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.

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.

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.

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!

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
Enrollment Platforms: The Ideal Order of Your Benefit Plans
In what order do you present your benefits during open enrollment? You care about employee retention. You understand that your benefits impact your retention. You understand that your employee experience matters. You understand that open enrollment communication is important. You do so many of the right things, but are your benefits in the right order?…
IBJ Names Steele One of the 25 Fastest Growing Companies in the Indianapolis Area – What’s Next?
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
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
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…
Steele Announces Virtual Enrollment Plans for Remainder of 2020
EMPLOYEE BENEFITS COMMUNICATION COMPANY STEELE BENEFIT SERVICES ANNOUNCES THAT ALL EMPLOYEE BENEFIT ENROLLMENT WILL BE VIRTUAL FOR THE REMAINDER OF 2020 Steele is a professional services company specializing in employee benefits enrollment [INDIANAPOLIS, INDIANA, May 11, 2020] Steele Benefit Services (Steele) is announcing that effective immediately all employee benefits enrollment will be virtual for…
Feminine Products & OTC Drugs are Now Considered Qualified HSA & FSA Expenses
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
Open Enrollment After COVID-19 from Wes Steele on Vimeo.
5 Open Enrollment Ideas for 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?
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
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…