SlideShare a Scribd company logo
From Paper to Power Player
Lauren Nichols
Client Services Delivery Manager
• Onboarding and Communications
• Data and Change Management
• Electronic eligibility management
(EDI)
• Implementation process – paper vs.
online
 Different information sources
 Implementation process, benefits
similar
Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 3
A Customized Solution
Anne Burkett
National Practice Leader, HR Technology, USI Insurance Services
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
Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 5
Automating
• 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?
Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 6
What to Expect
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.
Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 7
Final Thoughts
Rachel Marchfield
Director of Client Services
• Suite of full outsourcing options
 Multiple delivery models
 Implement full services or selected options
 Phased implementation
• Enhanced data protection and security
• Introduces processing efficiencies
• Reduces errors
Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 9
Implementation with benefitexpress
• Ability to administer complex eligibility
rules and roles-based security
• Enhanced communication options
 Program targeted messages based on
population
 Automated communications based on
transactions
• Completed documentation
• Initial data audits
• Direct communication with carriers and
vendors
Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 10
Advanced Benefit Administration
• One team from implementation to ongoing
• Active management of the
implementation process
• Strong internal governance process
• Accountable for requirements definition
• Effective use of Client’s time through
implementation workshops
• Transparency to your data
and our performance
• Agile system with flexibility to
accommodate admin complexities
Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 11
What to Expect from an Implementation
Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 12
Employee Home Page
My Plans Page
Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 13
Questions?
Next Steps
Contact benefitexpress for innovative solutions
sales@mybenefitexpress.com

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From Paper to Power Player

  • 3. • Onboarding and Communications • Data and Change Management • Electronic eligibility management (EDI) • Implementation process – paper vs. online  Different information sources  Implementation process, benefits similar Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 3 A Customized Solution
  • 4. Anne Burkett National Practice Leader, HR Technology, USI Insurance Services
  • 5. 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 Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 5 Automating
  • 6. • 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? Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 6 What to Expect
  • 7. 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. Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 7 Final Thoughts
  • 9. • Suite of full outsourcing options  Multiple delivery models  Implement full services or selected options  Phased implementation • Enhanced data protection and security • Introduces processing efficiencies • Reduces errors Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 9 Implementation with benefitexpress
  • 10. • Ability to administer complex eligibility rules and roles-based security • Enhanced communication options  Program targeted messages based on population  Automated communications based on transactions • Completed documentation • Initial data audits • Direct communication with carriers and vendors Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 10 Advanced Benefit Administration
  • 11. • One team from implementation to ongoing • Active management of the implementation process • Strong internal governance process • Accountable for requirements definition • Effective use of Client’s time through implementation workshops • Transparency to your data and our performance • Agile system with flexibility to accommodate admin complexities Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 11 What to Expect from an Implementation
  • 12. Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 12 Employee Home Page
  • 13. My Plans Page Copyright 2017 – Not to be reproduced without express permission of Benefit Express Services, LLC 13
  • 15. Next Steps Contact benefitexpress for innovative solutions sales@mybenefitexpress.com