Blue Access for ProducersSM

Reference Guide

Last Update: April 1, 2012

TABLE OF CONTENTS

  1. Important Things to Remember
  2. Registration (Primary Producers only)
  3. Log In
  4. Forgot Producer Number
  5. Forgot Password
  6. Password Manager (Primary Producers only)
  7. Current Users
  8. List
  9. Maintain User
  10. Modify User Information and Roles
  11. Reset Password
  12. Types of roles
  13. Revoke or Reinstate Access
  14. Add User
  15. User Profile (Primary Producers only)
  16. Change Security Information (Delegated Producer only)
  17. Account Summary
  18. Commissions Statements
  19. Group Tools
  20. Group Tools – eSales Tools
  21. eSales Alerts and Notifications
  22. Individual Tools
  23. Individual Tools – Hallmark Services Corporation
  24. Medicare Tools
  25. Medicare Supplement
  26. Blue MedicareRx (PDP)SM
  27. Product Information and Forms
  28. Downloadable Forms
  29. Order Forms and Supplies
  30. Prescription Drug Information
  31. Dearborn National
  32. Sales Event Reporting
  33. Plan Selector Tool
  34. Marketing Tools and Resources
  35. Training
  36. Legislative Updates
  37. Blue Access for EmployersSM
  38. Find a Doctor
  39. Tips and Features Corner
  40. News & Updates and Newsletters
  41. Help Center

1. IMPORTANT THINGS TO REMEMBER

  • Always use the menu on the site if you wish to make changes. If you navigate by using your Internet browser buttons, your data will not be saved.
  • Do not leave required fields blank. Items marked with a red asterisk (*) indicate a required field. If you do not complete a required field, you will receive an error message.
  • Always click on the Logout button in the upper right corner of the screen to close Blue Access for Producers. By using the Logout button, your data will be secured.
  • Close your Internet browser once you’ve logged out of Blue Access for Producers.

2. REGISTRATION (Primary Producer only)

Blue Access for Producers (BAP) is an online resource that provides producers with instant access to the tools and information needed to build a stronger business and better service clients.

Registration must be completed by the Primary Producer on file with Blue Cross and Blue Shield of Texas (BCBSTX). This individual has the ability to assign other producers, known as Delegated Producers, to various job-related security roles in BAP.

Follow these steps to register for BAP:

  1. Go to
  2. Click on the Register Now link.
  3. Enter the following information and click Submit:
  • BCBSTX Producer Number(Nine-digit producer number assigned by BCBSTX)
  • General Lines License Number
  • Zip Code on file with BCBSTX
  1. A confirmation message will display and a temporary password will be sent to the business email address on file.

Tips to Remember:

  • When entering theProducer Number,General Lines License Number, and Zip Code, please enter the information on file with Blue Cross and Blue Shield of Texas.
  • You will be required to change the temporary password provided via email to a new password. This must be completed prior to accessing Blue Access for Producers.
  • To ensure security, please change passwords periodically and do not share it with others.

3.LOGIN

Once registration has been completed successfully, you can log in and begin using BAP by going to

If you’ve forgotten your login information, the Forgot Producer Number/Password option on the BAP Login screen allows existing users to obtain their Producer Numberand reset their Password if needed. Forgot Password requires users to provide the answer to the challenge question entered during initial login.

Forgot Producer Number

The Forgot Producer Number feature should be used if a user forgets his/her Producer Number.

Follow these steps to request the forgotten Producer Number:

  1. Click on the Forgot Producer Number? link on the login screen.
  2. Enter email address on file with BCBSTX.
  3. Click Submit.
  4. The Producer Number will be sent to the email address entered.

Forgot Password

The Forgot Password feature should be used if a user forgets his/her password.

Follow these steps to request the forgotten password:

  1. Click on the Forgot Password? link on the login screen.
  2. Enter Producer Number and Email Address on file with BCBSTX.
  3. Click Next.
  4. Enter the appropriate response to the challenge question.
  5. Click Next.
  6. Enter a new password.
  7. ClickSave.
  8. A confirmation message will appear on the screen. You will need to use this new password the next time you login to BAP.

Note: The Primary Producercan also reset a password for a Delegated Producer through the Password Manager tool in BAP. The Primary Producer’s password can also be reset by calling the Internet Help Desk at (888) 706-0583.

4. PASSWORD MANAGER (Primary Producers only)

Password Manager enables the Primary Producer to create login IDs for other staff members, referred to as Delegated Producers,and grant or restrict access to certain features and content on Blue Access for Producers.

To access the Password Manager tool, click on the Password Manager link at the top right-hand side of the homepage.

Current Users

List

The List screen allows you to view all Delegated Producers for an account, including the user’s Name, Producer Number, Status, and Last Activity. You can also access additional information on the Maintain User screen by clicking on the name of the Delegated Producer.

Maintain User

You have the ability to reset a user’s password, update profile information (such as Name, Email and Phone Number), and add or remove roles. You can also revoke and/or reinstate a user, as needed.

Reset Password

There are three ways to reset a Delegated Producer’s password.

