Application Tool

Follow this guide to navigate the Saskatchewan Blue Cross business application process from quote review to final submission. This walkthrough ensures you correctly input company details, employee data and payment information to activate your plan.

4 minutes

Bluecross

After completing a quote, users can complete an application by selecting **Proceed to Application**.

Select **Start Application** to begin.

Quote Confirmation

**This step is an important checkpoint.** Information confirmed on this page cannot be changed later in the quote process.

Verify all details carefully before selecting **Confirm**. If changes are needed, select **Edit Quote**, update the information, and submit a new quote before continuing.

A confirmation message will appear, reinforcing that the quote information will be finalized and can no longer be edited within the application process. After confirming that the details are accurate, select **Continue**. Information from the quote will be automatically carried forward into the application. Any additional information required to complete the application will be clearly identified.

Business & Employee Information

In the **Company Details** section, the company’s legal name will be completed from the quote. Update it if needed, then complete the remaining company information including: - Company operating as name (if applicable) - Address - Nature of business

Next, provide additional information about the business if applicable: - Subsidiary or affiliated companies - Tax exemption documentation

The effective date selected at the time of quote will be displayed. This original date can be modified if required.\ \ Two effective dates are available: - The first of next month; or - The first of the month after that. **Example:** *an application completed in October can be effective November 1 or December 1.*

The plan’s renewal date will be displayed. **All Business Select plans renew annually on March 1.**

The number of classes and classifications selected in the quote will be displayed and can be modified if required.

Select the waiting period that will apply to new employees. If there are two classes, select a waiting period for each class.

Employees who are actively at work when the plan takes effect have no waiting period. Employees hired after the plan’s effective date must complete the selected waiting period before their coverage begins.

In the **Employee Details** section, complete the full employee census. Applicable information from the quote is transferred and can be changed if needed. Add the remaining employee information by either: - Entering it directly in the pre-populated table and required fields; or - Downloading the Excel template, completing and uploading it. Select **Next** to proceed.

Additional Information

On the **Additional Information** page, indicate whether this plan is new coverage or replaces existing coverage with another provider.

In the **Contact Information** section, provide the company owner’s contact information.

If the company owner isn’t the plan administrator, enter the same details for the plan administrator.

After completing the contact information, select **Next** to proceed.

Confirm Coverage

On the **Confirm Coverage** page, the coverage options selected during the quote will be displayed. Coverage levels can be modified, and custom options can be added or removed if required.\ \ Rates will update in real-time, reflective of any coverage changes.

The cost-sharing preferences selected in the quote will be displayed. To change the employer’s contribution for a benefit, use the **+** and **–** buttons beside it. Select **Next**.

Summary

A summary of the plan details will be displayed. Review it carefully. \ \ Select **Next**.

Read and confirm the **Advisor Authorization**. Select **Next** to finalize the application.

Once finalized, the application will be sent to the plan sponsor for completion.

Plan Sponsor Final Application Steps

The following steps must be completed by the Plan Sponsor.

A summary of the plan details will be displayed. Remind the Plan Sponsor to review it carefully. \ \ Select **Approve** to proceed with the application. If changes need to be made, the Plan Sponsor can submit a request to the linked Advisor for revisions.

On the **Payment** page, enter the bank account information for pre-authorized monthly premium payments. Upload a void cheque or a direct deposit form from the bank to confirm the account. Read and confirm the banking attestations.

Read and confirm the **Statement of Application and Attestations**. The company owner’s electronic signature is then required.

Before the application can be submitted, a credit card is required for the **Initial Premium Payment**. After entering the credit card details, select **Submit** to process the application.

The amount due represents the first month's premium. Future premiums will be withdrawn from the bank account provided in the **Pre-authorized Banking Information** section.

When the application is submitted, the **Confirmation** page will be displayed including: - Policy number - Effective date - Renewal date - A documents folder for downloading that contains the application, payment receipt, contract of insurance, and employee booklet(s)

Access to the **Confirmation** page and downloadable documents is available for 30 days. After 30 days, the link will expire and Plan Administrators can access these documents in the Plan Administrator Portal.