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HEALTH INSURANCE QUOTING PROCESS
WE KEEP THIS PROCESS SIMPLE FOR YOU
NO CONTRACTS & FULLY FLEXIBLE ON
COMPANY FINANCIAL CONTRIBUTIONS
2 WAYS TO GET STARTED!
1
BOOK A MEETING TO DISCUSS YOUR GOALS
2
SEND US WHAT WE NEED NOW AND WE'LL REACH OUT ASAP WITH QUOTES!
STEP 1 - PROVIDE US WITH NAMES, PHONE NUMBERS AND EMAILS OF ALL ELIGIBLE EMPLOYEES AND/OR CONTRACTORS VIA THE FORM BELOW AND WE WILL RUN PRELIMINARY RATES TO SEE IF IT IS WORTH TAKING ADDITIONAL STEPS TOGETHER.
STEP 2 - WE'LL SEND OUT AUTOMATED COMMUNICATIONS AND HOW TO VIDEOS REQUESTING THEM TO COMPLETE THE HEALTH INSURANCE SURVEY AND HEALTH QUESTIONS IF THEY ARE DESIRING TO ENROLL.
STEP 3 - ONCE COMPLETE WE WILL SEND OUT THE HEALTH APPS TO MULTIPLE CARRIERS TO OBTAIN COMPETITIVE RATES FOR YOUR DRIVERS AND STAFF!
DEMO OF COMPLETING A HEALTH SURVEY & QUESTIONNAIRE
OK, NOW WHAT'S NEXT?
STEP 4 - WE'LL DISCUSS PLAN OPTIONS AS WELL AS CONTRIBUTION OPTIONS AS WELL TO ASSIST WITH THE EXPENSE OF BENEFITS FOR YOUR EMPLOYEES.
STEP 5 - WE'LL SEND OUT AUTOMATED COMMUNICATIONS INCLUDING YOUR OWN CUSTOM BENEFITS WEBSITE SO YOUR STAFF AND THEIR FAMILIES CAN EDUCATE THEMSELVES ON THE AVAILABLE PLAN OPTIONS, FAQs AND SCHEDULE THEIR ENROLLMENT MEETINGS WITH OUR PROVIDED BFT ENROLLMENT TEAM.
STEP 6 - ONCE COMPLETE WE WILL SEND ENROLLMENT REPORTS TO ALL INSURANCE CARRIERS AS WELL AS YOUR ADMINISTRATIVE STAFF INVOLVED IN SETTING UP PAYROLL DEDUCTIONS.
STEP 7 - MEET AFTER ENROLLMENT IS COMPLETED TO DISCUSS ONGOING NEW HIRE AND SERVICE PROCESS TO ENSURE CONTINUOUS SMOOTH ADMINISTRATION OF YOUR BENEFITS PACKAGE. THIS WILL BE A MONTHLY TOUCH BASE AS WELL.
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CALL or TEXT (612) 416-1333