Case Study One:
This case employs close to 500 employees at 2 different locations. They are one of the more sophisticated dealerships in Illinois.
CHALLENGE: When we first met with this client, they were frustrated with the previous enrollment company and the service they provided and assisting with the reconciling of the billing. They were also looking for a lower priced $15,000 Employer Paid Life plan, compared with the current vendor that they were currently with. The client was also looking for a smooth, efficient enrollment, that could have their employees be seen by a Benefits Counselor in 20 minutes or less, so the employees could back to work as soon as possible.
SOLUTION(S): ATD worked with a vendor to bring in a lower priced Employer Paid Life to replace the vendor that they currently were using. ATD used 4 benefits counselors to meet with their employees face-to-face in 20 minutes or less. ATD had the employees sign up in allotted time slots on a sign-up sheet, which allowed the enrollment to run smoothly and meet the Benefit Counselors in 20-minutes increments or less. To solve the billing issues that they had with the previous enrollment company, ATD set-up a conference call with the human resources department, payroll department and each vendor to discuss the billing procedures with each vendor. ATD staff also discussed how they would assist in any billing changes and reconciliation of the bills.
RESULTS: The client was pleased with the annual premium and the savings of the Employer Paid Life with the new vendor. The enrollment process went very well, with 450 employees seen, 274 enrolled by a Benefits Counselor which produced $130,080 in Annual Premium. The client was pleased with the overall enrollment process. ATD assisted with reconciling terminations, additions, discrepancies, and the billing for each vendor. The service improved greatly compared to the previous enrollment company. The client is much more satisfied with the servicing and billing process than in the past.
Case Study Three:
The firm employs 85 employees and has locations in two states. ATD has handled the enrollment of both their core and voluntary benefits in 2018.
CHALLENGE: The challenge was to bring in a $20,000 Employer Paid Life plan and an Employer Paid LTD plan for Salaried Employee. To replace their current voluntary benefit package with another vendor. Since the employees are always on different sites and they have 16 employees in a different state, the challenge was to get all the employees to meet with a Benefit Counselor.
SOLUTION(S): ATD worked with a vendor to bring in a reasonable priced $20,000 Employer Paid Life plan and an Employer Paid LTD plan for the Salaried employees. ATD also brought in Voluntary life with a GI of $80,000 for all eligible employees. ATD brought in another vendor to replace the Accident, Short-Term Disability, Cancer, and the Critical Illness that they currently have with a different vendor. ATD was able set-up a face-to-face enrollment with employees meeting with a Benefits Counselor. For the employees that could not meet with a Benefits Counselor face-to-face or were from out of state, ATD opened the call center to inform and enroll the employees that could not meet with a Benefits Counselor.
RESULTS:This client is happy with how smoothly the enrollment went with ATD and the professional communication with our office Management and staff. By sending out 2 Benefit Counselors on site and using our logistic schedules and sing-up enrollment sheets and opening-up the call center, 75 of the 83 employees were in contact with a Benefits Counselor, which equates to 90.36% eligible to seen. The 16 employees that were from another state, all called into the call center. There were 86 policies written for a total annual premium of $44,631. ATD was able to bring in the $20,000 Employer Paid Life for all employees and an Employer Paid LTD for all the Salaried Employees. ATD also works closely with reconciling the bill each month with the client and the vendor.