Case Study: Total Benefits Delivery

Developed benefits delivery program for over 50 affiliates to achieve cost savings
and higher quality benefits programs nationally.

Tactics

The above diagram shows use of benefits expertise and proprietary technology
development to ensure cost and quality advantages.

Nonprofit Profile

• Nationally recognized nonprofit organization
• Affiliates across the states were consolidating
• Underwriting risk changed as make-up and consolidation occurred

Situation

• Need to provide life and disability solutions to all affiliates nationally
• Each affiliate needs to manage their eligibility and premium payments,
  yet needed to roll-up consolidated data to achieve purchasing power
• Geographic differences within medical and dental need to factored
  into overall solution

Solution

• Developed benefits delivery platform at the affiliate and national levels,
  which was able to meet data requirements of the nonprofit, insurance
  carriers and auditors
• Established training program and implemented online enrollment platform
  for all affiliates
• Maintained accounting and provided reporting for assets in reserve