Our Process

It’s easy to work with BenefitsDirect. Whether you want to keep your existing group benefits plan or start from scratch, our industry-leading experts are here to help you find the best value for your organization.

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Notice of Change

Timeline: 5–10 business days

Sign appointment letter for BenefitsDirect who notifies incumbent provider of change.

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Re-negotiation

Timeline: 7–10 days

BenefitsDirect sets commission based on reduced management fees and financial analysis of current programs.

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Review

Timeline: 7–10 days

Client reviews revised benefits pricing.

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Alternative Quotes

Timeline: 10–14 days

Should provider options be required, BenefitsDirect will market the plan and provide alternative quotes for consideration.

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Vendor Change

Timeline: 30–60 days

Provider change facilitated with paperwork and oversight.

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Renewal

Timeline: 30–45 days in advance of renewal date

Renewal received and pricing negotiated based on standard underwriting models, including lower management fees.

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Additional Services

Timeline: 30–45 days in advance of renewal date

Should Consulting/Benchmarking/Auditing be a part of the scope of work, it will be performed either at this point during intake or at plan renewal, whichever makes more sense depending on account specifics.

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Get Started

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Let’s talk about how to get the best value out of your employee benefits program!