Voluntary Benefits Services

Carrier/Product Evaluation:

• Goal is to help clients with the RFP procurement process in evaluating the various carriers’ products, implementation process, enrollment support, ongoing service model (local versus home office), and post-enrollment backroom support.
• Correspond with and understand carriers’ product provision strengths/weaknesses
• Negotiate pricing and compensation structure
• Establishing carrier quoting expectations/guidelines
• Attend finalist meetings

Communication and Enrollment Strategy:

• Goal is to provide holistic, interactive, and educational communication to employees about their benefits programs
• Drive employee awareness of and appreciation for current benefits programs
• Increase employee-level attention and interaction that is meaningful and relevant (utilizing a variety of tools and resources that include group meetings, one one one educational sessions, call center support, mobile apps, etc)
• Partner with employee engagement experts who can customize a culture-specific education initiative as well as educational and customized support from “hire to retire”.
• Offer the ability for end-user customers to partner with an organization that can operate as an extension of Human Resources (including annual and perpetual enrollment and new hire onboarding services)

Technology Assessment:

• Goal would be to simplify administration of benefits for the employer, assist with establishing and maintaining ACA compliance, and seamlessly integrating with other third party systems
• Technology needs and available platforms are rapidly changing. Some are good and some are not.
• Evaluate platform capabilities (decision making support tools, Payroll/HRIS system connections, Time and Attendance Reporting, Employee Benefits portal, compliance services, etc.)
• Determining what functionality an end user customer needs
• Determining whether or not carriers have established feed capabilities
• Understanding setup and ongoing fees