The Assessment Phase is where the team here at Steele demonstrates our services and works with your business to identify potential barriers that would obstruct an otherwise seamless integration with our systems. In this first step, we determine if the Steele solution is the right solution for you.
Steele uses a consistent, repeatable service process that helps us meet our client expectations time after time. It’s a phased process that includes the following cycle.
01 • Assessment Phase
02 • Kickoff Phase
During the Kickoff Phase you’ll be assigned an Account Manager. Your Account Manager will quarterback your experience with Steele before, during, and after your implementation. The Kickoff Phase is about planning your experience with Steele through your next insurance renewal. Typically, we start your Kickoff at least six to twelve weeks before your enrollment, and around three to four months before your next renewal data. The Kickoff Phase includes data collection from the employer, and from your carriers.
03 • Workbook Phase
04 • Build Phase
The Build Phase is where Steele brings your technology to life. If you’re an existing client of Steele, we’re updating for renewal changes. If you’re a new client, we’re building your technology from the ground up. Steele is focused on making sure that employees have a simple and easy enrollment experience, and we’re bringing to life the plan that has been outlined in the Workbook Phase.
05 • Testing Phase
06 • Enrollment Phase
You’ve built your plan, data has been collected and organized, a site has been built, pre-communication has went out, and the site has been tested. Open enrollment has arrived. Send more communication – texts, e-mails, meetings, etc. There is no such thing as too much communication during open enrollment. Employees are enrolling in one of five ways – they’re enrolling on-site 1×1, by the call center, self enrolling on a computer, on a tablet, or on a cell phone. As the open enrollment nears a close, the employer can send e-mails and texts reminding employees to enroll. Generally, employers that value active enrollment see over 90% of their employees go through open enrollment.
07 • Reporting Phase
08 • Service Phase
The Service Phase is a favorite at Steele. We’ve launched services with a certain setup, but now we’ve been through an enrollment. First, there’s training. We help the employer understand how new hires are added, how life events get processed, and how terminations get processed. Also, how are deductions getting updated. What recurring reporting does the employer need? Additionally, where is there improvement opportunities. Maybe it’s site aesthetics, or maybe it’s adding decision support. This is also a great time to add the Communications Module if you haven’t already. How about an employee survey, and some drip campaigns through the year sharing details of your benefit plans? What happens about 8 months into the service phase? Another Kickoff!
"I have had the pleasure of working closely with Steele for the past 5 years and I cannot express enough my gratitude for all they have done for us. Steele has always been more than accommodating with our unique situations, from managing change, carriers and open enrollment. We have never had any issues and have been very satisfied with the service provided by their teams, as they go above and beyond every time. We are grateful for the year round support we receive."
"Thank you, for all your help with this. This was a major help for me that you completed it. I am so very thankful you were able to complete this for Paoli Community School Corp!"
"Perfect!!!! You have saved me so much time!"
"Thank you! You do not know how much of a relief this was to not have to do this filing! You all are awesome."
"We love the system and all it can do. We love the quick response from Mike and Melissa on everything we need. I wish all of our vendors were as thorough as Steele!"