![]() | |
![]() |
|
e3 has a unique, five-step Client Service Protocol designed to provide a strategic approach to the needs of your enterprise, executives and employees. This protocol includes planning and providing for each client's particular long-term goals, taking into consideration the culture and structure of each organization. 1. Strategy SessionTo define your strategy for the upcoming plan year, we review current and future industry trends, legislative updates, business climate and the unique needs of your organization. We will review your benefit branding, and develop an online employee survey. Together we draft a market approach for the benefits renewal. We then define the scope of work with a timeline and budget. 2. Renewal Processe3 reviews the market analysis and employee survey responses. Then we finalize the strategy and programs. This includes determination of benefit levels, communication themes and processes, open enrollment tools and meeting schedules. 3. Enrollment ProcessThis includes everything from in-person meetings to use of online enrollment and feedback tools. e3 manages the relationship with carriers and handles employees inquiries. 4. Post-Enrollmente3 assesses the open enrollment process to ensure employee satisfaction and address any outstanding issues. We conduct administrative training for HR representatives and continue to manage day-to-day inquiries and benefits changes. 5. Compliance Servicese3 serves as a resource to keep clients in compliance with COBRA, HIPAA and all other benefits-related laws and regulations. This includes management of required documentation but also ongoing education on new legislation and emerging issues. |
![]() ![]() |
Newport Beach Boston
New York San Francisco Securities offered through Walnut Street Securities, Inc. (WSS). Member FINRA/SIPC. e3 FINANCIAL is not affiliated with WSS. All contents ©copyright 2007 e3 FINANCIAL License #0768484 |