Our Process

Delivering Enrollment Results

Our Proven Five-Step Enrollment Plan

DEVELOP A STRATEGY

  • Establish Goals & Requirements
  • Understand Culture & Expectations
  • Assess Technology Needs

DETERMINE BENEFITS

  • Determine Benefits to be Communicated
  • Plan Options, Costs & Benefit Classes
  • Test File of Employee & Benefit Data

CREATE COMMUNICATIONS

  • Confirm Communication Needs
  • Enrollment Campaigns & Educational Resources
  • Administrative Forms & Statements

CONDUCT ENROLLMENT

  • Conduct Counselor Training
  • Launch Enrollment & Maximize Enrollment Participation
  • Monitor Software & Event Operations

REPORT RESULTS

  • Submit Enrollment Data to Carriers & Employer
  • Review Participation & Data Results With Employer
  • Establish Ongoing Customer Service