Kilpatrick

Carrier News

BCBS Mandatory Broker Training for SEP Process (individual)

BCBS will require all brokers who sell individual policies to complete a mandatory Special Enrollment Period (SEP) process training in order to be compensated for policies effective on or after Apr 1, 2017 through the remainder of the year. Brokers must affirm they completed the training in Blue Access for Producers by Apr 30, 2017.

The purpose of the training and affirmation requirements is to ensure that brokers are fully informed on the SEP application process, the documents acceptable for each SEP qualifying life event, how/when BCBS will contact a broker or their client, and the steps applicants can take to submit the required documentation.

Open the SEP Training Presentation

Steps:

For agents who write business under an agency, each subproducer associated with the agency must login to their separate Blue Access for Producers account and affirm their training separately. Attempting to affirm completion under an agency account will result in an error. For instructions on delegating access to agency subproducers, read this article (scroll to the middle).

  1. Open the SEP training presentation and review material.
  2. Login to Blue Access for Producers using your personal 9-digit BCBS producer number and password. Remember, each subproducer of an agency must login separately and affirm.
  3. Select “Producer Services” from top navigation menu. Then select “SEP Training Affirmation.”
  4. Read the acknowledgement and select “Submit.”

Resources:

Sample Applicant Letters:

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