Leadership, strategy, and analytics are what we bring to each project, delivering exceptional execution, oversite, and feedback for brokers and their clients.
We replace time consuming manual processes with automated solutions, while also providing customized resources for benefits education in a format that is tailored to each employer’s needs
Preferred partners receive timely and accurate data files resulting in excellent client experience. Our highly skilled benefit educators leave employees with a clear understanding of both need and value for voluntary programs offered.
- Voluntary Benefits Rollout Strategy
- Voluntary Benefits RFP Management/Consulting
- Industry Benchmarking
Benefits Administration Technology
- “White Glove” account management
- Eligibility Management
- ACA Compliance
- HRIS & Workflow Management
Employee Education & Management
- Project Management
- Custom communications
- Onsite Education
- Virtual Call Center
Accurate data collection
We understand the importance of providing enrollment data in the correct format. That’s why we assign a data expert to each project to oversee data transmittal.
Our strategy starts with case managers that build a logistics plan to achieve a successful voluntary benefits rollout.
Our team provides analytics, case studies, and surveys to carrier reps. We provide carrier partners with shared stories of success in the form of case studies, analytics, and surveys.
“We absolutely love working with Prepare Benefits! I cannot say enough good things about the exceptional customer service that we’ve received and still do. Thankfully we were able to work out a solution to continue to use Prepare Benefits in a more limited role going forward, but we are at ease knowing our employees have access to such an amazing team.”
“Thank you for your support. I no longer feel like a department of one!”
“All I can say is you guys are our kind of partner-fantastic service. We do not want to work with anyone else! Grateful! ”