Our Process
Getting Started with Your Benefits Plan:
A Step-by-Step Guide
Setting up a comprehensive benefits plan doesn’t have to be complicated. At Benefit Plans Inc., we’ve streamlined the process to get your team covered quickly and efficiently. Here’s exactly what to expect:
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Step 1: Initial Consultation & Needs Assessment
What happens: We schedule a discovery call to understand your company's unique needs.
What we'll discuss:
⦿ Current number of employees and anticipated growth
⦿ Existing benefits (if any) and pain points
⦿ Budget parameters and priorities
⦿ Industry-specific considerations
⦿ Employee demographics and preferences
What you'll need: Basic company information, current headcount, and your benefits goals.
Timeline:
1-2 business days to schedule
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Step 2: Custom Plan Design & Proposal
What happens: Our benefits specialists design a tailored plan based on your consultation.
What you'll receive:
2-3 plan options with detailed coverage breakdowns
Cost analysis and contribution structures
Comparison charts showing value vs. investment
Compliance checklist for your industry
Implementation timeline
What you'll need: Time to review proposals with your leadership team.
Timeline: 3-5 business days after consultation
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Step 3: Plan Selection & Approval
What happens:
You choose the plan that best fits your company and employees. What we'll do: Answer any questions about coverage details Adjust plan elements if needed Finalize pricing and contribution splits Provide formal agreement documents What you'll need: Final approval from decision-makers and signed agreements. Timeline: 1-3 business days (at your pace)
You choose the plan that best fits your company and employees. What we'll do: Answer any questions about coverage details Adjust plan elements if needed Finalize pricing and contribution splits Provide formal agreement documents What you'll need: Final approval from decision-makers and signed agreements. Timeline: 1-3 business days (at your pace)
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Step 4: Employee Census & Documentation
What happens: We collect the necessary information to enroll your team.
What you'll provide:
Employee roster with basic details (name, DOB, hire date)
Dependent information (if applicable)
Any existing coverage details for seamless transition
What we'll do:
Provide secure data collection templates
Review submissions for accuracy
Flag any compliance considerations
Timeline: 3-5 business days for data collection
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Step 5:Carrier Enrollment & Processing
What happens:
We submit your company and employee information to the insurance carriers.
What we handle:
⦿ All carrier paperwork and submissions
⦿ Verification of coverage details.
⦿ Coordination of effective dates
⦿ Quality assurance checks
What you'll need: Minimal involvement – we manage the heavy lifting.
Timeline: 10-15 business days for carrier processing
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Step 6: Employee Communication & Education
What happens: We help you roll out the new benefits to your team.
What we provide:
⦿ Employee welcome packets and benefit summaries
⦿ Enrollment guides and FAQs
⦿ Optional live or virtual Q&A sessions
⦿ Digital resources and contact information
⦿ ID cards and access to online portals
What you'll do:
⦿ Announce the new benefits to your team
⦿ Distribute materials (we'll provide everything)
⦿ Encourage questions and engagement
Timeline: Coordinated with your effective date
Timeline: Coordinated with your effective date
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Step 7: Go-Live & Ongoing Support
What happens: Your benefits plan officially begins, and we remain your dedicated partner.
What you'll have:
⦿ Active coverage for all enrolled employees
⦿ Direct access to our support team
⦿ Online account management tools
⦿ Dedicated account representative
⦿ Annual review and optimization sessions
Ongoing support includes:
⦿ New hire enrollments
⦿ Life event changes (marriage, birth, etc.)
⦿ Claims assistance
⦿ Compliance updates
⦿ Renewal planning
What Makes Our Process Different
✓ White-glove service – We handle the paperwork so you can focus on your business
✓ Transparent communication – You’ll always know what’s happening and what’s next
✓ Employee-first approach – We make sure your team understands and values their benefits
✓ Compliance confidence – We stay current on regulations so you don’t have to worry
✓ Long-term partnership – We’re here for renewals, changes, and questions year-round
✓ Transparent communication – You’ll always know what’s happening and what’s next
✓ Employee-first approach – We make sure your team understands and values their benefits
✓ Compliance confidence – We stay current on regulations so you don’t have to worry
✓ Long-term partnership – We’re here for renewals, changes, and questions year-round
Frequently Asked Questions
Q: What if we need to start coverage quickly?
A: We offer expedited implementations for urgent situations. Contact us to discuss your timeline.
Q: Can we add employees after the initial setup?
A: Absolutely. New hire enrollments are simple and can be processed within days.
Q: What if our employees have questions after enrollment?
A: They can contact our support team directly – we provide ongoing assistance to your entire team.
Q: Do you handle renewals each year?
A: Yes. We proactively review your plan annually and present renewal options with plenty of time to make informed decisions.
Q: What if we're switching from another provider?
A: We specialize in seamless transitions and will coordinate timing to avoid any coverage gaps.
Let's Build Your Benefits Plan Together
You've seen how simple the process is – now let's make it happen for your team. No pressure. No obligations. Just expert guidance to help you make the right decision for your company.
Schedule Your Free Consultation