Enrollment – Group Coverage

Enrollment Meetings

Whether you’re scheduling an enrollment meeting for an insurance carrier or for an agency or brokerage, our professional enrollers are available in most states and understand the business as they typically average over 10 years in the health insurance industry. Best of all, normally we can arrange meetings within days’ notice, so if time is of the essence, chances are we can accommodate.

The Planning Process

A successful enrollment meeting starts with good preparation. To ensure this, we take the time before the meeting starts to plan the presentation with the meeting organizer.

Enrollment Meetings

The Planning Process

A successful enrollment meeting starts with good preparation. To ensure this, we take the time before the meeting starts to plan the presentation with the meeting organizer.

This Involves

Preparing the necessary documents, such as the enrollment kits, quotes, presentation material, contribution amounts, and any other informative documents.

Booking travel and hotel accommodations along with any catering requirements
Mapping destinations between meetings to maximize time efficiency.
Role playing and timing the presentation to allow for questions and form completions.
And most Importantly, learning the material being presented

The Presentation

Prior to the presentation, the enrollers generally set up the meeting areas to specifications of the organizers. Generally, the documents and presentation materials are distributed or made available for quick and easy circulation.

The Meeting Begins

We can record either by video or audio the meeting to distribute afterwards either by webinars or through other electronic channels. This step is optional, but the preparation process is crucial to provide this service.

The enroller then introduces him or herself and with the organizer’s permission will update the meeting members on changes within the industry. Usually, a brief overview of any carrier and regulatory changes are presented during this time.

The materials are then administered, and the coverage explained.

We have found that real life examples assist in the explanation process so when needed, the enrollers usually have examples to illustrate important points. Don’t worry, names are never disclosed so HIPAA compliance is maintained.

The Meeting Begins

The materials are then administered, and the coverage explained.

The Q & A Session

Probably the most important part of the meeting is the feedback given at the end. This is the time that the meeting organizers and the decision makers learn the most about the needs of the members.

If made available, our enrollers take detailed notes on the general and specific needs and concerns of the meeting attendees. Again, we pay close attention to the privacy laws so we don’t discuss any specific medical questions during the group presentation. We defer these questions to be addressed privately or refer them to an authorized carrier representative. And only those questions related to the coverage being presented will be answered as we make no warranties provide claims acceptance or eligibility.

The Form Completion Process

Often, the meeting attendees have questions or need assistance with the enrollment forms. Sometimes, the attendees prefer to bring the enrollment material home. Either way, we ordinarily review the various enrollment material and forms and if time allows will assist the attendees with any issues, they may have completed the forms. We will then direct them to forward the forms to the appropriate parties. This process can be held in tandem with the questions and answers session.

The Follow Up

We like feedback. After all, we need to know how we did and deserve a pat in the back if we did a good job. So, we first ask the attendees, ‘how did we do?’ After that, we generally follow up with the meeting organizer or any chaperone that was in attendance. Most of the time, we wait a day or two to allow for any delay in attendee feedback. This information is then shared with all interested parties.