Marketing
We are confident in our process and will guarantee a seamless experience from strategy development through to open enrollment. Our approach will secure the best coverage for your needs, keep costs under control, and significantly enhance employee satisfaction.
Discovery & Strategy We will discuss and work with you to understand your specific needs, goals, and budget for coverage options. Then we will analyze the current benefits package and identify areas for improvement or enhancement to align with client goals (e.g., cost savings, employee satisfaction, comprehensive care). Develop RFP & Vendor Negotiation Yates will develop a detailed Request for Proposal (RFP) outlining coverage requirements, goals, and key performance metrics. We will negotiate terms with carriers to secure competitive pricing, better benefits, and additional perks (e.g., wellness programs, telemedicine). Vendor & Plan Design Selections Yates will evaluate vendor proposals based on coverage options, pricing, service levels, and reputation and negotiate to secure competitive pricing, better benefits, and additional perks. We will then partner with our client to discuss and finalize vendor selection. Contract, Implementation & Communications Yates will review and analyze contracts to ensure all terms and conditions are favorable and clear. We will coordinate with vendors to ensure smooth implementation of the chosen benefits. We will provide employees with easy-to-understand information about their coverage options and changes for the upcoming year.
Discovery & Strategy
Develop RFPs & Vendor Negotiation
Vendor & Plan Design Selections
Contracts, Implementation & Communication
Open Enrollment
New Plan Year
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