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This toolkit parallels the sales cycle. It provides the education, resources, tools and forms you need for client presentations, quoting, and open enrollment meetings.
Need more? Please contact us.
Learn About Activate
Activate “At a Glance”
Training Programs
Agent training slides, program overviews and answers to common questions.
How Activate Works
Activate and MCA account overview
Target Market & Research
Compare & Cross-Sell
Cross-Selling
Bundle Activate with these products for potential benefit savings:
Quoting & Client Meetings
Quoting
Generate an online quote for Oregon groups of 2-25 employees. For larger groups, contact your Sales Executive.
Start a Quote »
Dual Options & Guidelines
Effective dates 01/01/10 and beyond
Your Presentation
Product Collateral Use this collateral with an employer.
Summary of Benefits (PDF) Eff. 01/01/10 through 09/22/10
Summary of Benefits (PDF) Eff. 09/23/10 and beyond
Forms
Group Forms
Employee Forms
Group Set-Up
Guides, Checklists & Forms
Open Enrollment
Employee Forms
Employee Materials
Bonus Program
Blue Transitions (PDF)—Regence values your business and support and wants to recognize your efforts and the value you bring to our members. That's why the Blue Transitions program provides payouts for new group business and retention. It's our way of showing how much we appreciate the relationship we've built together. See program terms and conditions (PDF).