Advanced Administration Solutions

Employee Engagement & Process Automation


Your site, your language, your processes, your communication, your way

Employees have more influence and higher expectations than ever before.  They are looking for rich communication and expect a response.  Our communication platform was designed to exceed modern customer expectations through phone, email, chat and social media.  Licensed agents know your employees entire history before they pick up the phone. 

  • Custom Auto Attendant that routes to all vendors
  • Dedicated phone, fax, email and online chat contact interfaces
  • Customization of all site content
  • Customized Branding
  • Ability to integrate with social media
  • Reporting on all transactions


Enrollment Choice

Employees have the choice to enroll online or enroll by phone.  Telephonic enrollment offers ERISA disclosure via the Auto Attendant. All calls are recorded and can be retrieved at anytime. Language line is available for all languages. Secure benefit statements are sent after the completion of each enrollment.


Eligibility Management

The need to accurately manage eligibility is critical.  Today’s workforce is spread out geographically and requires multiple eligibility rules by class or division.  Our platform efficiently manages all rules and processes for eligibility management.

  • Process Automation
  • New eligibility management
  • Variable hour management
    • Documentation of offer
    • Track and forecast
    • IRS reporting
    • Subsidy notification and appeals
  • Electric  acceptance and distribution of compliance materials
  • Administers dependent verification rules
  • Rehire/Reinstatement
  • Qualified Life Events


Life and Disability Administration

Dedicated claims support

  • Review of initial claim submission
  • Verification of eligibility
  • Coordination and submission of employer claim requirements
  • Collection of physician statements
  • Employee communications
  • Coordination with EAP and Grief Counseling if requested by member
  • Conversion and Portability requirements


Evidence of Insurability (EOI)

Life insurance elections above the designated guaranteed issue amount offer unique challenges and liabilities to the plan:


  • Distribution of a customized letter with required forms
  • Outbound call campaign to members
  • Distribution of final letter with outcome of approval
  • Follow up with carriers for timely approval
  • Management of deductions until approval
  • Commencing with the proper payroll deductions after approval


Consolidated Billing

Effectively manages billing by delivering a single, accurate audited bill every month. We ensure that vendors are using the correct information and that billing discrepancies are resolved quickly.


  • Single consolidated bill
  • Calculation of premium due based on enrollment information and adjustments
  • Monitoring of retroactive adjustments
  • Custom automation model for line-by-line reconciliation with payroll and vendors each month
  • Discrepancy resolution
  • Reconciliation and post-enrollment auditing



Want to learn more? Call or email for a consultation:
(888) 462-1269 or




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All insurance products are sold by Custom Benefit Consultants, Inc., Ken Bahl NPN: 4579133