Follow these steps to reset a Delegated Producer’s password:

  1. The Primary Producer can reset a Delegated Producer’s password through the Password Manager.
  1. Log into BAP.
  2. Click on the Password Manager link on the homepage.
  3. The default screen, Current Users - List, will appear.
  4. Click on the user’s name to be linked to the Current Users - Maintain User screen.
  5. In the Reset Password section, enter a new password into the Password textbox.
  6. The password field requires a minimum of 7 characters and must contain at least one letter and one number.
  7. Enter thesame password in the Re-Type Password textbox.
  8. ClickReset Password.
  1. The Delegated Producer can reset his/her own password by using the Forgot Password option on the login screen.
  2. The Delegated Producer can contact the Blue Access Internet Help Desk at (888) 706-0583 to reset his/her password.

Please note:

The Primary Producer’s password cannot be reset through the Password Manager tool. To reset this password, contact the Blue Access Internet Help Desk at (888) 706-0583.

Modify User Profile

Follow these steps to modify a user’s information and/or access:

  1. Log into BAP.
  2. Click on the Password Managerlink on the homepage.
  3. The default screen, Current Users - List, will appear.
  4. Click on the user’s name to be linked to the Current Users - Maintain User screen.
  5. To update the user’s profile, enter the new information in the Modify User Profilesection.
  6. To update the user’s roles, select or deselect the check boxes next to each role listed in the Roles section.
  7. Click Submit.

Types of Roles

The features displayed on BAP are driven by the role/access given to Delegated Producers.

Online Group Quoting

  • eSales Tools - Quote rates for prospects with 2 to 50 employees and enroll them and track the progress of enrollment applications
  • Gives you access to the Quote a Group, Enroll a Group, Track a Group, Medical Preliminary Request, and Benefit Plans buttons under Group Tools on the homepage.

Blue Access for Employers (BAE)

  • Blue Access for Employers Inquiry – Access group accounts in BAE, request member ID cards, and view an accounts’ billing, premium-payment, eligibility and product information.
  • Blue Access for Employers Maintenance – Along with inquiry access to a BAE Account, this role provides the ability to make changes to a group’s membership information.

Commission Statements

  • Commission Statements - View and print commission statements.

Revoke or Reinstate Access

The Primary Producer has the ability to revoke or reinstate an existing Delegated Producer’s access.

Follow these steps to revoke a user’s access:

  1. Log into BAP.
  2. Click on the Password Managerlink on the homepage.
  3. The default screen, Current Users - List, will appear.
  4. Click on the user’s name to be linked to the Current Users - Maintain User screen.
  5. Click on the Revoke Access button at the bottom of the screen.
  6. The user remains in the list of users, but cannot log into the system. The user must bereinstated to restore access.

Follow these steps to reinstate a user’s access:

  1. Log into BAP.
  2. Click on the Password Manager link on the homepage.
  3. The default screen, Current Users - List, will appear.
  4. Click on the user’s name to be linked to the Current Users - Maintain User screen.
  5. Click on the Reinstate Access button at the bottom of the screen.

Add User

The Add User screen enables the Primary Producer to add new Delegated Producers to BAP. Users are added one at a time. Click Submit and then return to the Add User screen to add the next user.

Follow these steps to add a new user:

1.Log into BAP.

2.Click on the Password Manager link on the homepage.

3.The default screen, Current Users - List, will appear.

4.Click on the Add User tab.

5.Add a single user by entering the information in the fields provided.

6.Select the role(s) that should be assigned to the user.

7.Click on the Submit button when finished.

Note:The first part of the Producer Number populates automatically. The Primary Producer creates the latter portion of the Producer Number (following the period). Producer Number must be unique to each user.

5. USER PROFILE (Primary Producers only)

The User Profile screen enablesthe Primary Producer to change their contact information, passwordand/or challenge question and answer.The Challenge Question is used as additional security when verifying a user’s identity. The User Profile screen alsoenables modifications to name, phone number and/or email address.

Follow these steps to updatecontact information:

  1. Log into BAP.
  2. Click on User Profile, at the top right-hand side of the homepage.
  3. Click on Change Contact Information.
  4. Enter the new information and click Submit.

Follow these steps to change the password on file:

  1. Log into BAP.
  2. Click on User Profile, at the top right-hand side of the homepage.
  3. Click on Change Password.
  4. Enter the current and new password and click Submit.

Follow these steps to updateChallenge Question information:

  1. Log into BAP.
  2. Click on User Profile, at the top right-hand side of the homepage.
  3. Scroll down to theChange Challenge Question section.
  4. Enter the new information and click Submit.

6. CHANGE SECURITY INFORMATION (Delegated Producers only)

The Change Security Informationscreen enablesthe Delegated Producer to change his/her passwordand/or challenge question and answer.The Challenge Question is used as additional security when verifying a user’s identity.

Follow these steps to change the password on file:

  1. Log into BAP.
  2. Click on Change Security Information, at the top right-hand side of the homepage.
  3. Click on Change Password.
  4. Enter the current and new password and click Submit.

Follow these steps to updateChallenge Question information:

  1. Log into BAP.
  2. Click on Change Security Information, at the top right-hand side of the homepage.
  3. Scroll down to the Change Challenge Question section.
  4. Enter the new information and click Submit.

