Broker Services
Attracting brokers is no easy feat for most voluntary carriers, especially given the sheer number of carriers trying to attract a limited number of brokers. Providing top-rate products is an important factor but it is often more of an expected standard rather than a key or lasting differentiator. That’s why many carriers today have turned to offering value-added services to help them catch the brokers’ attention. The Broker Services report studies the services offered to brokers by 18 voluntary carriers including those offered to assist brokers themselves as well as those provided for brokers to offer their clients.
With this information, carriers can compare their own broker services to those of others in the market.
Order Info: The report is available for purchase for $750. To purchase a copy, you can email Eastbridge at info@eastbridge.com or call (860) 676-9633. Published 2011.
Table
of Contents
1.Executive Summary
A. Report Objectives
B. Participants
C. Methodology
D. Key Findings and Observations
2. Findings
A. General Information
1.
Lines of business
B. Services for Brokers
1. Introductions
2. Local Sales Assistance
3. Enrollers
4. Leads
5. Training
6. Online Commission Statements
7. Internet Seminars
8. Summary of Services Offered to Brokers
9. Other Broker Services
C. Services Provided for Broker Clients
1. Introduction
2. Customized Enrollment Materials
3. Online Benefits or HRIS Systems
4. Core Benefits Enrollment/Communication
5. Benefit Statements
6. Section 125 Document
7. Consolidated (Multi-Carrier) Billing
8. Personalized/Pre-Populated Enrollment Forms
9. Wellness Programs
10. Payroll Administration Services
11. HSA or HRA Administration
12. Special Message Communications
13. Dependent Eligibility Audits/Verification Services
14. Full Benefits Administration
15. Flexible Spending Account Administration
16. COBRA Administration
17. Debit Cards for FSA Reimbursement
18. Dependent Day Care FSA
19. Benefit Planning for Account
20. Full HR Audits
21. Employee Surveys
22. Summary of Services for Clients
23. Other Services for Broker’s Account
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