The Insider
October 2009
Issue 5
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president's |
product spotlight |
partner spotlight |
tips and tricks |
so we heard |
your opinion |
click on the icons above to read that section or just scroll down
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Dear HealthConnect User
Health carrier sales automation solutions, such as online
quoting, enrollment, renewals and other functions, provide both a basic
advantage and disadvantage for agents. Agents can perform a wide range of
functions using these systems and can many times complete transactions
through them automatically rather than with paper/fax/manual processes. However,
these systems only work for that one carrier.
Many agency sales automation solutions, such as ours,
similarly provide a basic advantage and disadvantage for agents. Agents can
quote and work with multiple carriers through one single system, but often
the level of technical integration between systems, such as ours, and the
carrier is limited and/or only exists for a small number of carriers. The
result is that carriers typically get limited adoption of their sales
automation systems and agents frequently re-key data into and manage their
client base across multiple systems. In addition, even the basic functions
take too long and are quite inefficient. For example, installing a small
group case and getting ID cards issued takes 28 days, on average, and
frequently require a lot of time from agents, general agents and carriers,
resulting in poor customer satisfaction.
After a year of addressing the shortcomings listed above and perfecting the
details of how to deal with them more effectively, we recently announced a
partnership with
The
TriZetto Group
The primary reason they chose us is because their market research from health plans and agents all said the same thing – carriers need to adopt complete life cycle sales automation solutions but make them available to the broker through a multi-carrier system. As the leading provider of multi-carrier systems in the country and a proven track record of building such systems, we were a logical choice for them. We believe it will allow us to create a complete and seamless integration between our agency system and the core admin system used by carriers. We strongly believe in this vision and believe it will help us bring significant value for our core agent, general agent and carrier clients.
You can read the full text of the press release about the TriZetto partnership by clicking on this link.
We look forward to providing
our clients updates regarding our TriZetto partnership and how it will help
them in their operations. Sincerely, Peter Everett HealthConnect Systems |
president's message
The Product Spotlight section, which will regularly highlight one of our products in more detail, will also enable us to keep you updated on new products and new features of our existing products.
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Every company derives its success from its employees. Employees' emotional, financial or other problems are often reflected in their productivity (or lack thereof), affecting your business and your bottom line.
With the Employee Assistance Program (EAP), a premium service offered by Ceridian but integrated with our HRConnect, your employees and their families receive immediate and confidential personal service, support and referral from a team of culturally experienced professionals. The bilingual support is available 24 hours a day, 7 days a week, in the areas of:
For more information on integrating the EAP program into your HRConnect, please contact sales@healthconnectsystems.com. |
Partner Spotlight will regularly focus on one of our partners whose services we make available to you through our quoting system and HRConnect.
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HealthConnect is proud to partner with Ceridian, a business services company with a range of innovative solutions. For more than 21 years, Ceridian has helped companies to maximize the power of their employees by integrating work-life services into their clients’ organizations. Their Employee Assistance Program (EAP) is integrated with HRConnect, our online HR management tool.
Ceridian was the first company in the industry to introduce a fully integrated EAP and Work-Life service, which has also been accredited by the Council on Accreditation (COA), an international, independent, not-for-profit, child-and family-service and behavioral healthcare accrediting organization, indicating the highest standard in service quality.
Their Employee Assistance Program provides confidential, one-on-one counseling services to employees and their significant others in various areas affecting daily living, including parenting, financial and legal issues and emotional well-being. For more information on Ceridian's EAP, see our product section in this newsletter. |
Having trouble using a feature in the quoting system or HRConnect? Tips and Tricks section will provide you with a quick "how to."
Do you know how to deploy HRConnect for the group you have already quoted?
East Coast:
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Login to your small group quoting portal.
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In the main menu, click on the HRConnect/Enrollment link.
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Select your group from the drop-down menu next to Company field.
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The screen will refresh and you will have an option to create an HRConnect account using either Quick Deploy option or Complete Deploy option. Select one and click Next. (Quick Deploy option will allow you to quickly set up the account without going into detailed options. Complete Deploy option will guide you through a detailed set-up of HRConnect.)
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If you selected Complete Deploy:
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Fill out all the required fields to create an HR administrator and a generic employee account. Click Next.
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Make any necessary adjustments to the census and then click Next.
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Select the HRConnect coverage types by checking the appropriate boxes. Click Next.
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Select which plans you would like to add to HRConnect. Click Next.
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Select which premium services (payroll, COBRA, EAP, FSA/POP/HRA) you would like to make available for your group by checking the appropriate box. Click Next.
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Select additional information that you would like to add to HRConnect (important links, calendar, helpful terms, etc.) Click Next.
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Update the group’s logo, notification and permission preferences by clicking on the links on the right. Once updated, click Next.
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You will receive confirmation that the HRConnect has been set-up successfully.
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If you selected the Send welcome email to HR administrator option when setting up HRConnect, your group’s HR administrator will receive an email with the login and password information.
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If you selected Quick Deploy option:
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Fill out all the required fields to create an HR administrator and a generic employee account. Click Next.
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Select which plans you would like to add to HRConnect. Click Next.
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You will receive confirmation that the HRConnect has been set-up successfully.
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If you selected the Send welcome email to HR administrator option when setting up HRConnect, your group’s HR administrator will receive an email with the login and password information.
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West Coast:
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Login to your small group quoting portal.
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Click on the HRConnect/Enrollment link.
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Select your group from the drop-down menu. The screen will refresh and the Deploy Group button will be selected by default. Click Next.
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Fill in the company information and click Next.
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Verify census and administrator information. Click Next.
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Confirm agency information. Click Next.
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Select medical and ancillary carriers that you would like to display in HRConnect. Ensure the correct effective and end dates. Click Next.
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Now select plans for the carriers you selected. Click Next.
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Enter the policy number for each of the plans you selected. Click Next.
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Select additional options that you would like to display as tabs in HRConnect, such as enrollment, payroll, COBRA, EAP, etc.
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HRConnect Initialization Submission page will display. Review the group and employee information and click Next to confirm deployment.
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Following your deployment, the HR administrator will receive an email with the login and password information.
Want to know what your fellow brokers are saying about our products and how they helped them? Read it here, in the So We Heard section.
so we heard
From Jessica Casano, Sales Assistant at BenefitMall Northeast, on our small group quoting:
With the HealthConnect
Small Group Quoting system, we now rely on a standardized quoting tool,
resulting in more accurate and consistent quotes, greater sales efficiency
and better follow-up to convert quotes to sales of new business. Without
this quoting engine our days would be spent calling carriers for quotes and
plan summaries. We cannot live without HealthConnect!
Your opinion counts! This section will feature a quarterly poll to find out your opinion on our products, enhancements, announcements, tips and our communication to you so we can continue to improve.
your opinion
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Last month, we asked whether you were familiar and/or used our small group quoting portal Multi-Option Report feature. Click here for results. Thank you to everyone who voted. |
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Thank you for your feedback!
Copyright ©2009 HealthConnect 877.805.2828 | newsletter@healthconnectsystems.com
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