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Small Group Quoting Tool User GuideFebruary 2023Blue Cross and Blue Shield of Texas, a Division of Health Care Service Corporation, a Mutual Legal Reserve Company, an Independent Licensee of the Blue
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How to fill out small group quoting tool

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How to fill out small group quoting tool

01
Access the small group quoting tool on the designated platform.
02
Log in with your credentials or create a new account if necessary.
03
Select the 'New Quote' option to start a new quoting process.
04
Enter the group size and select the type of coverage needed.
05
Fill in the demographic details of the group members, including age and health information.
06
Choose any additional features or riders you may want to include in the quote.
07
Review all entered information for accuracy.
08
Submit the quote request to receive pricing and coverage options.

Who needs small group quoting tool?

01
Insurance brokers who want to provide quotes to small businesses.
02
Employers looking to offer health coverage to their employees.
03
Group insurance providers in need of a standardized quoting process.
04
HR professionals handling employee benefits and insurance options.
05
Individuals involved in organizing group plans for associations or organizations.
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The small group quoting tool is an online application designed to assist insurance agents and employers in obtaining quotes for health insurance coverage specifically for small groups, typically defined as businesses with 2 to 50 employees.
Employers seeking to obtain quotes for health insurance for their small group, as well as licensed insurance agents or brokers acting on behalf of these employers, are required to file the small group quoting tool.
To fill out the small group quoting tool, users need to provide information about their business, including the number of employees, their ages, and any previous insurance coverage history. It may also require details about health conditions and employer demographics.
The purpose of the small group quoting tool is to simplify the process of obtaining health insurance quotes, enabling small businesses to easily compare various insurance plans and make informed decisions regarding employee health coverage.
The information required includes the number of employees, employee demographics (ages and addresses), previous insurance coverage details, and any specific health needs or preferences the group may have.
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