Pre-enrollment Support

Enrollment planning begins well before the first employee speaks with a Benefit Coach. Led by the Account Manager, Beneport’s dedicated implementation team coordinates all aspects of the implementation process.

The implementation team usually includes:

• Dedicated Account Manager -acts as a single point of contact for the client, the broker/consultant, and the carriers and vendors coordinating  all aspects from pre-enrollment to enrollment to post-enrollment
  
  

• Communications Lead -working with client, broker/consultant and carriers develops communication strategy and drafts all communication pieces for approval
  
  

• Call Center Manager (for phone enrollments) or Case Manager (for onsite enrollments)-often helps to ensure employees are scheduled for enrollment, manages Benefit Counselors either onsite or in the Benefit Center once the enrollment begins
  
  

• IT Support Lead -builds or oversees building of enrollment platform, coordinates data exchange between enrollment platform, carrier systems and client HRIS system

  Pre-enrollment activities include:

  • Confirming the product offering and negotiating favorable underwriting

  • Developing the enrollment strategy to ensure minimum disruption of essential business activities

  • Obtaining payroll and employee census data

  • Conducting informational and planning meetings with key liaison personnel

  • Building and testing the enrollment platform

  • Developing the communication strategy

  • Coordinating enrollment supplies

  • Billing set up

  • Coordinating Benefit Coach training