Successes
Case Study 1
Healthcare
Scenario:
Our strategic partner’s client was looking for an open enrollment and new hire enrollment strategy that could touch their entire population that operates in over 40 states (communication, education, and enrollment). The client needed the solution to include site visits (face to face) as well as call center support to be able to reach as many of their thousands of locations as possible in a 45 day window. The client was adding new health plan solutions and a voluntary benefits solution within a captive.
Results:
- We consistently reach thousands of employees that previously never had the means to speak with a benefits counselor and therefore have increased employee education and enrollment participation by over 300% over the years.
- Helped the Client’s captive underwriting profits grow substantially due to increased enrollment in the VB lines of coverage.
Case Study 2
IT & Engineering
Scenario:
Our strategic partner had a client that was harmonizing 7 entities under a new parent company. The client and partner were looking for support educating the employees on the changes to the benefit plans. The client wanted to make sure employees had access to proper education if they had questions about the plan designs, rates, and personal questions.
Results:
- Over 350 employees utilized the call center during open enrollment
- Voluntary enrollment generated $121,000 in new revenue for broker partner
Case Study 3
Manufacturing
Scenario:
Our strategic partner had a client that was looking for open enrollment support (communication, education, and enrollment). The client needed the solution to fit with their current full-time system (ADP Workforce Now). The client was adding new benefits during the open enrollment period and wanted to make sure employees had access to proper education if they had questions. The HR team had a challenge of getting employees to complete enrollment in a timely manner in ADP in previous years.
Results:
- 92% of employees completed their benefit elections prior to enrollment period ending
- Voluntary enrollment generated $26,250 in new revenue for broker partner
Case Study 4
Construction/ Demolition
Scenario:
Our carrier partner reviewed their dormant account list for existing clients who had not seen an increase in participation in several years. The opportunity first enrolled several years back and the worksite enrollment was handled separately from the core lines. Participation had remained stagnant for the carrier and broker who placed the business. The carrier partner hoped we could drive additional participation and revenue for the company and broker partner.
Results:
- Increased premium by 62.5%
- Increased broker revenue by $30,000 or 7x year/year
Case Study 5
Chemical Manufacturing
Scenario:
Our strategic partner had a client that was looking for open enrollment support (communication, education, and enrollment). The client needed the solution to fit with their current full-time system (UKG). The client was adding new benefits during the open enrollment period and wanted to make sure employees had access to proper education if they had questions. The HR team wanted to provide the employees with an additional resource to field questions as the HR staff of two could not handle the requests previously.
Results:
- 94% of employees completed their benefit elections prior to enrollment period ending
- Voluntary enrollment generated $32,200 in new revenue for broker partner
Case Study 6
Manufacturing
Scenario:
Our strategic partner had a client that needed a quick open enrollment solution (technology and communication strategy). The client needed a solution to bridge-the-gap until their full-time system was set up. The client had open enrollment beginning in 14 days and needed the system built and an enrollment team trained.
Results:
- 96% of employees completed their benefit elections prior to enrollment period ending
- Voluntary enrollment generated $15,700 in new revenue for broker partner
