Customize the Best Enrollment & Voluntary or Ancillary Solutions for Each Broker & Client.

It is all about reproducing successful results, customized around each client.

When working with a broker, we take a support role, following the lead of our broker relationship. We can build and support things in the background, sit alongside the broker, or own tasks as the broker desires.

To start, we use a discovery/planning template to really understand the history, status, and goals of each client. Some brokers have told us that our using this process has allowed them to uncover things about each client they did not know.

Then we construct an enrollment and coverage proposal for the broker to bless and then for the client to consider. This includes:

• Underwriting offers such as guaranteed issue amounts or waived items

• Coverage designs

• A benefit analysis if or as needed

• Complimentary offerings

• Details of how the enrollment will be conducted

• Enrollment technology plan with proposed schedule (i.e. Employee Navigator, Gathr, or . . .)

• Plus how new hires, acquisitions and next year’s open enrollment will be handled.

Throughout this process, we involve more than one member of our team so there is redundancy when providing support. During the enrollment, we provide reporting or updates as needed.

Lastly we create a record of what was done so we can review successes and challenges to continually improve.

After an enrollment, we stay engaged for the life of the relationship. Have a portal question, need advice on how to set something up in Navigator, need help tracking down a claims or billing issue, or any other question? Simply reach out to your dedicated team, and we will follow up.