Whether you’re still on paper (or using a system so inefficient that you might as well be on paper), a successful enrollment is the catalyst to a sustainable benefit strategy. Accurate data, ease of use, employee adoption and increased participation – all results of a custom, digital enrollment process. You know by now online enrollment would be more efficient than slogging through paper forms for another year. So why haven’t you made the switch?

2. Lauren Nichols:
Client Services Delivery Manager

3. Anne Burkett:
National Practice Leader, HR Technology, USI Insurance Services

4. Consider the process today and ask questions about how to
automate each step
• Talk to key users before implementation
• Don’t forget about the little things:
 Evidence of Insurability Automation
 Alerting slower employees they are running out of time to enroll
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Automating

5. • Lean on the experts for Best Practice Suggestions
 Vendor should answer technology questions
 Broker should answer benefit questions
• Benefit Plan contracts and eligibility details
 Broker should have those details to share with the vendor
• Can all your carriers accept eligibility data electronically?
 How long will it take to get those electronic files set up?
 Who will manage eligibility with the carriers until the files go live?
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What to Expect

6. • Be sure to make the time to provide the data that the
Vendor asks (many items can come from the broker and
carriers, but there will still need to be some involvement
from your team)
• Don’t underestimate the change in management that may
need to occur
• Implement off of open enrollment if at all possible
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Final Thoughts

7. Rachel Marchfield:
Director of Client Services

8. • Timelines are shorter
• Introduces processing efficiencies
• Ease of access for HR or Call Centers
• Allows us to administer complex rules through automated processes
• Allows for data protection and security
• Reduces errors in processing
• Provides system of record for reporting
• Happy employees = happy HR
Benefits of Online Enrollment
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9. Employee Welcome Page
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10. My Plans Page
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11. Questions?

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For More Information:
benefitexpress.info
sales@mybenefitexpress.com