Sales Toolkit

Sales & Support
Enrolling Members

Enroll through HealthSherpa

Health off-Exchange Paper Application

Health off-Exchange Paper Application Overflow Pages

Dental Off-Exchange Paper Application

Health Plan Application Checklist

Benefits & Coverage

Dental Benefits & Coverage

Plan Comparison Chart

Medical Plan Guide

Dental Plan Guide

Open Enrollment Flyers
Supplemental & Other

GeoBlue Website
Retention Toolkit

Pre-Renewal Letter

Pre-Renewal Packet Notice

Pre-Coverage Talking Points for Producers
Agent Training
Retail Producer Portal

Creating a Proposal/Quote

Enrolling Clients in Retail ACA Plans

Enrolling Clients in Medicare Supplement Plans

Enrolling Clients in MAPD and PDP

Managing Clients

Using Reports

Managing Your Portal Account

Registering for the Portal

Recovering User Names & Resetting Passwords

Making Payments as a Broker

Making Payments as a Broker Training Video

Retail Producer Portal Bootcamp Video
HealthSherpa

HealthSherpa Training

On-exchange Enrollment

HealthSherpa Guide

On-exchange Enrollment

HealthSherpa FAQs

HealthSherpa Agent Assisted

Enrollment Guide
Special Enrollment Training

2025 Special Enrollment Period Training
Agent Resources
Agent Resources

Producer Quick Start Guide

Fit Your Budget Yard Sign

Digital Briefcase

Customizable Flyers

Customizable Yard Sign

Customizable Magnets

Customizable Baby Seat Ad

Customizable Directory Ad

Customizable Grocery Nose Ad
Brand Guidelines

Producer Brand Guidelines

ICHRA

Individual Coverage Health Reimbursement Arrangement

Sizzle Sheets

IL MT NM OK TX
Portals

HealthSherpa

Application Tracker

IL MT NM OK TX

Retail Producer Portal
Social Media

Connect

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Facebook

IL MT NM OK TX

LinkedIn

IL MT NM OK TX

Youtube

IL MT NM OK TX

Feb - March Copy

April - June Copy

July - September Copy
Member Resources
Member Support

Member Guide

Find a Pharmacy

Services & Features

Out of Area Service Waiver Information

Prescription Drug Lists
Member Support

MDLIVE

Pharmacy Programs

HIPAA Standard Authorization

Retail Disabled Dependent Certification

Where to Go for Care Member Flyer
Member Support

Blue Points Program Flyer
Premiums & Payments
Initial Binder Payment Portal

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Pay My Bill Site

IL MT NM OK TX

Pay by Phone

Illinois: 800-538-8833
Montana: 855-258-8471
New Mexico: 866-236-1702
Oklahoma: 866-520-2507
Texas: 888-697-0683

One-Time Payment Option

IL MT NM OK TX
Automatic Premium Payment Authorization Forms

IL MT NM OK TX

Grace Period Rules

IL MT NM OK TX

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Blue Cross and Blue Shield of Illinois, Blue Cross and Blue Shield of Montana, Blue Cross and Blue Shield of New Mexico,
Blue Cross and Blue Shield of Oklahoma, and Blue Cross and Blue Shield of Texas,
Divisions of Health Care Service Corporation, a Mutual Legal Reserve Company, an Independent Licensee of the Blue Cross and Blue Shield Association

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