Individual

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.)

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.)

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.

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.)

Medicare Advantage, Medicaid, D-SNP and IFM members now receive automated prescription refill reminders via text and email. (Applies to Individual market.)

Did you know you can make primary care physician (PCP) changes on behalf of your clients through the Retail Producer Portal? You can also update certain contact information and generate member ID cards for them. Detailed instructions are available in the linked guide. If you’re not yet registered for an RPP account, the guide also includes step-by-step instructions for signing up. Please note that to backdate a PCP change request, the member will need to contact Customer Service directly at the number on their ID card or at 1-888-697-0683. (Applies to Individual market.)

Summaries of Benefits and Coverage and Outlines of Coverage are available for 2025 QHPs in the Individual ACA market. Review them via a new brochure. Check out the last page for instructions on accessing policy booklets. (Applies to Individual market.)

Your clients must take a few steps to make a new health plan they’ve selected official, and they may turn to you for guidance. To cut down on repetitive phone calls to you and the call centers, BCBSTX has a website that explains your clients’ “next steps” after enrolling.