Enrollment

We offer a thorough menu of enrollment services and we will work with you to create an administration enrollment system that manages your employee enrollment cycle not only at open enrollment but throughout the plan year. Allowing you to focus your time more effectively.

We offer the following services based on your needs:

• New Hire Orientation Services – Dedicated Staff to enroll your new hires, at your site, on your timeframe. Weekly, Monthly or Quarterly or as needed.
• Materials – Print or Electronic Format
• Enrollment Flyers and Posters
• Benefits Guides- Small Group and Large Group Editions
• Ongoing In-house Eligibility Services- Process Adds, Terms and Changes
• Billing Reconciliation- Audit & Review of all Carrier Invoices to Ensure Proper Credits / Debits
• Payroll Contribution Calculations & Audits
• Direct Enrollment Assistance
• Zoom Meeting Enrollment Services also available
• Enrollment Meetings Management on behalf of Employer
• Payroll Stuffers
• Open Enrollment and New Hire Benefit Packets
• Pre-Populated Enrollment Forms

Traditional Paper Enrollment
If you prefer a traditional paper enrollment, we can accommodate this process as well.
Contact one of our Brokers who will be happy to arrange a Free Consultation.