November 11, 2015

New Paperless Processing Feature Now Available on Blue Directions for Small Business

Blue Directions^SM for Small Business (BDSB), the game-changing online platform, makes it easy for producers to serve and support their small business clients by simplifying benefits program design, administration and employee plan elections.

NEW for 2016! Paperless Processing, Added Ancillary Plan Options on One Platform
New features, recently released on BDSB, make it even easier for producers to streamline their operations and build their business. Some of these features include the ability to:

• Sign and submit account paperwork electronically – No more paper!
• Submit binder payments electronically
• Generate self-service quotes for Dearborn National^® and Principal Financial Group products (Term Life/Voluntary Term Life, STD/Voluntary STD, LTD/Voluntary LTD, Dental/Voluntary Dental and Vision)
• Add non-medical eligible members (part-time, seasonal) and enable them to purchase individual coverage
• Easily integrate all quotes and renewals in BDSB

Updated BDSB Fliers for Producers, Employer and Employees
The updated Step-by-Step Producer Guide helps quick start your online business operations by performing key pre- and post-sales activities, including:

• Plan design and cost comparisons
• Design and contribution-modeling of employee benefit programs for new business and renewals
• Employee and dependent enrollment
• Employee profile and status changes

Producers will want to download and distribute BDSB fliers created for employers and employees, too. The updated member flier outlines five easy steps to enrollment, while the updated flier for employers shows how group benefits are a powerful incentive to offer.

With BDSB, employers are able to cater to different types of employees, including full-time, part-time and seasonal. Like producers, employers using BDSB can reduce time with the new, end-to-end online paperwork process.

For more information on Blue Directions, contact the Texas Small Group Account Management Unit by telephone at 877-239-5582 or via fax at 972-907-3631.