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Provider capabilities
*Is there a single sign-on portal? Does the employee want their employees to access the benefit administration through an Intranet site?
*Is there the ability to send a file to a carrier?
*How will billing work for part time or retroactively?
*Wellness is much bigger than it used to be. Can the provider track who went to a lunch and learn, a 5K run? If your client is big on wellness, what kind of integration is there? Daniel adds.
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Employee support
*Live online chat? No one wants to talk on the phone, she says
*Fulfillment: How are ACA notices pushed out? How are forms delivered?
*Can retirees and COBRA access the site?
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Company culture/history
*What is the leadership of the company?
*How long has it been in service?
*What support do you get as a broker?
*Visit the company on site to see their culture or ask for a video to get a feel of what the company is all about, Daniel explains.
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Security and risk
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Implementation phase
*An accurate timeline and data on a go live date
*Sent test files to make sure data can move properly
*Project management: Know if there is a dedicated person to help
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