Operational Goal
The broker was put on the defensive with this client of 20+ years. Another broker claimed that their exclusive offer with a particular Voluntary Benefits (VB) carrier was superior to the existing VB offered. In the meantime, the client received a 47% rate increase on their Medical plan and desperately needed to incorporate personalized messaging to their population.
Business Challenge
Customer’s current benefit administration platform would not connect to voluntary benefit providers for enrollment. The group also relies heavily on the broker for their service and enrollment support. Broker actually had to hire a dedicated account manager to exclusively service this account; costing them time, money and resources.
Business Challenge
Broker brought in ActiV8 for a full analysis of the existing Voluntary Benefits (VB) plans and enrollment processes, including how each were impacted by the payroll/benefit administration system. ActiV8 recommended using VB products to fund a core enrollment for all products. This solution would provide holistic messaging around their benefits program and the pending changes – at no charge to the client.
ActiV8 went to market to find a quality carrier and enrollment solution, outlined all expectations of the project for all parties involved via a document of understanding, worked as a liaison between the payroll/benefits administration vendor, and made sure all parties adhered to the assigned tasks in this document.
The client agreed to facilitate mandatory group meetings followed by mandatory one-on-one meetings with each employee. The enrollment vendor agreed to perform all enrollment meetings as needed and bring in their electronic enrollment system for the VB products. In turn, they utilized the client’s benefit administration system as the system of record for all other core benefits. The enrollment vendor was able to take elections within two separate platforms by toggling between the two systems. They used one system to collect their core benefit elections and the other system to collect the VB elections.
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Executed mandatory group meetings as well as mandatory one-on-one meetings – spoke with 100% of the employee and retiree population
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Increased the VB premium from $30,000 to over $64,000
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Enrollment partner continues to support this client perpetually for their new hire onboarding to free up the broker’s resources on this account
I’ve had the pleasure of working with Holly on several of my business clients’ company plans, and she has been a tremendous resource. She’s able to maneuver through the complexities of group benefits with ease and guide my clients through the decision-making process in an easy to understand way. I highly recommend her.
I have been engaged with Activ8 Benefits Consulting for the past 3 years, and Holly is one of my most trusted partners. Specifically, I have worked with Holly in various collaborations for the past 15 years. Her expertise and experience can be counted on in relationship to Voluntary Benefit strategies, employee engagement, communication, and worksite marketing. I have found Activ8 to be engaged, detail-oriented, professional, and incredibly responsive.
One of the biggest positives of my partnership with Activ8, is the freedom and flexibility my staff has to focus on other areas of our business, particularly since our organization is heavily focused on healthcare strategies and outcomes. We can trust Holly to act on our behalf as we would one of our employees, delivering the best possible strategy and outcome for our clients related to Voluntary Benefits.
I highly recommend Activ8 as a partner you can count on for your clients.
I can’t say enough positive things about Holly’s knowledge and professionalism. Voluntary Benefits can be a complicated matter, but her expertise along the way made it a seamless process.
Holly works tirelessly for both you and your client, delivering the best in class for each product. Her finished, professional RFP work makes it very easy to present detailed information to the client.
You can also turn over open enrollment to her and be assured it is handled with no pressure on the employees. The education she provides is second to none.
After having worked with Holly on several client projects, she is my “go to expert” for Voluntary Benefits.
Carving out a niche in the field of employee benefits takes a lot of vision and focus. Holly exudes these qualities which helps her partners and clients maximize understanding, and in turn, appreciation for and participation in all employee benefits. Her comprehensive carrier and platform evaluations routinely lead to a tailor-made fit for employers, carriers, and consultants alike. Achieving high levels of engagement is a reflection of the strategy, meticulous planning, communication and execution that Holly brings to the table. It is rewarding to have a skilled and invested partner like Holly joining me every step of the way.
As the owner of a benefit enrollment services company I look for broker partners who understand the voluntary benefits industry and the services that can be offered to clients by combining the services of an enrollment company and voluntary benefits and teaching employers the buying power they have to bring quality solutions and service that have a meaningful impact on the employees and the employer. I have worked with Holly and her team for 12 years and she definitely meets all of our standards as a premier partner! If you are looking to partner with an industry leader who is extremely knowledgeable about the voluntary benefits industry I highly recommend Holly Overdyke and her team!
Holly and the team at Activ8 helped our firm accomplish an extremely difficult enrollment involving a NYC based grocery food store with 20 different locations and multiple languages. The complexity of this enrollment required a project manager to coordinate with the carriers, technology vendors, and enrollment firms and this isn’t a role that we normally staff. Relying on Holly and her team to integrate with our account management team and the client, ensured a successful enrollment for the client and optimized the use of our time as a benefits consultant.
Holly Brown-Overdyke has so many amazing talents. She has the ability to service her clients in a very unique way. Holly has a deep understanding of the benefits market but still has an insatiable appetite to continue to learn. Through learning and in practice she has created a vast network. Holly leverages very strategically her knowledge as well as her expansive network to create and drive a solution for her clients. From our perspective, we are amazed at her knowledge in HR and Benefit Technology but she always knows when to engage her partners to influence the best results and outcomes for her clients.
Holly Overdyke with Activ8 has assisted many of my clients with her extensive knowledge of the benefits world and its role in HR. She has helped to improve their open enrollment process and educated the HR teams around benefit solutions for their companies. This has been key in helping to retain employees as well as negotiating technology credits for our mutual clients from the insurance carriers. Holly’s unique strategy has also allowed her to be an additional arm to my benefit broker partners– ensuring the transition period goes smoothly. I would highly recommend any HR leader or benefit broker to hire Activ8 to help fill the gaps between the medical industry and their business!