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SBC Step-by-Step Instructions

  1. Access the Standard Plan SBC Tool at:
    https://ben-sum-mgr.rrd.com//secure/login/?custName=HCSC
    • Alternatively, this link can also be found in Blue Access for EmployersSM (BAE) or Blue Access for ProducersSM (BAP).
      • For BAE, click the Account Summary link on the left to expand. Afterward, select Health Plans, click Display, and select the View Standard Plan SBC Tool link.

        *Please note that this will still require logging in to the Tool.
      • For BAP, click Products & Forms on the left, click on the Summary of Benefits and Coverage link on the right, and then select the View Standard Plan SBC Tool link.

        *Please note that this will still require logging in to the Tool.
  2. Log in to the Standard Plan SBC Tool with the following credentials:
    • Customer Name       HCSC
    • Username                HCSCgenID
    • Password                 BlueSBC2017!
  1. Upon log in, select the desired Document Type from the following options:
    • Group – Group 2016-2017 Q1
      – For any Group Open Enrollment prior to April 1, 2017
    • Group – Group 2017 New
      – For any Group Open Enrollment on, or after, April 1, 2017
      *Due to government mandates, any Group Open Enrollment that is on, or after, April 1, 2017 must utilize the new SBC template.
  1. Follow these steps to find and customize a SBC:
    • Select the appropriate:
      • Plan Year & Corporate Entity (both fields are required)
        1. Click the Search button to display ALL SBCs.
    • To narrow search results, before you hit Search you can enter values in Plan Name (use uppercase) and Language fields.
      • An example of how you would type a plan name is P500PPO
    • Select a SBC by clicking on its Product Type and click the Next Step button (below the Product Type column).
    • Enter Coverage Effective Date & Coverage Ending Date using the following formats:

      • English: MM/DD/ Y Y Y Y
      • Spanish: DD/MM/ Y Y Y Y

    • Click Coverage For and select appropriate value.
    • Click Generate Summary.
    • Proof your SBC.
      • If changes are required, click Edit. You will return to Customize SBC screen.
      • If changes are not required, click Generate Final Copy.
    • For the final SBC, there are two options for distribution:
      • For a single recipient, the customized SBC can be emailed from the system. If applicable, remember to change the default email to the intended recipient’s email and click Send.
      • For multiple recipients, the customized SBC should be saved to your hard drive and then emailed.
    • To send the SBC to another recipient, clear the field and enter a new address and click Send.
  1. To customize a different SBC, click Return to Results.
  2. When completed, log out by clicking the red X at the top of the browser window.

Reminder – always create a new customized SBC for each request to ensure the most up-to-date material is being distributed.

Note: If the group health plan makes a plan change, an updated SBC can be retrieved using the same process.

Technical Assistance:
If you need assistance while using the SBC Tool, please call (855) 756 - 4448.

Not Finding What You Need? Click Here

Contact Us

Resource Brokerage LLC
1501 East Woodfield Road, Ste 110e
Schaumburg, IL 60173
Toll Free: 1-800-605-7566
General Phone: (847) 605-1200

Group

Phone: (847) 592-0941
Fax: (847) 605-1494

Individual

Phone: (847) 598-6006
Fax: (847) 605-1331

Life, Annuity, LTC, DI & CI

Phone: (847) 598-6005
Fax: (847) 619-9592

Testimonials

"I've been on both sides of the aisle - as a client and as a vendor. From my experiences I feel qualified to state that your product knowledge, training and sales expertise, and understanding of the client's needs were exceptional and invaluable to my selling success. Whenever I had questions (and there were many!) you responded very quickly and in many instances, gave me additional ideas that helped with the sale."

"I am looking forward to many, many additional sales with your help!"

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About Us - Who We Are

Resource Brokerage is one of the Midwest’s leading brokerage general agencies providing brokers a choice of Group Benefits, Major Medical, Life, Annuities, DI, LTC and Linked Benefits all in one place. Brokers work with a team of dedicated professionals who specialize in the lines of business they support. These teams also constantly undergo training and education with a focus on credentials that mean the most to our industry. Our management team is led by seasoned industry professionals with true brokerage experience and the know-how to help get things done for our brokers.