Client Implementation

Keys to creating a smooth transition

We know that transitioning to a new benefits administrator is a big step. Whether it involves a short timeline, is occurring mid-year or is planned well in advance, our thorough and attentive process is designed to support a successful implementation.

In the case of one local client, we developed an implementation plan that was customized for their specific needs. Weekly onsite meetings allowed us to review the status of action items, discuss progress to date and answer any questions they had.

We conducted an onsite training session for their human resources staff to ensure they were familiar and comfortable with the employer systems and reports.

Finally, a dedicated client service manager was on the job beginning day one, worked with the client team throughout implementation and now supports their ongoing needs, providing consistency in personal service.

The client had the following things to say about our implementation process:

Customer service is over the top!!

Your team is responsive, knowledgeable, proactive, detail-oriented and have great follow-through.

You make us feel like we are your only client!