Full-Service Implementation

Initial implementation and ongoing delivery of benefits

Implementation and onboarding

Smooth execution

Our implementation process doesn’t leave everything up to you and your clients. With your guidance and leadership, we take ownership of all the details needed to ensure a smooth roll-out

Customized design and configuration

We use client company data, forms, rules, and plan details along with their messaging, logos, and color schemes to create a customized employer brand and drive the realization of strategic outcomes

Dedicated service team

Our team is with you and your clients every step of the way. We seek your input whenever it’s needed and keep you up-to-date on everything you need to know. This gives you the peace of mind and confidence you need to focus on the strategic activities that will drive greater success for you and the employers you serve

Annual Enrollment Updates

Project management

We publish a timeline eight weeks in advance of renewal date and take the lead in tracking and managing the project including reviewing and updating the system with all renewal related changes

Communication content and plan

We work with you and your client to implement integrated communication plans to support benefit enrollment goals and strategies

Carrier changes and data connections

We set up and test new data connections, and manage eligibility feeds to current and new carriers during the transition period to ensure accurate enrollment and billing for the new plan year

Dashboards to monitor enrollment

The system displays enrollment progress on customized, client-specific dashboards, with drill down capabilities to generate lists of employees to communicate and follow up with