CBC | Large Groups | Broker Comparison

Broker Comparison

Service Item	Description	Cost	*Provided by Current Broker* *Y/N*
Branding	Development of art and communications to convey unique Employee experience.	No additional Cost
Branded Website	Custom website housing all communications and compliance documents.	No additional Cost
Contact Center	Branded toll free number linking to all benefit service providers Custom IVR Branded live answer Dedicated fax Dedicated email Dedicated chat	No additional Cost
Benefit Decision Guide	Branded benefit guide outlining benefit program, process for enrollment and messaging from stakeholders.	No additional Cost
Dialer	Use of dialer technology for any manned or unmanned calling or messaging campaigns.	No additional Cost
5500	Procurement of all Schedule A’s and preparation of 5500	No additional Cost
Dependent Audit	Completed and administered by CBC	No additional Cost
Compliance Audit	Completed and administered by CBC	No additional Cost
Electronic Client Data Portal	All contracts and administrative documents stored on secure eservices platform for easy access. All paper documents scanned and maintained on the portal.	No additional Cost
Custom Enrollment	Types of enrollment: Open enrollment New hires Qualifying events HIPAA Special Elections Mergers and Acquisitions Agent enrollment model include: Branded invitation for eligible employees Branded benefits presentation outlining your benefit package Attendance list send back to HR post enrollment meeting Bilingual availability Enrollment Options: Enroll with an agent via lap top and leave with a confirmation of election form Paper enrollment Telephonic enrollment Interactive Voice Response (IVR) Self service online enrollment	No additional Cost
Consolidated Billing	Single consolidated bill Monitoring of retroactive adjustments Custom automation model for line by line reconciliation with payroll Discrepancy resolution Reconciliation and post-enrollment auditing	No additional Cost