Brokers

Leadership, strategy, and analytics are what we bring to each project, delivering exceptional execution, oversite, and feedback for brokers and their clients.

Employers

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

Carriers

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.

Brokers

Market Analysis

  • Voluntary Benefits Rollout Strategy
  • Voluntary Benefits RFP Management/Consulting
  • Industry Benchmarking
  • “White Glove” account management
  • Eligibility Management
  • ACA Compliance
  • HRIS & Workflow Management
  • Project Management
  • Custom communications
  • Onsite Education
  • Virtual Call Center
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Employers

Turnkey Vendor/Carrier Integration

  • Payroll integration (API)
  • Cobra & cafeteria management
  • Self-admin & eligibility mgmt (EDI)
  • Workflow tracking & onboarding

ACA
Compliance

  • Options for a full service solution for tracking, fulfillment, and auditing.
  • Directly e-file 1094(s) to IRS
  • Print and ship to employees completed 1095 forms.

Employee education resources & service

  • Pre-enrollment communication strategy
  • Highly trained benefit educators
  • Best in class communication technology

Carriers

  • 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.

  • Enrollment strategy

    Our strategy starts with case managers that build a logistics plan to achieve a successful voluntary benefits rollout.

  • Business development

    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.

Testimonials

“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.”

Courtenay

Employer

Testimonials

“Thank you for your support. I no longer feel like a department of one!”

Sheri

Employer

Testimonials

“All I can say is you guys are our kind of partner-fantastic service. We do not want to work with anyone else! Grateful! ”

John

Agency Partner

Interested in working for Prepare Benefits?