We take an agnostic approach to carriers and enrollment platforms and work to align the objectives
of all stakeholders beginning with the client and broker. Our approach relies on and benefits from:
- Execution and Experience – 17 years of executing core enrollments
- Helping to deliver benefit strategy and education using the best Benefit Counselors in the industry
- Intensive training on core benefits for all Benefit Counselors
- Custom branded communication and employee engagement tools
- Dedicated Implementation Consultant to provide demo, discovery, deployment and data management
- Ability to work and provide support within your current platform; or provide solutions when needed
- Key partnerships including Carriers, TPAs, Technology, Compliance, Billing Solutions, and more
1,600 Benefit Counselors
- Trained holistically on core benefits
- Case training for each client
- Credentialed and rated by employees
- Support for ten plus languages
- Onsite and/or virtual
Virtual Enrollment Tools
- Screenshare Meeting &
- Virtual Call Center
Ongoing Support
- New Hire Onboarding &
- Qualified Life Event Support
Implementation Consultant & Case Management
- Liaison to work with the broker, carriers, case builder & client on implementation
- Project Plan & Implementation Timeline
- Creates visibility and project targets
- Data analysis
- Extensive Core Case Guidelines
- Daily status calls & counselor group chat
- Daily reporting of employee engagement results
- Scheduled, Completed, Not Started
- Enrollment deduction file audit
Case Communication & Mobile Enable App
- Sales Presentations & RFP Responses
- Custom Communication Plan
- Voicemail
- Client-branded text and email campaign
- Employee Scheduling Tool
- Custom Branded Communications:
- HTML emails
- Videos
- Posters and Postcards
- Landing Page
- Employee Surveys
Benefits Administration System
- Ability to work across all platforms
- Executed enrollments on:
- UltiPro, IES, Paycom, ADP, Paylocity, Ease, Bswift, ENav, Benefit Harbor, and more
- Option to build on ENav, Ease, Bswift, PlanSource and Enroll Confidently