Let Our  Employee Benefit 
Virtual Assistant Help.

Employee Enrollments

We enroll new hires into benefit plans quickly and accurately to ensure timely coverage and compliance with HR policies.

Employee Termination

We remove terminated employees from the CRM and benefit systems to avoid billing errors and ensure data compliance.

Qualifying Events

We process life event updates like marriage or job status changes, adjusting coverage and plan data in real time.

Plan Renewals

We manage annual renewals and open enrollment, ensuring plans are updated and employee elections are processed correctly.

Payroll Deductions

We calculate and send payroll deduction data to plan administrators for seamless integration with employee pay cycles.

Customer Service

We handle inquiries from employees and plan administrators, providing fast and accurate resolutions to benefits-related questions.

Reports & Correspondence

We generate clear reports, benefit summaries, and communications to keep clients informed and ensure plan transparency.

Census Data

We pull employee demographic and benefit data to support insurance quoting and plan selection processes efficiently.

COBRA Elections

We prepare and send COBRA election forms to terminated employees, ensuring compliance and a smooth transition process.