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Assigned Liaison for Implementation

Customized Informational Flyers open enrollment

Customized Informational Flyers perpetual/ new hires

Text Blast Campaign

Licensed and vetted salaried benefit counselors

Counselors trained on the specifics of your companies benefit offerings

Customized Enrollment Conversation/Talking Points

Customized plan and coverage recommendations for employees based on their unique scenarios

Collection of Emergency contact information

Counselor Assisted Enrollment: Open Enrollment

Counselor Assisted Enrollment: New hires

Inbound call center/no appointment needed

Dedicated toll-free number

Recorded and Archived phone calls

Real time delivery of important documents/links

Outbound Communications and Enrollment reminders

Real time delivery of claim forms, benefit guides and plan documents to employee’s email

Midyear Confirmation of current coverages (ex. Dependent tier, benefit amount, waiting periods.)

Plan design Q&A

Assigned Account Management Member for Ongoing year-round service

Broker Platform Training Sessions

Option to Add - Decision Support with BenefiAi and White Glove HR Solution Services

Open enrollment text message campaign

Option to Add - Decision Support with BenefiAi and White Glove HR Solution Services

Custom benefits administration platform build

Collection of in-depth company structure on customized game plan document

Collection of all material required to create informative marketing material

Weekly Kick off calls up to Open enrollment

Ensure Carrier receives and loads open enrollment data

Electronic Custom Guidebook- Standalone pdf including explanations of ALL benefit offerings (Minimum 3-week lead time required)

Printing/Shipping Services of Materials (flyers and guidebooks)

Unlimited 834 Carrier/TPA Integrations

Carrier File feed Setup and Ongoing Maintenance

One-way Payroll Feed

Bi-lateral Payroll Feed ($0.50 PEPM)

Quarterly carrier audits (to ensure coverage is applied correctly)

Quarterly payroll audits
(To ensure client is deducting premium correctly)

Populate Carrier OE enrollment spreadsheets if carrier cannot take a file

Age out Maintenance- Automatic removal of overage dependents on a monthly basis

Census Data Scrubbing- Ensure demographic data is complete prior to loading to enrollment portal

Daily Open Enrollment Status Reports during open enrollment

Access to standard pre-built system reports

Automated Report Delivery

Customized Payroll Report for upload into your payroll system

HR and Broker Analytics

Custom Self Bill Report built to carrier specifics

One-on-one counselor assisted enrollment Meetings

Tracking and Reporting of outbound reminder calls

Assistance in finding in network doctors, dentists and optometrists

QLE support

Platform technical support

Option to Add - Decision Support with BenefiAi and White Glove HR Solution Services

Decision Support with BenefiAi

Employee Self-Serve Access

Option to Add - White Glove HR Solution Services

Customizable Branding

Multilingual Marketing Translation services

Bi-lateral Payroll Feed ($0.25 PEPM)

One-on-one counselor assisted enrollment Meetings

Counselor assisted benefit changes due to QLE

Unlimited Priority Account Management Call/Email Support

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Dependent documentation (Verification & Management)

Processing Court Order Changes uploading of provided documentation

Priority service for new hires that miss their enrollment grace period

Beneficiary Housing and Maintenance with carrier confirmation

Dependent verification: Uploading of supporting documents

EOI Maintenance and approvals

Carrier Portal Entries

FMLA Paperwork Assistance

COBRA Paperwork Assistance

Voluntary Claim Filing Support

Core and Ancillary Claim Support

Corel ID card replacement assistance

Option to Add - Decision Support with BenefiAI