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


Selerix benefit administration software configuration and support.


Affordable Care Act reporting and filing  services.


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


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

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Recent Articles

Andrew Graman Joins Steele as Chief Operating Officer

By madwire | April 13, 2018

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 Andrew Graman to the company as Chief Operating Officer (COO).  Graman…

Open Enrollment is Over. Now What?

By madwire | December 21, 2017

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…

The Invisible Line Between Private Exchanges and Benefit Administration Systems

By madwire | September 19, 2017

The Invisible Line Between Private Exchanges and Benefits Administration Systems by Wes Steele Whether you call healthcare cost trend 6% or 11%, there is one thing beyond dispute. Healthcare costs are rising. Costs have more than doubled over the past 10 years. Employers are looking for ways to project and control costs – wellness programs,…

Health Insurance for Young Adults

By madwire | September 18, 2017

Health Insurance Options for Young Adults Health insurance is a critical benefit for all Americans to have.  Health insurance ensures access to the healthcare system and protects your finances in the event you need medical care. It can be confusing for young Americans to understand what your options are.  This informational article is designed to…

Steele Named Smart Buy Partner by NGCOA

By madwire | September 6, 2017

National Golf Course Owners Association (NGCOA) Names Steele Benefit Services As Smart Buy Partner Charleston, S.C. (September 6, 2017) The National Golf Course Owners Association (NGCOA) has named Steele Benefit Services as a Smart Buy Partner. NGCOA members can now offer their employees access to Accident, Critical Illness, Cancer and Hospital benefit products at group…

Don’t Just See the Forest Through the Trees: Embrace the Entire Eco-System

By madwire | July 6, 2017

Don’t Just See the Forest through the Trees: Embrace the Entire Eco-System Written by Wes Steele May 4, 2017 A dive into career and life lessons we can draw from Steve Uzzell, a man who built his career and spent much of his life taking photographs for National Geographic. What can a National Geographic photographer…

Why Implement a Benefit Administration System

By madwire | June 22, 2017

The insurance industry is navigating higher compliance expectations and legal “hoops”  now more than ever. This has led to an incredible burden for employers.  Before looking at increasing personnel to keep up with regulations and employee expectations, you may want to consider implementing a benefit administration system. A benefit administration system offers a full range of…

Audit Reveals Pay or Play Enforcement Issues

By madwire | May 9, 2017

Have you been wondering when the IRS was going to assess the “Pay or Play” penalties outlined in the Affordable Care Act? 2016 was categorized as another good faith filing year, and you wouldn’t be alone if you were questioning where does this leave us for 2017. As we have all seen in the headlines,…

Leadership Lessons Learned from the Chicago Cubs

By madwire | May 3, 2017

In October of 2011 the Cubs wrapped up a season finishing 20 games under .500 baseball. The team hasn’t played in the World Series since 1945 and hasn’t won it all since 1908. But on October 12, 2011 the Cubs hired Theo Epstein as President and Jed Hoyer as GM, and the organization began to…

School Corporation Case Study

By madwire | April 12, 2017

Challenge: Efficiently and accurately processing over 1200 paper enrollment forms, three times the workload of the previous annual open enrollment period without additional staff. Summary: A company of 400 employees holds open enrollment using paper forms. In the past, one company provided medical, dental and vision benefits, due to program changes there were now three…

Hear from our Customers

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