Participant Enrollment  |   COBRA Administration  |   Employee Services  |   Claims Assistance  |   Employer Features  |   Administration Summary  |  

New Enrollment:

	New Hire Information is received from client through the client's BenefitPlan Manager portal
	New Hire Information is verified then uploaded into BenefitPlan Manager If enrollment is going to be received electronically: We set up employee home page for the employee and they log on to BenefitPlan Manager and process their elections electronically. If enrollment is going to be received via mail or fax: We process all the information concurrent with employee selections in the BenefitPlan Manager System.
	Benefit elections are communicated to all insurance companies (Medical/Dental/RX/Vision/Life/AD&D/LTD/STD/and any Ancillary Plans)
	Mail the "New Hire Compliance" package which includes participant Rights to COBRA, Private Healthcare Information (PHI), and HIPAA notices
	If employee contribution is required, a Benefit Cost Summary - a Payroll Authorization form - is available online for print and submission to the HR or Payroll Manager
	Client is notified of elections via e-mail and can track past elections through the e-mail log
	The system records all changes requested from the employee with the last submission accepted as the benefit election.
	Client is notified of employees' upcoming/past due eligibility

Open Enrollment:

	Enrollment options are made available through the employee's BenefitPlan Manager home page
	Open Enrollment information is uploaded (Enrollment/Change/Waiver)
	Open Enrollment information is verified then entered into BenefitPlan Manager
	If applicable, mail the "New Hire Compliance" package which includes participant Rights to COBRA and Private Healthcare Information (PHI)
	Notify all insurance companies of enrollment changes (Medical/Dental/RX/Vision/Life/AD&D/LTD/STD/and any Ancillary Plans)
	If employee contribution is required, an Enrollment Summary - a Payroll Authorization form - is available online for print and submission to the HR or Payroll Manager
	Client is notified of elections via e-mail and can track past elections through the e-mail log

Participant Termination:

	Termination information is received from the client through the client's BenefitPlan Manager portal
	Termination submission is reviewed for accuracy then uploaded into BenefitPlan Manager
	If applicable, mail the Termination Letter which includes participant Rights to COBRA, FSA Continuation, and HIPAA Certificate of Coverage
	Notify all insurance companies of termination (Medical/Dental/RX/Vision/Life/AD&D/LTD/STD/and any Ancillary Plans)

Participant "Change of Life Event"- Adding and/or Removing Dependent

	Change of Life Event is logged and confirmed
	Enrollment options made available through the employee's BenefitPlan Manager home page
	If applicable, mail the Termination Letter which includes participant Rights to COBRA, FSA Continuation, and HIPAA Certificate of Coverage
	Ensure that all changes submitted meet legal requirements for example: Timeliness, Pre-Existing conditions, etc.
	Notify all insurance companies of enrollment changes (Medical/Dental/RX/Vision/Life/AD&D/LTD/STD/and any Ancillary Plans)