1. Retail Markets
Producer Portal Demo

2. Book of Business 24 hours a day
Our tutorial provides instructions for quoting your client using the Producer Portal
When the client receives the quote they can begin the online application process via the
Online Sales Channel
Once the application is submitted the Producer Portal provides access to manage your
Book of Business 24 hours a day

3. Once you’re registered you’ll have access to Express Link
This tool provides you with a personalized URL link to an online, individual BCBS(state) health quote
When the client selects the URL you provide via , the application is pre-populated with your agent id number (producer #)
Using this link ensures that you receive credit for your clients’ enrollment in individual health plans
Additionally you have the ability to set up a link on your webpage which directs the customer to online quoting and applying assigning you as the agent
Your agent info
Your licensing #
Your telephone #
Your address
Your info

4. Using a valid agent address ensures you receive notifications when your client starts the online application
You receive updates when the application is submitted and approved
Your agent info
Your licensing #
Your telephone #
Your address
Your info

5. Use this button to email a link to a potential client
Your agent info
Use this button to a link to a potential client
Copy the URL and paste into an

6. Use this button to set up on your webpage
Your agent info
Use this button to set up on your webpage

7. You can send a quote from the Producer Portal
It contains your Express Link information
Select “Quotes” tab then “Insurance Quote”

8. Enter demographic info – be sure to select the appropriate “county” from the dropdown list

9. ‘Matching Plans’ display
You can select a specific plan by checking the box and including a dental option

10. Scroll to the bottom of the page and email to your client
Select “SEND QUOTE”
and to your client
state
state

11. Your plans display here You can restrict the quote to specific plans

12. Your plans display here
Or send ALL plans

13. Your plans display here
Enter a valid address and check mark the box to include a formal proposal letter

14. Select “Send Quote and Save Proposal”
Your plans display here
Select
“Send Quote and Save Proposal”
Wait approximately 40 seconds for the system to generate the quote

15. Your proposal / quote are saved for 90 days Your info displays here
You can access this information and follow-up with your client by entering any information you would like to retain under “Prospect Data”
Your info displays here

16. Save prospect information for later reference Your info displays here

17. To access the previously sent quotes select
“Client Info” then “Search for Prospects”

18. Select “Show All” and search will display any prospects sent

19. a proposal and a website URL Select “Your Proposal”
Your customer receives the with the personalized quote containing
a proposal and a website URL
Select “Your Proposal”
Agent name
Phone #

20. The password is the primary applicant’s zip code

21. It’s signed with your agent info
The Proposal is a PDF which contains information about the quote, demographics and available plans
It’s signed with your agent info
state
state
state
Agent Name
Telephone Number
address

22. When they select the URL in the email
Agent name
Phone #

23. The Home Page of the Retail Shopping Cart displays with the personalized quote
Once the application is submitted and approved, the credit goes directly to you
Plan name
Plan name
Plan name
Plan name

24. Your client can view plans which you’ve recommended
Plan name
Plan name
Plan name
Plan name

25. 1. Save a plan(s) to access at a later time 2
1. Save a plan(s) to access at a later time 2. Begin an online application 1. 2.

26. Select Dental Coverage option

27. Verify Medical/Dental selections
Plan name
Verify Medical/Dental selections

28. Review info checklist & check mark attestations box
Select “CONTINUE”

29. New users select “Create an account”

30. Please ask your client to create a username, password, select a security question and answer
Please use a valid client address. Do not utilize your in place of the clients
As the Agent of Record you will receive updates based on your Licensing information

31. Blue Cross Blue Shield Quote
As their agent, you receive notifications when applications are started, submitted and approved
Blue Cross Blue Shield Quote
Client

32. Review and select “terms and conditions”
TERMS page displays
Review and select “terms and conditions”
to continue
Your info displays here
Plan name

33. During a non-open enrollment period select qualifying
Plan name
During a non-open enrollment period select qualifying
“LIFE EVENT” which has occurred within the last 60 days

34. Complete applicant info tab
Plan name
Complete applicant info tab

35. Complete “Other Information” tab
Plan name
Complete “Other Information” tab

36. Plan name
Complete Payment tab

37. Complete a separate billing address section if needed
(see note)

38. Review disclosures and agreements
Scroll to the bottom and complete electronic signature
The application will be submitted!

39. As their agent, you’ll receive an email notification the application is submitted
Agent Name,
Client Name,

40. If your client needs to complete an
un-submitted application or view their submitted application they can visit their BCBS state specific webpage
Select “Login”

41. Select “Returning Shopper” Enter username/password they created

42. Select the appropriate tab on the website

43. “View Enrollment Form”
Plan name
Select
“View Enrollment Form”

44. Application Submitted!
What’s Next?

45. Visit the Home Page of the Producer Portal to view E-apps Started, Submitted, Pending, Active & Terminated

46. If an application remains un-submitted an email is sent to the applicant & agent at:
7, 15, 30, and 60 days
State

47. Once an application has been approved email notifications are sent to the client and agent
Policy approved!

48. An email is sent for clients to view policy documents

49. Select the “View” hyperlink to view the Policy Kit
Electronic Policy Kits are viewable for the agent on all applications submitting using an address
Select the “View” hyperlink to view the Policy Kit
Any item contained in this list can be selected and viewed in Adobe PDF formatted and printed

50. Your client will receive a “Welcome” email
They can log into Blue Access for Members (BAM) using the same username and password set up during the online application
State

51. Blue Access for Members (BAM) Home page displays – select “Register Now”

52. Please contact your Producer Services support team
Questions or Comments?
Please contact your Producer Services support team