"Pittsburgh's Local Voluntary Benefit Consulting & Enrollment Firm"

 

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ACQUISITION

 

  • Execution of the account assessment survey to determine client's needs.

  • Collection of census and other data required for the evaluation process.

  • Creation of a formal request for proposals.

  • Analysis of various carriers rates, underwriting, product features and service.

  • Creation of a formal proposal and post account assessment survey meeting material--recommendations

  • Presentation of complete analysis and recommendation to employer.

  • Coordination with the carrier's field and executive personnel to establish case.

  • Completion of the employer authorization documentation.

  • Establishment of the case with the selected carrier.

 

 

IMPLEMENTATION

  • Coordination of the Team Meeting.

  • Development of enrollment strategy.

  • Development of enrollment time line.

  • Coordination with human resources department and department managers.

  • Preparation of pre-enrollment marketing material.
    (i.e. payroll stuffers, posters and needs analysis material).

  • Establishment of billing practices.

  • Development of electronic case, including data input.

  • Employee communication meetings.

  • Individual employee benefit meetings.

  • Preparation of technology platform.

  • "Scrubbing" and submission of applications.

  • Communication of benefit statements, salary illustrations and cafeteria plan information.

  • Re-enrollment of program each year.

  • Establishment of new hire process.

 

SERVICE

  • Assignment of Service Representative to the client to assist with billing, claims, administration and policy holder questions.

  • Periodic service call to the Plan Administrator to maintain the program.

 

 

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