Sample Onboarding & Service Timeline
Introduction Call
Schedule a call to introduce key team contacts Discuss the onboarding timeline, expectations and objectives Review the scope of services and better understand your business needs and goals. Yates to collect detailed information about the current employee benefits program to include: Plan desgins for all benefits Claims data and utilization trends Employee Demographics Vendor contracts and compliance review Yates to analyze the existing program Discuss any immediate concerns with cost or plan management Begin identifying any gaps or adjustment in the current benefit offering Discuss opportunities to optamize the current program Present a detailed benefit strategy with final recommendations Set-up an annual timeline to execute current year into the renewal and open enrollment strategy Schedule on-going meeting for support
Information Gathering
Benefits Program Deep Dive
Next Steps and Implementation
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