Our process and project management provide full transparency, consistency, and accountability to all stakeholders.
Our focus on project management drives results while providing complete transparency and accountability for all stakeholders in the enrollment.
Our highly customizable project management process is at the core of everything we do. It provides each stakeholder with a single point-of-contact to help successfully implement and navigate the end-to-end health insurance and benefits management process – from discovery to deployment.
Whether resolving issues, conducting training, setting-up carriers, or managing data, we know visibility and seamless operations are pivotal to optimizing performance.
Step 1: CASE SETUP
Implementation Timeline
- Develop enhanced benefit strategy
- Enrollment and communication timeline
- Implementation & project management
- Collection and validation of data elements
Step 2: BENEFITS COUNSELOR
CERTIFICATION & TRAINING
- Enrollment platform & call center technology
- Virtual screen share technology
- Client-specific core benefit training
- Ep6ix case certification
Step 3: COMMUNICATION PLAN
EMPLOYEE ENGAGEMENT TOOLS
- Voicemails
- Texting tools
- Custom videos
- Schedule tools
- HTML Emails
- Posters & Postcards
- In-person or virtual consults
- Employee app with a communication portal
Step 4: ENROLLMENT & CASE MANAGEMENT
PERFORMANCE & EXECUTION
- Enrollment platform & call center technology
- Virtual screen share technology
- Client-specific core benefit training
- Ep6ix case certification
Step 5: POST ENROLLMENT
VALIDATION & SUBMISSION
- Employee survey
- Enrollment file scrub
- Deduction file mapping
- Bill reconciliation
- Stewardship meeting
- New Hires
Process
People
Platform
Partnerships
Product
