Our Process

Our Process

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:

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.

kickpff phase
workbook phase

Workbook Phase

While the Kickoff Phase includes data collection, the Workbook Phase is focused on data organization. It is during the Workbook Phase that we organize the eligibility and plan rules, evaluate the data we’re getting from carriers, the data we’re getting from the employer. Steele does not proceed to the Build Phase until all parties are on the same page about the work happening over the next couple months. The Workbook Phase wraps up when Steele Account Management meets with Steele Technology, and there is an internal consensus that everything needed for a successful enrollment has been collected and organized.

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.

build phase
testing phase

Testing Phase

The next time we build perfect materials without any feedback – it might just be the first time. That’s why testing is so important. An employer with six job classes – let’s call them Executive, Salaried, Hourly Full Time, Hourly Part Time, and Detroit Union – is going to have 20 different sets of rates just for medical, dental, and vision. Not to mention what they’re supposed to see on basic life, voluntary life, disability, critical illness, etc. There are hundreds of items that need checked before every launch. The testing phase is all about finding opportunities to enhance the site, and making changes before enrollment launches. Notably, pre-communication should be happening during the testing phase. Here’s when you send your texts, videos, fact sheets, e-mails, etc. that say “open enrollment is coming soon!”

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.

enrollment phase
reporting phase

Reporting Phase

Enrollment is over. Whew, that was a whirlwind! The work isn’t over yet. The good news is the enrollment data is now well organized. Employees are satisfied with your simple and easy enrollment processes. But, the enrollment data needs to get out of Steele and to you for payroll. And get to your carriers, so your diabetics can get their insulin on January 1. Steele is here to help, and does much of the work for you. We have a very high success rate working with your carriers to get eligibility loaded, and working with employers to provide deductions in a format where the employer can import it.

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!

service phase correct

SteeleTech™

Selerix benefit administration software configuration and support.

SteeleComply™

Affordable Care Act reporting and filing  services.

SteeleEnroll™

Enrollment support by call center and/or on-site support.

SteeleEngage™

SMS (text) messaging, quizzes, surveys, e-mail, posters, and/or video.

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Recent Articles

IBJ Names Steele One of the 25 Fastest Growing Companies in the Indianapolis Area – What’s Next?

By Wes Steele | July 26, 2020

In Steele’s 20th year in business, IBJ has named Steele one of the 25 fastest growing companies in the Indianapolis area. “This is a team honor,” CEO Wes Steele said “we’re fortunate to have talented team members up-and-down the organization that contributed to earning this recognition.” The IBJ article, which can be found here, highlights…

6 Ways to Engage Employees

By Wes Steele | June 18, 2020

6 Ways to Engage Employees Wes Steele June 18,2020 Remember the stone age?  I’m talking about the decade of the 1990’s.  Did you know Google wasn’t even founded until 1998? The future of employee engagement is here.  Employers have wifi, and employees have smart phones.  So, why aren’t employers doing more to communicate with employees…

Insurance Employees Need in the new COVID-19 World

By Zach Steele | May 13, 2020

Insurance Employees Need in the new COVID-19 World As fears about the rapid spread of COVID-19 shake our lives we are making changes to our daily routines to protect ourselves. New practices such as wearing face masks, social distancing, increased hand washing and using sanitizer help us to reduce the chance of contracting and spreading…

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By Wes Steele | May 11, 2020

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By Katy Esser | May 6, 2020

Swimsuit shopping, oof! Is swimsuit shopping anyone’s “thing?” As a fair-skinned mid-western that loves SPF50, health savings accounts (HSAs), cold beer and tacos, I speak with conviction when I say shopping for beachwear is not my favorite. So, imagine this Hoosier’s surprise when a day of swimsuit shopping turned into the best retail day ever!…

COVID-19 Response

By madwire | April 29, 2020

Open Enrollment After COVID-19 from Wes Steele on Vimeo.

5 Open Enrollment Ideas for 2020

By madwire | April 15, 2020

5 Open Enrollment Ideas for 2020 This year, in a world dominated by COVID-19 headlines, the way so many Americans do their work has changed. Will the new Zoom culture going away with an eradication of the coronavirus? Will your teams hang up Microsoft Teams when they get back to the office? It’s too early to say. Indications…

Open Enrollment is Over. Now What?

By madwire | April 14, 2020

For many organizations, the end of the fourth quarter marks the close of benefit enrollment season. Congratulations, you survived.  But as you know, you aren’t done just yet. The new year brings new tasks and challenges for human resources. In this article, we will explore how benefit administration systems are taking away the pain of…

Why Benefit Software is Trending

By madwire | April 14, 2020

In the year 2004, most companies enrolled health insurance open enrollments on paper. At the time, that made sense! What Changed? First, there were not a lot of employee benefit systems that executed online enrollment well. That has now changed.  There are many good systems for employers to choose from. Second, systems were expensive to purchase…

What I Learned at Steele Challenge Day

By madwire | April 14, 2020

We had an internal team building exercise called Steele Challenge Day. We broke the company into two teams and had an internal competition. When we started the challenge, I thought there was going to be a winning team and a losing team. What I didn’t realize is that the Company was going to be the…

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Perfect!!!! You have saved me so much time!

- Megan Bell, Chief Financial Officer, New Castle School Corporation

Thank you! You do not know how much of a relief this was to not have to do this filing! You all are awesome.

- Dana Ochs, Payroll Officer, Jennings County Schools

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! 

- Cindy Eubank, Deputy Treasurer, Paoli Community School Corporation

Mike – you the man – thanks for both the great work and getting permission to share the satisfaction!

We love the system and all it can do.  We love the quick response for Mike and Melissa on everything we need.  I wish all of our vendors were as thorough as Steele!

- Jill Britt, Director of Human Resources, Franklin Township Community Schools