Client Services

Supporting enrollments year-round, beyond the enrollment period:

  • Dedicated account manager
  • Billing specialist
  • Claims assistance
  • Lead benefit counselor for ongoing new hire enrollments
  • Outreach to eligible new hires
  • Qualifying life event changes
  • Ongoing support call center for employee benefit questions
  • Enrollment audit
  • Evidence of insurability administration
  • Payroll deduction reports for initial enrollments
  • Payroll deduction change reports for re-enrollments
  • Reliance Standard billing support
  • Billing templates out of other ben admin systems
  • Create bills for self billing support; self bill report training
  • Help with general billing issues
  • Onsite ben admin training on our supported platforms
  • Ongoing ben admin tech support
  • Eligibility and enrollment files to carriers
  • Weekly changes report
  • Terminations and address changes