Forms & Documents

Medical sales tools and resources

• What You Need to Know For 2027
• Small Group Product Guide
• Understanding Aggregation Options

At-a-glance products and benefits*

Rochester region

• Q1: Effective 1/1/27 - 3/31/27
  • Placemat
  • Booklet

• Q2: Effective 4/1/27 - 6/30/27
  • Placemat
  • Booklet

• Q3: Effective 7/1/27 – 9/30/27
  • Placemat
  • Booklet

• Q4: Effective 10/1/27 – 12/31/27
  • Placemat
  • Booklet

Syracuse region

• Q1: Effective 1/1/27 - 3/31/27
  • Placemat
  • Booklet

• Q2: Effective 4/1/27 - 6/30/27
  • Placemat
  • Booklet

• Q3: Effective 7/1/27 – 9/30/27
  • Placemat
  • Booklet

• Q4: Effective 10/1/27 – 12/31/27
  • Placemat
  • Booklet

Albany, Mid-Hudson, Utica region

• Q1: Effective 1/1/27 - 3/31/27
  • Placemat
  • Booklet

• Q2: Effective 4/1/27 - 6/30/27
  • Placemat
  • Booklet

• Q3: Effective 7/1/27 – 9/30/27
  • Placemat
  • Booklet

• Q4: Effective 10/1/27 – 12/31/27
  • Placemat
  • Booklet

Member brochures

• Copay Plan
• Deductible-A Plan
• Hybrid Plan
• HSA-A Plan
• HSA-B Plan 
• HSA-D Plan

Dental sales tools and resources

• Annual Maximum Rollover
• Dental Blue Options
• SimplyBlue Plus Dental
• How Pediatric Dental Benefits Work

Dental at-a-glance charts

• Rochester region
  • Q1: Effective 1/1/27 - 3/31/27 
  • Q2: Effective 4/1/27 - 6/30/27 
  • Q3: Effective 7/1/27 - 9/30/27 
  • Q4: Effective 10/1/27 - 12/31/27
• Syracuse region
  • Q1: Effective 1/1/27 - 3/31/27 
  • Q2: Effective 4/1/27 - 6/30/27
  • Q3: Effective 7/1/27 - 9/30/27 
  • Q4: Effective 10/1/27 - 12/31/27
• Albany, Mid-Hudson, Utica region
  • Q1: Effective 1/1/27 - 3/31/27 
  • Q2: Effective 4/1/27 - 6/30/27
  • Q3: Effective 7/1/27 - 9/30/27 
  • Q4: Effective 10/1/27 - 12/31/27

Vision sales tools and resources

• Simply Vision Plans
• Employer Simply Vision Plan Flyer
• Member Simply Vision Plan Flyer
• Davis Vision Discount Flyer
• Davis Vision Provider List
• Safety Eyeglass Program Flyer

Wellbeing tools and resources

ThriveWell

• ThriveWell Member Guide
• ThriveWell Quick Start Guide
• ThriveWell Member Program Flyer
• Rewards Points and Cash Flyer
• Rewards Flyer
• Foodsmart Flyer

* Rates shown are subject to approval by the New York State Department of Financial Services (NYS DFS)