Enrollment
- National enrollment of core and voluntary benefits
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Open enrollment and new hire benefits onboarding
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On-site, call center, and self-service
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Co-browsing available
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Benefit statements provided
Project Management
- High-touch management and planning
- Recurring implementation calls
- Timeline with milestones of expected deliverables
- Client-specific training pre-enrollment
- Accountability and direct management of benefit
counselors
Benefit Counselors
- Large team of full-time W-2 benefit counselors
- Majority bilingual
- Universally trained on benefits, enrollment etiquette, and industry trends
- Certified by VBA management
Technology
- Capability to enroll on all platforms
- Enterprise license holders and certified case builders for select systems
- Systems available to adopt at little to no cost
- Online scheduling and engagement software
Communications
- Communication strategies specific to each client
- Digital flyer creation
- Email and text campaigns
- Management memorandums
- Promote client initiatives and key messaging to all employees
Ongoing Support
- Year-round service of enrollment, billing, and claims
- Bilingual advocates for filing VB claims
- Post-enrollment audit of elections
- First invoice reconciliation against deductions
- Dedicated account manager and billing specialist for each client