Enrollment Management

We know the open enrollment period can get crazy. We’ve developed a robust project management approach to smoothly and efficiently handle clients’ open enrollments.

Why use an enrollment firm?

Time

Free up time to handle your business

Increase

Allow for more frequent enrollments

Satisfaction purple

Improve client satisfaction

What you get from Synergy

Consultation

Dedicated enrollment manager

Each client is assigned a dedicated enrollment manager who will manage the open enrollment every step of the way. From platform builds and pre communications, right through to the enrollment itself and finishing with enrollment submissions, deduction summary updates, and enrollment recaps.

Clear timeline and deliverables

Prior to enrollment, our managers will create a timeline of deliverables for all of the items and tasks that need to be completed by each party to ensure a smooth enrollment process.

Weekly progress meetings

We commit to weekly progress meetings to ensure the timeline is being followed and to strategize for the next stage.

Dedicated admin team

Our admin team handles the entire benefits enrollment submission, ensuring that all files pass cleanly, or work directly with your carrier to determine what is the best method of submission and making sure that the enrollment is cleanly submitted.

For any voluntary benefits, we will always audit the first invoice to ensure accuracy.

Team

What you get from Synergy

Dedicated enrollment manager

Each client is assigned a dedicated enrollment manager who will manage the open enrollment every step of the way. From platform builds and pre communications, right through to the enrollment itself and finishing with enrollment submissions, deduction summary updates, and enrollment recaps.

Clear timeline and deliverables

Prior to enrollment, our managers will create a timeline of deliverables for all of the items and tasks that need to be completed by each party to ensure a smooth enrollment process.

Weekly progress meetings

We commit to weekly progress meeting to ensure the timeline is being followed and to strategize for the next stage.

Dedicated admin team

Our admin team handles the entire benefits enrollment submission, ensuring that all files pass cleanly, or work directly with your carrier to determine what is the best method of submission and making sure that the enrollment is cleanly submitted.

For any voluntary benefits, we will always audit the first invoice to ensure accuracy.

Get In Touch

Have questions about our enrollment management services? Great, we’d love to hear from you. Please fill out the form below and we’ll be in touch shortly.

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