"Based on feedback from our employees, having a pre-scheduled one-on-one enrollment meeting with a counselor greatly improved their understanding of the benefit coverage and available options. "

-Bonnie O’Meara, Vice President-Human Resources

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CASE STUDY

Call Center Enrollment

Industry: Financial

Call Center Enrollment

The previous enrollment methods were a combination of paper and various electronic platforms that posed challenges for both HR and employees. In addition, the benefit brokers wanted relief from being points of contact for Annual Enrollment election changes and New Hire onboarding processes. And, EDI feeds were sent separately from various sources to vendors.