with the online quoting and enrollment tool, email our software support team, call them at 888-268-4361, or contact your Small Group sales representative.