You can make one-time payments on behalf of active clients in the Retail Producer Portal, offering them flexibility to pay any amount each time. Have your client’s personal and banking information ready to set up the payment (see pages 6–9 of the guide), and use the portal to track payments once set up (pages 10–11). (Applies to Individual Market.)
Month: February 2025
Keep Track of Policyholders and Download Your Book of Business
Track your policyholders by downloading your book of business directly from the Retail Producer Portal. Log in, go to the Client Info tab under Reporting, select the Book of Business link, enter your nine-digit producer number, filter as needed, and export the Excel file. For step-by-step instructions, see pages 13–14 of the latest Retail Producer Portal Guide. (Applies to Individual Market.)
Share with Your Groups: Importance of Proper Dental Care for Children
February is Children’s Dental Health Month—a perfect time to share BlueCare Dental Wellness resources with clients. The program offers proactive emails and a Dental Wellness Center with tips for kids and pre-teens, reinforcing the importance of early prevention for lifelong oral health. (Applies to all groups.)
Form 1099s Were Mailed by End of January
Here is everything you need to know about Form 1099s from Blue Cross and Blue Shield of Texas.
Reminder: Express Links No Longer Exist
Express Links in the Retail Producer Portal were disabled last November for Individual & Family Markets (under 65) business. To keep your NPN associated with your client’s application, you’ll now need to use the Enhanced Direct Enrollment pathway through the White Label Solution. You’ll also need the White Label Solution’s direct link to send quotes to clients. For off-exchange policies, the Off-Exchange Enrollment Tab on the Retail Producer Portal remains the fastest and easiest way to enroll clients. It is not being replaced by the HealthSherpa White Label Solution off-exchange option, which simply works in addition to the existing Enrollment Tab. We continue to recommend using the Enrollment Tab on RPP for submitting off-exchange applications.
Integrated Supplemental Health and Medical Claims Now Available
As of Jan. 1, medical and supplemental health claims are integrated for groups providing membership data, allowing most qualifying medical events to automatically trigger supplemental claims with member permission for a simpler, more seamless experience. (Applies to all groups.)
2024 Prescription Drug Data Collection (RxDC) Group Reporting Approach
The deadline for Prescription Drug Data Collection (RxDC) Reporting for the 2024 reference year is June 1, 2025. BCBSTX will continue to work with Prime Therapeutics® to support group customers with this No Surprises Act requirement. (Applies to all groups.)
Looking for Answers? Go to the IFM Sales Toolkit.
Not sure who to contact for questions about commissions, new products, or client renewals? The IFM Sales Toolkit includes links to landing pages for Pre-Sale support, Post-Sale support, the Producer Service Center, and Customer Service. (Applies to Individual market.)
Member Onboarding and Education Journey Emails in 2025
The new year brings a revamped onboarding journey that will give new and returning members a foundation of knowledge on which to use their coverage. (Applies to Individual market.)
2024 Average Employee Count Data Collection Begins
Email solicitation for active and cancelled fully insured groups with 15–250 employees begins this week, while groups without a valid email address will receive a mailed letter instead. (Applies to all groups.)