Note: Primary Producers can make changes to a Delegated Producer’s profile information through the Maintain User section of Password Manager.
7. ACCOUNT SUMMARY

Account Summary displays user-specific information as well as links to commission statements.

Follow these steps to view Account Summary:

  1. Log into BAP.
  2. You will be able to view your Account Summary at the top center of the homepage.
  3. You can verify the following information:
  4. Company
  5. Producer #
  6. Email
  7. Next License Renewal (Only displays for Primary Producers)

Commission Statements

The Account Summary section allows producers to access details about commission payments for individual and group products. Producers can access the TrueInformation reporting tool as well as view, print, or download a PDF commission statement.

Follow these steps to view Commission Statements:

  1. Log into BAP.
  2. To access the TrueInformation reporting tool, click on the Access TrueInformation link under Commission Statements in the Account Summary section of the homepage to be taken to the TrueInformation portal.
  • Access to the TrueInformation reporting tool is only available to Primary Producers.
  1. To view, print, or download Commission Statements, click on the View PDFs link under Commission Statements in the Account Summary section of the homepage to be taken to a listing of 12 months of PDF statements.
  • On this page, Primary Producers can access the Quick Reference Guide for more information about TrueInformation.

8. GROUP TOOLS

Group Tools – eSales Tools

eSales Tools is an application that allows producers to submit quotes and proposals for prospective and new group business. It also enables producers to set up accounts and enter enrollments.

There are a number of eSales tools available to producers. Access to the group tools that display on the homepage will vary depending on the Primary Producer and Delegated Producer roles assigned. These tools will display as buttons on the BAP homepage. When you click on one of these buttons, you will be taken to the eSales Tools application.

Follow these steps to access Group Tools:

  1. Log into BAP.
  2. Click on the button for the Group tool you wish to access located under the Group Tools section of the homepage.
  3. The eSales Tools application will display.

The common group tools available to producers through eSales Tools are listed below:

  • Quote a Group: Generate quick quotes for immediate delivery.
  • Enroll a Group: Enter group and member data online, saving time - reducing errors and expediting delivery of ID cards.
  • Track a Group: Monitor underwriting and enrollment progress for recently submitted group(s) using BlueTrack.
  • Medical Preliminary Request: Submit medical information for small groups to underwriting and receive early assessment.
  • Benefit Plans: Print or e-mail Summaries of Benefits (SOBs) for health and dental plans in English or Spanish.

eSales Alerts and Notifications

The eSales Alerts and Notifications features on BAP are used to provide producers with helpful information regarding eSales. Alerts and Notifications will only display if they are applicable.

Alerts

Alerts are used to communicate any major issues or items that impact all users such as upcoming release notifications and marketing material updates.

Notifications

Notifications are used to communicate changes or issues with a specific tool such as new plans added or enhancement changes.

Follow these steps to view eSales alerts:

  1. Log into BAP.
  2. Click on the View all Alerts link in the eSales section on the homepage.
  • Note: This link will only appear if there are alerts that need to be communicated.

Follow these steps to view eSales notifications:

  1. Log into BAP.
  2. A notification banner will appear on the eSales Tool button on the homepage if there any updates to that feature.
  3. AView Notifications link will appear when you hover over the eSales Tools button with your mouse. This link, when clicked, will display a description of the update.

9. INDIVIDUAL TOOLS

IndividualTools – Hallmark Services Corporation

Hallmark Services Corporation is a separate company that acts as a third party administrator for Blue Cross and Blue Shield of Texas Individual under 65 plans.

Producers can create proposals and quote rates for individual prospective clients, access payment status, and check on application status for existing clients.

The individual tools available to producers through Hallmark are listed below:

  • Quote and Enroll - Create rate quotes and proposals.
  • Track Application Status - Check application submission status.
  • ExpressLink – Get credit for your client’s application.

Follow these steps to access Individual Tools:

  1. Log into BAP.
  2. Click on the button for the Individual tool you wish to access, located under the Individual Tools section of the homepage.
  3. The Hallmark Producer Services application will display.

Keep the following important notes in mind when accessing the Hallmark application:

  • If you previously registered on the Hallmark website, you will be granted immediate access.
  • If you have multiple accounts associated with your Producer ID on the Hallmark web site, you will be asked to select an account.
  • If you are not registered on the Hallmark website, you will not be granted access but you will be directed to the registration page so you can set up an account.

10. MEDICARE TOOLS

Producers can access information and guidelines that will assist in the sales and enrollment process for Medicare individual health products. The Medicare tools that display on the homepage vary depending on the Primary Producer/Delegated Producer’sMedicare certification status.

Medicare Supplement

Producers can access information regarding Medicare Supplement plans that are available to individuals who have Medicare coverage.

The Medicare Supplement tools available to producersthrough Hallmark are listed below:

  • Quote and Enroll - Create rate quotes and proposals.
  • Track Application Status - Check application submission status.
  • ExpressLink – Get credit for your client’s application.
  • Learn More - Review Medicare Supplement product information.

Follow these steps to access Medicare Tools - Medicare Supplement: