Enrollment solutions

With our complete, end-to-end enrollment capabilities, we can handle as much, or as little, of the enrollment process as you need while you stay in complete control. When you let us handle the details, it gives you more time to focus on what's important: your client relationships.

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Enrollment support from start to finish

We can execute client enrollments as an extension of your team

We can handle all of the enrollment details for you and your clients with our flexible, streamlined enrollment support - and we'll do it at no direct cost to you. We’ll work with you to develop and execute your clients' enrollment strategies in the way that best suits their needs.

Our end-to-end enrollment support includes:

  • Core and voluntary enrollment
  • Support for all case sizes (3 to 10,000+ lives)
  • Benefits communication
  • Multiple enrollment methods
  • Single and multi-site/multi-state enrollments
  • Our proprietary enrollment system that supports both group and individual products
  • Data collection and daily enrollment reporting
  • Post-enrollment satisfaction survey
  • Long-term commitment to first year enrollments, new hires and annual re-enrollments

Flexible enrollment methods

Select the best option for each client

We offer a variety of enrollment methods, and we conduct each one at no direct cost to you or your clients:

  • 1-to-1 benefits counseling sessions provide high employee engagement and better opportunities for employees to understand and appreciate their benefits. Our trained, professional benefit counselors can meet with each employee, reviewing their personal benefits situation so they can make more informed decisions.
  • Group meetings can be used as an introduction to benefits in coordination with 1-to-1 benefits counseling sessions or as an alternative enrollment option if our 1-to-1 methods aren't a fit for your client's situation.
  • 1-to-1 call center enrollments utilize a toll-free number so employees can speak with a benefits counselor who will educate them about available benefits, answer questions and guide them through the enrollment process.
  • 1-to-1 co-browsing enrollments occur over the phone and web. Benefit counselors educate employees on their personal benefit needs and walk them through the enrollment process.
  • Web-based self-enrollments include instructions that clearly outline the enrollment process so employees can enroll through our website.

A team of local benefit counselors to serve your clients

We can help you educate your clients about their benefits

Our team of benefit counselors is here for you with one goal in mind: educating America’s workers about their benefits. 

We're committed to quality

In order to better assist your clients’ employees in understanding their benefits package, our counselors:

  • Offer personal, private consultation
  • Explain how their benefits package can be tailored for their unique needs
  • Show how selected benefits will affect their paycheck

We also offer our benefit counselors a rigorous combination of in-field training, self-paced courses and classroom instruction, including certification in communicating core benefits.

We take accountability seriously

Our benefit counselors are:

  • Monitored for training participation on topics (i.e. privacy, security and market conduct requirements)
  • Graded by employees after enrollment
  • Rewarded for meeting performance and counseling goals

Enrollment solutions for your clients

Options to choose the best fit

There’s no such thing as a one-size-fits-all enrollment approach. We’ll work with you to help select the best enrollment approach for your clients.

Harmony

Our proprietary enrollment system features a secure, user-friendly interface and is available to all accounts at no cost. It’s a complete enrollment solution that supports 1-to-1, group meeting, call center, co-browsing and self-enrollment methods. Harmony takes the hassle out of enrolling, communicating and administering employee benefit programs.

The Paul Revere Life Insurance Company Connections

We offer integration with a wide range of industry benefits administration and human resource information systems via plug-in arrangements. Through these connections, we offer seamless enrollment of core and voluntary benefits through single user sign-on to a web-based ben admin system. We have strategic vendor partnerships with an ever-growing list of companies, and reduced Per-Employee Per-Month (PEPM) charges may be available for you and your clients.

Product Hosting

Available on a limited basis when Harmony and The Paul Revere Life Insurance Company Connections are not a fit. Rates, compliance forms and other details needed to build our group products on a client's ben admin platform are provided to qualifying accounts.