We provide a fully outsourced solution that allows brokers to focus on the delivery of employee benefit strategies while leveraging our services related to the technology side of the business. From the early stages of discovery, through implementation and ongoing support, we act as an extension of your team.
During the discovery process, you'll work with a tech expert from our team to help educate your clients & internal team.
- Needs Assessment
- Platform Demos
- Technical RFP Assistance
- Proposal Issuance
Once we have the green light to begin implementation, we'll assign a dedicated client service team to lead you through a smooth implementation.
- Kickoff Call & Project Planning
- Case Build Out
- Quality Assurance Testing
- EDI File Setup
Upon system launch, we'll continue to remain by your side. We're here to get you acquainted with the system and to provide additional support and assistance.
- Training of HR Staff
- Dedicated Service Team
- Employee Tech Support
- EDI File Maintenance
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