Trusted Enrollment Professionals

As one of the nation's most experienced benefits enrollment companies, we help public and private employers of all sizes maximize the investment and utilization of their employee benefits programs.

Services

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Our Process

We employ a comprehensive three stage approach when conducting enrollments. The process begins several months before enrollment begins and carries on after it is completed. We customize this process to align with our clients' initiatives and business goals.

Plan

Determine employee satisfaction and understanding of current benefits, identify coverage gaps, and determine benefit education needs.

Engage

Educate employees on the total value of the benefits package, new benefit program rollout, consumer driven health plan concepts or saving for retirement.

Enroll

Capture employee enrollment elections using one-on-one or group meetings, call center, assisted online enrollment or a combination approach.

Some of Our Clients

Sample Enrollment Communications

Business Profle

Enrollment Guide

Sample Communication

Sample Benefits Enrollment Guide. Serves as a cumulative resource for all information regarding open enrollment and the benefits offering.

Benefits Guide

Benefits Guide

Sample Communication

The Employee Benefits Summary Guide provides a high level overview of the benefits offering and corresponding rates and plan information.

Enrollment Poster

Enrollment Poster

Sample Commmunication

An enrollment poster that alerts employees that benefit representatives are on-site and what they can expect during their enrollment session.

Enrollment Mailer

Enrollment Home Mailer

Sample Communication

A Home Mailer sent advance of open enrollment alerting employees of the upcoming enrollment period.

Enrollment Reminder

Enrollment Reminder Flyer

Sample Communication

A reminder flyer that can be posted at the workplace informing employees of the upcoming enrollment period.

Benefits Statement

Benefit Statement

Sample Commmunication

A sample benefit statement with an alternate design that includes information about the employer's benefit initiatives.

Enrollment Email

Enrollment Email

Sample Commmunication

Draft of a HTML Email that can be easily customized and distributed to employees.

Mailbox Stuffer

Mailbox Stuffer

Sample Commmunication

A mailbox stuffer that can be placed in the employee's work mailbox. Particularly effective for our education clients.