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
