#6 Post-implementation process

Summary

In this installment of the professional practices series, Marni Hefner from IDC Wynne discusses the post-implementation process for client plans. She outlines five critical steps: obtaining the policy number, creating a guidance letter for clients, conducting employee engagement meetings, providing plan administrator training, and ensuring ongoing service and support. Each step is designed to enhance client satisfaction and streamline the implementation process, equipping employers and employees with essential tools and knowledge for effective plan management. IDC Wynne emphasizes their commitment to support clients throughout this transition.

Takeaways

• 😀 The policy number is critical and will be forwarded to clients once issued by the carrier.
• 📄 A new guidance letter will be provided, outlining essential information for employees, including the policy number and steps for setting up their accounts.
• 👥 Employee meetings can be conducted to review plan details and share tips for effective usage.
• 📚 Plan administrator training is vital for HR teams to manage daily operations independently through online tools.
• 📞 Ongoing service and support contact information will be provided to ensure clients and employees can easily access assistance.
• ✉️ Communication letters will help inform employees about the plan and what to expect.
• 🔄 Continuous support from IDC is available for both clients and employees to enhance service experience.
• 🏢 Meetings can be tailored based on the size and industry of the group for maximum effectiveness.
• 🔧 Training sessions are designed to empower HR teams to handle employee additions and updates seamlessly.
• 💼 IDC positions itself as a partner in ensuring clients are well-served throughout the implementation process.

Q & A

What is the purpose of the post-implementation process discussed in the script?

The post-implementation process ensures that clients are properly serviced and ready for the start date of their plans after the sale.

What is the first piece of information needed after selling a group to a client?

The first piece of information needed is the policy number, which is issued by the carrier and forwarded to the client for review.

What does the new guidance letter include?

The new guidance letter includes the policy number, carrier information, start date, and outlines nine easy steps for employees to set themselves up and manage their plans.

Why might employee meetings be beneficial?

Employee meetings can provide valuable insights and tips on using the plan effectively, especially in larger groups or specific industries.

What kind of training is emphasized for plan administrators?

Plan administrator training is crucial, as it enables them to manage employee additions and deletions online without needing to contact IDC for every update.

What ongoing support is offered to clients after implementation?

Ongoing service and support include providing contact numbers for assistance and ensuring that employers and employees know whom to reach out to for help.

How does IDC assist with employee meetings?

IDC can prepare documents and may assist or accompany clients in conducting employee meetings as a value-added service.

What types of emergencies does the communication letter address?

The communication letter can address emergencies while traveling and other situations like dental pre-determinations or drug pre-authorizations.

What is the role of the HR team in the post-implementation process?

The HR team plays a vital role in managing the day-to-day operations and ensuring smooth transitions in employee benefits with proper training.

How can clients contact IDC for further support?

Clients can reach out to IDC for any questions or concerns, as the team is available to support them throughout the process.