Enrollment Services and Worksite Specialists
Today, many voluntary carriers face an ongoing problem—how to get enrollment services for brokers that do not have their own enrollment capabilities. Some have solved this by developing their own internal enrollment teams. Others look to firms that offer enrollment services. Many look to companies that are often called “enrollment companies.” Many of these firms are both a wholesale broker (offering services to other brokers) and a retail broker (offering services to employers). As such, Eastbridge prefers to use the term “Worksite Specialists brokers” to describe these companies.
The objective of Eastbridge’s latest report, Enrollment Services and Worksite Specialists, is to explore the type of services (especially enrollment related services) offered by Specialists. Specifically, the report examines the following questions:
- What do enrollment companies look like?
- How much do they enroll?
- What products do enrollment companies sell?
- What enrollment methods do they use?
- How do they handle communications?
- How do they get paid?
- What other services do they offer?
With this information, carriers can access how these companies and the services they offer fit into their enrollment strategies. Note: all company-specific data in the study (other than a brief descritpion) is blind-coded.
Order Info: Enrollment Services and Worksite Specialists is
available for purchase for $1,000. To purchase a copy,
you can email Eastbridge at info@eastbridge.com or
call (860) 676-9633. Published 2008.
Table of Contents
1. Executive Summary
A. Introduction and Report Objectives
B. Methodology
C. Key Findings
2. Findings
A. Brief Summary of Profiled Players
1. American Worksite Marketing
2. BCI
3. Benefit Enrollment Services
4. Benefit Vision
5. Complete Benefit Alliance
6. Cornerstone Enrollment Services
7. Elan Group
8. Employee Family Protection
9. Employee Security Plans
10. EOI Service Company
11. The Farmington Company
12. Impact Enrollment Solutions
13. National Enrollment Services
14. Select Benefit Communications
15. Titan Benefits
16. Univers Workplace Benefits Advisors
17. Voluntary Employee Benefits Advisors
18. Ward Financial
19. Whittington Benefits
20. Willard Block
21. Winston Financial
22. Worksite Communications, Inc.
23. Worksite Services, Inc.
B. Overview
1. Business Lines Enrolled
2. Case Requirements
3. Sources of Cases
4. Type of Brokers
5. Annual Voluntary Sales
6. Top Voluntary Carriers
C. Markets
1. Target Case Size
2. Minimum Case Size
3. Average Case Size
D. Voluntary Products
1. Most Frequently Enrolled Products
2. Product Restrictions to Enroll
E. Enrollment Method
1. Method(s) Offered
2. Preferred/Most Used Methods
3. Laptop Enrollments
4. Internet Enrollments
5. Call Center Enrollments
6. New Hires/Re-enrollment Methods
F. Enrollment Staff
G. Compensation
1. Company Compensation
2. Enroller Compensation
H. Communication Services
I. Other Services
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