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
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…
What I Learned at Steele Challenge Day
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…
No Habla Ingles? Steele has you Covered!
Our communities are becoming more diverse every day. How do you communicate benefits when your employees don’t speak English? Steele can help. Bilingual Onboarding. Do you have Spanish speaking new hires? Steele provides enrollment support year-round for your new hires, including those who don’t speak English. We’ll set up scheduled outbound calls to your new…
5 Mistakes Employees Make During Open Enrollment
This video is about 5 mistakes employees make during open enrollment that cause heartburn or cost you money.
Andrew Graman Joins Steele as Chief Operating Officer
ANDREW GRAMAN JOINS STEELE BENEFIT SERVICES AS CHIEF OPERATING OFFICER Andrew Graman is expected to graduate in May 2020 with an MBA from the Kelley School of Business at Indiana University and will join Steele full-time as COO thereafter. [INDIANAPOLIS, INDIANA, January 17, 2020] Steele Benefit Services (Steele) is proud to announce and welcome…
5 Mistakes Employees Make During Open Enrollment
This video is about 5 mistakes employees make during open enrollment that cause heartburn or cost you money.
No Habla Ingles? Steele has you Covered!
Our communities are becoming more diverse every day. How do you communicate benefits when your employees don’t speak English? Steele can help. Bilingual Onboarding. Do you have Spanish speaking new hires? Steele provides enrollment support year-round for your new hires, including those who don’t speak English. We’ll set up scheduled outbound calls to your new…
What I Learned at Steele Challenge Day
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…
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…
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 are some of the changes to…