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Simplifying a complex enrollment for success
Brent SimmonsRegional Sales Director, GeorgiaTrustmark
Chris MorrisSenior Vice President & Partner,Benefit Communications, Inc.
This presentation is for informational purposes and is not intended for training or advice.It includes confidential information and is not meant for redistribution.
Brent Simmons
Regional Sales Director, GeorgiaTrustmark
Our Presenters
Chris Morris
Senior Vice President & Partner,Benefit Communications, Inc.
“Growth creates complexity, which requires simplicity.”
– Andy Stanley
Client Overview
• Manufacturer of recreational vehicles in the Midwest
• 8,000 employees
• Comprised of 5 subsidiaries with manufacturing facilities in 5 states
• Multiple benefit offerings, HR systems and billing processes
The objective
Simplify the enrollment process for a large, growing client with multiple recent acquisitions
Streamline benefit offering
Deliver a consistent message around all benefit changes for 2020
Create a consistent technology experience
The solution – consolidate processes and offerings
SITUS’ed products for consistent voluntary benefits offered across all business units
Implement custom billing solutions to meet multiple payroll platforms
The solution –flexible technology
Pare client down to two enrollment platforms with the ability to capture core and voluntary benefit elections
Build out BCI’s benefits administration system accommodate complex structure
The solution- employee enrollment and communication
Distribute pre-enrollment communication materials to employees
Trustmark marketing provides customized campaigns
The solution- employee enrollment and communication
Establish a consistent enrollment process for all locations and ongoing enrollment
One-on-one benefits counseling
Results – the numbers
in voluntary benefit
enrollment$1,038,297 in ULE
premium alone
$3million
benefits counselors
utilized
62Location Eligible
Employees
Eligible Employees
Seen1 1,457 1,360
2 3,226 3,139
3 2,248 1,975
4 632 554
5 927 862completed
enrollments
93%
DL2DL3OC1
Slide 11
DL2 Davison, Laura, 1/15/2020
DL3 For some reason, whenever I click to bring on the next animation, the table flickers off to the right. Can we fix that?Davison, Laura, 1/15/2020
OC1 I'm not having that problem, is it still not working for you?O'Sullivan, Claire, 1/19/2020
Results – customer satisfaction
Location #3 survey results:
Was the Benefit Counselor able to answer your
questions?
99% said Yes
Do you feel your company offers a competitive
benefits package?
86% said Yes
Do you have internet access at home or at
work?
92% said Yes
Do you own a smart phone or
tablet with internet access?
95% said Yes
Were the materials
provided to you at annual
enrollment easily understood?
99% said Yes
Results – customer satisfaction
Location #4 & #5 survey results:
Did your Benefit Counselor fully
explain the benefit plans you
discussed?
100% said Yes
Do you feel the one-on-one sessions
were a good way to communicate
benefit information to employees?
100% said Yes
Do you have a better understanding and
appreciation of your benefits as a result of this enrollment
process?
100% said Yes
Did the Benefit Counselor handle your interview in a
professional manner?
100% said Yes
Key Takeaways• Multiple benefit administration
systems and a dispersed workforce can make enrollment complex for growing companies
• Solving employer challenges is a key part of voluntary benefits communication
• Employees value personalized communication and one-on-one education
Thank you