Quotes are shared through a secure digital link, making them easier to review and update in real time. You can still generate a PDF version if you need one, so you get the best of both options.

Enter your email address and we'll send you a one-time passcode. No password needed; a new code is sent each time you log in.

Yes. You can create alternate quote versions, adjust benefit modules, and review options live with clients – no need to restart or go back and forth with Pacific Blue Cross by email.

Right now, the initial quote is created by your Pacific Blue Cross sales team. This ensures every quote is set up smoothly and accurately. Just share your plan design details and employee census with your Account Executive or Manager, and they'll generate the initial base quote which you can then tailor with your client in EasyBlue. The ability for advisors to create new quotes directly is planned for a future update.

Yes, quotes are valid for 90 days from the date they're generated, and the expiry date is shown on the digital proposal. The effective date defaults to the 1st of the following month. To change it, contact your Pacific Blue Cross sales team.

No, the census can't be edited once a quote is created. To make changes, create an alternate quote with the updated information. Note: individual employee details can be updated later during enrollment.

You can complete most of the setup, such as company details and uploading employee information. When you're ready, hand it off to the plan sponsor to complete the steps that require their direct action: payment details, consent, and the plan agreement.

The quote-stage census is high-level and used for pricing only. The enrollment census becomes the official record for setting up the policy and enrolling members. Since group details can change between quoting and enrollment, a fresh upload ensures everything is accurate.

You can:

• Upload an existing spreadsheet
• Use the provided census template
• Copy and paste data directly into EasyBlue
• Enter member details manually, one at a time

The system automatically checks and organizes the data as you upload to help catch errors early.

Yes, you can upload the census in advance to get prepared. However, enrollment invitations can't be sent until the plan sponsor has signed. This ensures enrollment only begins once the plan is formally confirmed.

A minimum of two employees per class is required. Note: if a class has only two employees, Long-Term Disability (LTD) is not eligible.

Each person can be enrolled separately as Single. They don't need to be enrolled as a Family.

The next step will be one of the following:

• Review the member list and click Next to return to the Policy Sections overview (enrollment invites can't be sent until the plan sponsor has added payment details and signed the plan agreement)
• Send enrollment invitations to all uploaded employees

Note: EasyBlue is only used for enrollment during initial onboarding. Once the policy is activated, ongoing enrollments are managed through ADMINnet. After activation, plan sponsors will receive a separate email from Pacific Blue Cross with their ADMINnet login information and a temporary password.

You and the plan sponsor can track enrollment progress in the dashboard, which shows which members have been invited, have a pending enrollment, or have completed it. Members who haven't completed enrollment will automatically receive a reminder email three days after their invitation was sent.

Yes, members receive a confirmation email once they complete enrollment. For now, members can't view or download a copy of what they submitted, but this is planned for a future update. Once the policy is active, members will receive a separate email inviting them to access Member Profile, where they can view their enrollment details.

An employee can choose to opt out of a benefit they're otherwise eligible for, such as Extended Health or Dental coverage, typically because they're already covered under another plan. During enrollment, they'll indicate whether they're refusing coverage for:

• Themselves only, or
• Themselves and their dependents (spouse and/or children)

Refusals must be documented to keep records accurate.

Yes. The enrollment experience works on phones, tablets, and desktops. It's fully responsive and guides members step by step, no matter what device they're using.

If a member didn't receive the email or lost it: 
Resend the invitation. A new email with a fresh enrollment link will be sent.

If the invitation was sent to the wrong email address:

1. Delete the existing invitation
2. Create a new invitation with the correct email address

A new enrollment link will be sent to the updated address.

Yes. Edit the member's email address in the census section, then use the email icon on that member's row to resend the invitation to the correct address.

No, resending only generates a new access link. Any existing data the member has entered stays the same unless they update it themselves.

They can be sent once the required policy setup steps are complete, including payment details and the plan agreement. You can upload and prepare member information beforehand, but invitations can only be sent once the policy is ready for activation.

This is often caused by network or firewall restrictions, especially on a corporate network. Try these steps:

1. Open the link from a different network (e.g., turn off your VPN or try a home network).
2. Try a different browser.
3. If the issue continues, ask your IT team to allow access to the portal.
4. If still unresolved, contact your Pacific Blue Cross contact and share a screenshot of the error.

1. Check your junk or spam folder.
2. Wait a few minutes and check again – delivery can sometimes be delayed.
3. Reopen the quote link to trigger a new passcode email.
4. Make sure you're checking the email address the quote link was sent to.

If you still haven't received it: try a different browser or network, ask your IT team to check whether Pacific Blue Cross emails are being blocked, or contact your Pacific Blue Cross contact directly.

1. Give it a moment – creating an alternate quote recalculates pricing, which can take a little longer than usual
2. Refresh the page or return to the quote summary – the original quote should still be intact

If the issue continues, return to the quote summary and contact your Pacific Blue Cross contact, letting them know you were creating an alternate quote when the problem occurred.

1. Check your file: make sure it's a standard Excel file (.XLSX or .CSV) with no unnecessary tabs, formulas, or formatting.
2. Try uploading again – a temporary connection issue may have caused the timeout.

If the problem continues, save a copy of your file and contact your Pacific Blue Cross contact for help.

1. Look for validation messages – if any rows have missing or mismatched information (e.g., class, division, or eligibility rules), the system will flag them before displaying the list.
2. Check your column headings and data format – using the provided template (or matching its structure) helps ensure data maps correctly.
3. Try a different upload method – you can copy and paste the data or add employees manually to get started.

If data still isn't appearing, save your file and contact your Pacific Blue Cross contact or Support for help reviewing it.

Only contacts assigned the Authorized Signatory role can sign the plan agreement. To fix this:

1. Check the contact list on the policy and confirm the intended signer has the Authorized Signatory role assigned.
2. If not, update their contact role to add Authorized Signatory.
3. Once updated, the plan sponsor can return to the link and complete the signature.