Benefits Enrollment and Administration

Simplifying Employee Benefits Enrollment for Brokers and Businesses

Our partner, Coordination Group, has the experience and capabilities in benefits administration to help health brokers and businesses enroll employees, as well as manage and administer the plan.

We can assist you with building an administration strategy customized to your needs.


Multiple Enrollment Options

During the employee session with our experienced benefit counselors, there are 3 simple steps we ensure so the employee has an easy, informed enrollment:

  1. A thorough education and explanation to employees on exactly how the program works, including the intricacies and minute details.
  2. An unbiased layout of all the options, building on Step 1’s methodology and answering any questions they may have.
  3. Help with enrollment technologies so employees can seamlessly apply for the benefits made available to them.

Enrollment options that empower your workers include: on-site, virtual, telephonic and online self-service.


In-Person, 1-to-1, Unbiased Insurance Consultation

This type of consultation offers an individualized approach to the enrollment process by allowing our benefit counselors to meet at the worksite, individually with employees, to review their options and make selections.


Co-Browse Enrollment Strategy

Leveraging technology with human interaction from a distance. This process provides individualized guidance by allowing enrollers to look at and interact with an employee’s web browser and/or toggle between visuals in order to thoroughly educate them about the various options made available to the employer and employees alike.


Self-Enrollment in Conjunction with Digital Education

In this method, the employee completes their own enrollment through our secure systems, with the assistance of either in-person or telephonic enrollment.


Group Data/Census Enrollment

This option allows the fulfillment of benefit choices to a group of employees when individual meetings cannot be arranged. Typically, this is done on employer-paid programs.


Telephonic via Secure Inbound and Outbound Call Center

Coordination Group has a revolutionary phone system that can be utilized when time does not allow for in-person meetings. Our unique system guides employees through prompts with simplified instructions. Inbound and outbound calls are always scheduled ahead of time.


Trained and Certified Benefit Counselors

Our benefit communication specialists are trained and certified on multiple enrollment technologies, including a wide variety of benefit administration and HRIS systems. This provides a seamless, organized and successful enrollment.


Benefits Enrollment Technology Solutions

Coordination Group streamlines the enrollment process, easing the administrative burden through our Enrollment Technology Solutions.

We want to make sure employees don’t run into any problems when they enroll in their new insurance plan. To make that happen, we have provided:

  • Electronic return files
  • Integration of a range of benefits
  • Administration and Human Resource Information Systems (HRIS)

For Employers

  • Manage administrative changes — new hires, terminations, leaves of absence and retirements
  • Data and census analysis, pre-load and set-up
  • Access employee beneficiary information
  • Upload electronic payroll deduction files
  • Post-enrollment data transfer to employer and carriers

Tailored to Employees

  • Educational benefit communications and preparation videos
  • Benefit materials, brochures and summary plan descriptions
  • Benefit confirmation statements
  • Benefit calculators and Section 125 Plan worksheets

Technology Platforms We Utilize

Employee Navigator • Selerix • GathR • Everwell • Bswift


Your Trusted Partner in Benefits Enrollment

We provide ongoing support beyond enrollment, assisting with employee questions, life changes, and benefits use — ensuring maximum value for employees and reduced administrative burdens for employers and brokers.


Contact Us

Reach out today to experience how our partnership can be a smooth and seamless solution to employee benefits insurance enrollments.

Questions? Give us a Call

216-312-6440