| Quoting | In Scope |
| Provide quotes for all lines of coverage: Medical, Dental, Vision, LTD, STD, Voluntary Benefits and PEO | 
|
| New Business Implementation | In Scope |
| Summaries and SBCs reviewed for accuracy |
|
| Carrier enrollment material preparations (electronic and/or shipped) |
|
| Prepare and process new business. All documents/forms are reviewed for accuracy and submitted for timely implementation |
|
| Manage implementation through install |
|
| Obtain ID numbers and approval letter |
|
| Account Management | In Scope |
| Year-round dedicated account management team for support |
|
| Assist with new hire enrollments, changes and terminations |
|
| Request carrier ID numbers and/or ID cards |
|
| Claims advocacy and dispute resolution |
|
| Bill reconciliation |
|
| Carrier/vendor management & liaison |
|
| Open Enrollment | In Scope |
| Customized employee communications (Plan election forms and Benefit Overview guides for 20+ enrolled small groups) |
|
| Conduct enrollment/educational meetings (in person and/or virtual) |
|
| Renewal Analysis | |
| Obtain and prepare renewals for all lines of coverage |
|
| Provide plan alternatives along with thorough analysis |
|
| Additional Services | |
| Access to ThinkHR Comply, a comprehensive resource center for all your workforce issues and HR compliance support |
|
| Facilitate enrollment technology implementation (Ease, PEO, etc. ) |
|
| Access to top-ranked employee benefits law firm for legalquestions/concerns |
|
| Customizable materials via online Marketing Resource Center |
|
| Benchmarking data |
|
| Marketing and Analysis | In Scope |
| Provide quotes for all lines of coverage: Medical, Dental, Vision, LTD, STD, Voluntary Benefits and PEO |
|
| Underwriting team will review and market with all major carriers for maximum savings |
|
| Provide detailed analysis on all lines of coverage to determine best options available |
|
| Provide alternate funding strategies (if available and requested) |
|
| New Business Implementation | In Scope |
| Plan contribution analysis and modeling |
|
| Summaries and SBCs reviewed for accuracy |
|
| Carrier enrollment material preparations (electronic and/or shipped) |
|
| Prepare and process new business. All documents/forms are reviewed for accuracy and submitted for timely implementation |
|
| Manage implementation through install, Obtain ID numbers and approval letter |
|
| Account Management | In Scope |
| Year-round dedicated account management team for support |
|
| Assist with new hire enrollments, changes and terminations |
|
| Request carrier ID numbers and/or ID cards |
|
| Claims advocacy and dispute resolution |
|
| Bill reconciliation |
|
| Carrier/vendor management & liaison |
|
| Open Enrollment | In Scope |
| Prepare customized employee communications (Plan Election forms and Benefit Overview guide) |
|
| Conduct enrollment/educational meetings (in person and/or virtual) |
|
| Renewal Analysis | In Scope |
| Mid-year claims utilization review to examine trends and provide insight on plan performance |
|
| Focus on potential benefit plan changes and/or program enhancements for the upcoming renewal |
|
| Provide strategic actions directed at improving the quality and affordability of the health plan. |
|
| Provide plan alternatives along with thorough analysis |
|
| Compliance | In Scope |
| ACA and ERISA Compliance |
|
| Access to ThinkHR Live/Comply -a comprehensive resource center for all your workforce issues and HR compliance support with live HR experts |
|
| Access to top-ranked employee benefits law firm for legal questions/concerns |
|
| Additional Services | In Scope |
| Facilitate enrollment technology implementation (Ease, PEO, etc.) |
|
| Customizable materials via online Marketing Resource Center |
|
| Benchmarking data available by industry, product, and plan design |
|
