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:
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.
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.
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.
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!
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.
Sign Up For Our Learning Events
Get Invited to our Learning Opportunities
Need a Proposal?
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 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…
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 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…
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…
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,…
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…
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…
Challenge: A large retail chain with 5,000 employees in 300 locations across 28 states needed to make changes to their existing health plan offerings in order to meet budget demands. In making the changes, there would be higher deductibles in the new plan design. The company wanted to ensure the employees understood the new offerings…
Should you offer group health coverage to employees? With the employer shared responsibility penalties for large employers now in place, employers must decide whether they will offer employer-sponsored health coverage that complies with the Affordable Care Act (ACA) or drop coverage and lose a valuable attraction and retention tool. Likewise, small employers may also be…
What Our Clients Have to Say
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