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E-mail Global company announcements, which can be customized by location, Core Plan elections, Network, or Ancillary Plan elections
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Automate the New Hire process
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Eligibility processing at all necessary insurance carriers (Medical/Dental/RX/Vision/Life/AD&D/LTD/STD/and any Ancillary Plans)
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Mailing the new hire the "New Hire Compliance" package (including Rights to COBRA and Private Healthcare Information (PHI) and HIPAA notices)
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Reconciliation of monthly invoices
- Changes are summarized on a cover sheet and attached with monthly invoice. Approval to pay current invoice.
- Changes are verified or reprocessed with the carrier.
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Post Employee Handbooks/Summary Plan Descriptions online (no more paper)
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Any company forms (not necessarily benefits related) can be made available on the participant homepage
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Easily update employee's personal data
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Review employee change requests via the employee's e-mail log
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Keep track of on-going issues via the Notes Log
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Track upcoming calendar events through Task Manager (daily, weekly, monthly, annually)
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Report Capability
- Management Reports
- Termination Summary Report
- Active Employee Listing
- Beneficiary Designation Reports (Group Life Insurance and 401k)
- Age Change Reports for various reasons including Medicare Eligibility
- Subsidiary Allocations
- Billing Reports - Core & Ancillary Billing reports and consolidations
- Enrollment Reports
- Core & Ancillary New Hire & Open Enrollment Summary Reports - Includes the requested change and action taken on the request
- Core & Ancillary New Hire & Open Enrollment Yet to Enroll Reports - Informs the administrator who has been hired (or during open enrollment) and has not gone into the system to request benefits
- COBRA Reports
- ADHOC Reports - The purpose of the ADHOC Report is to pull various census information specified to your needs. This type of report is useful for tasks including:
- Complete Census
- State Specific Age Requirements
- Age Catch-Up inquiry for 401k
- Birthday Announcements
- Discrimination Reports (401k)
- Service Rewards
- Marketing materials easily available
- Male/Female Ratios
- Re-organization
- Exempt or Non-Exempt by Job Title
- Compensation Ratios
- Part-time people who are eligible for benefits
- Report of Employees by State for Taxes, LTD, STD, Out of Area Benefits
- Payroll Reports
- Vesting for Special Programs
- FSA Contribution and Participant Reports
- Number of Covered Dependents
- 401(K) Contribution and Participant Reports
- NY State Pool Tax (who it may applicable to)
- Complete Benefit Payroll Contributions
- Mailing Lists for Mail Merge
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