Enrollment Services
Enrollment Services
Are you an insurance carrier or broker that needs a team of experienced benefits counselors to help you with an enrollment?
Benefits Planning offers dedicated enrollment teams to conduct enrollments on a one-time, yearly, or quarterly basis. Our team of benefit counselors have extensive knowledge and experience in Voluntary benefits, group benefits, and life insurance. Below is what is included in our enrollment services. Custom services are also available if you require more or less involvement in the enrollment process.
Dedicated Enrollment Team
You will meet and begin working with your dedicated enrollment team long before the 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.
Dedicated Account Manager
Your Dedicated Account Manager will be working with your staff scheduling on-site enrollment meetings and provide any assistance you may need to communicate information about the benefits being offered, as well the enrollment process, to the employees of the company we will be conducting the enrollment.
Dedicated Benefit Representatives
Our professional, licensed Benefit Representatives will be meeting with the employees on-site or remotely 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.