Customer Service

Core and Voluntary Benefit Enrollments

Designing, enrolling and administering a successful benefit program can be a daunting task for any organization, regardless of the size or demographics of the group. Our enrollment services have been designed to eliminate the challenges associated with core and voluntary benefit enrollments that normally fall to Human Resources. We will reduce the stress and work load for you and your staff during the initial implementation process, at the time of your open enrollment period and on an on-going basis throughout the years.

Dedicated Enrollment Team

You will meet and begin working with your dedicated enrollment team long before your open enrollment occurs. They will be working with you and your staff during the most initial stages of the enrollment implementation to lend their experience and expertise every step of the way to ensure a successful enrollment.

Your dedicated enrollment team includes:

  • Implementation Manager
  • Dedicated Account Manager
  • Benefit Representatives
  • Service Representative

Dedicated Account Manager

Your Dedicated Account Manager will be working with your staff scheduling on-site enrollment meetings and providing assistance communicating information to your employees to educate them about the benefits being offered, as well the enrollment process. They will meet or speak with each department head to determine how we can most effectively meet the unique enrollment needs of each department without disrupting daily work flow. Your Account Manager will also be working with your payroll department to ease the burden of setting up new or revising existing payroll deduction lines. They will be responsible for coordinating every aspect of the enrollment with your staff, Benefits Planning Corporation staff involved with your benefits and the insurance carriers. If you every have a question or concern you will know exactly who to call.

Dedicated Benefit Representatives

Our professional, licensed Benefit Representatives will be meeting with your employees on-site to enroll them in the core and /or voluntary benefits. The goal of the entire enrollment team, including the benefit representatives, is to ensure that every eligible employee has had an opportunity to make an educated decision regarding the options available to them during the open enrollment.

Dedicated Service Representative

Your dedicated Service Representative will be responsible for working with your employees after the open enrollment period to answer questions, resolve problems or concerns and process changes. They will coordinate the payroll deductions with your payroll staff and the insurance carriers, eliminating the need for your staff to reconcile premium payments. If changes occur to an employee’s deduction they will contact your payroll department to advise them of the revised deduction amount. If an employee terminates coverage or changes jobs and elects to take their coverage with them they will contact Benefits Planning Corporation.

Enrollment Services:

During the Open Enrollment period, Benefit Representatives will meet with your employees on a one-on-one basis to ensure that they have complete understanding of each of the benefits being offered to them. In addition to Voluntary Benefits your core benefits can also be included. Their goal is inform employees of the available options and assist them in the enrollment process for the coverage they elect. Enrollment services include:

  • Electronic Benefit Enrollment
  • Customized Employee Enrollment Communications
  • Customer Service

Benefit Communications

The importance of communication cannot be over-stated. Effectively communicating with employees significantly determines the success or failure of any benefit enrollment. Educating your employees about the benefits and options available to them during an Open Enrollment is one of the most critical stages of the enrollment if employees are to make informed decisions. It also serves to increase employees’ understanding and appreciate for the value of their entire benefit package.

Four Steps to Communication Process:

  • The announcement stage;
  • The education stage;
  • The enrollment stage;
  • The follow-up stage.


Our goal during the announcement stage is to create an awareness of the benefit(s) to be enrolled.. Benefits Planning Corporation accepts complete responsibility for the drafting, printing and distribution of all voluntary benefits offered to employees. Methods of communication include:

  • Posters
  • Payroll Stuffers
  • Tent Cards
  • Email Blast
  • Letters mailed to employees homes
  • Newsletter articles
  • Manager Memos
  • Brochures



Voluntary Benefit Choices

Providing employees with the opportunity to personalize their benefits to satisfy their unique needs is critical to a successful benefit program. Benefits Planning Corporation offers a diverse selection of voluntary benefits in order to meet the needs of your organization, as well as your employees.

Most of these voluntary benefits can be funded through the convenience of payroll deduction and many offer portability. This means if an employee changes jobs or retires they can keep their coverage.

Voluntary benefits we offer include, but are not limited to:

  • Life Insurance
  • Short Term Disability Insurance
  • Long Term Disability Insurance
  • Individual Supplemental Long Term Disability Insurance
  • Cancer Insurance
  • Critical Illness
  • Long Term Care Insurance
  • Accident Insurance
  • Legal Services
  • Pet Insurance
  • Fraud/Identity Theft Protection
  • Voluntary Dental Insurance

Voluntary Benefit Carrier Selection

Benefits Planning Corporation is able to offer products from the most competitive carriers in the country. We enroll and administer voluntary products from the following carriers.

Allstate/American Heritage
Alternative Healthcare Options
American Family Life Assurance Company
American General Life Insurance Company
American Life Insurance Company
ASPCA Pet Insurance Pet Assure
Assurity Life Insurance Company
Baltimore Life Insurance Company/ASI
Bankers National Life Insurance Company
GE (Benefit Solutions)
Boston Mutual Life Insurance Company
Life Insurance Company of Boston & New York
CNA/Continental Insurance
Colonial Life & Accident
Combined Insurance Company
Concord Group Insurance Company
Connecticut General Life
Conseco Life Insurance Company
Continental Advantage Worksite
Covenant Life Insurance Company
Crowwnlife Insurance Company
Fidelity Security Life
First Penn Pacific Life Insurance Company
Great Southern Life
Highmark Insurance
Independent Life
Jefferson Pilot Financial
John Hancock Company Life Insurance
Mass Mutual Life Insurance Company

Metropolitan Life Insurance Company
Mony National Life Insurance Company
National Benefit Life
National travelers Life Insurance Company
National Vision Administrators
New York Life
Oxford Life Insurance Company
Paragon Life Insurance Company
Pet Assure
Pets Best
Premiere Pet Insurance
Purina Pet Insurance
Protective Life
Provident Life & Accident Insurance
Prudential Life Insurance Company
Reliance Standard Life Insurance Company
Security Mutual
Texas Life
The Hartford Group
Trustmark Voluntary Benefits
US Life Insurance Company
Union Central Life Insurance Company
United Fidelity
Unum/First Unum
USLIC in City of New York
Utica Life Insurance Company
VPI (Veterinarian Pet Insurance)