Next Steps for the Broker of Record Process
Additional Launch Resources
Employee Communication Template
Subject: Enhanced service for our employee benefit plans
Dear [employees],
We have some exciting news; we are now utilizing Vereo Partners as our employee benefits advisor. First off: your insurance coverage IS NOT CHANGING. Most of this transition will happen behind the scenes, but we did want you to know about some exciting new services we’ll be rolling out next month:
- Health Advocate: All benefit eligible employees will have access to Health Advocate, which is a fantastic service designed to save you from the day-to-day benefit hassles you might run into, from helping to find a provider, to reviewing bills for accuracy, even getting help if you think a claim has been paid incorrectly. You will receive a separate notice as soon as Health Advocate ready. Here’s a link with more information: https://www.healthadvocate.com/site/product-index/health-navigation
- Employee Benefits Guide: your new employee benefit guide will be available soon and is completely mobile enabled and shareable. Send it to anyone else enrolled in your plan, they can view it right on their phone, on the computer, or even print it out perfectly formatted. It also has links embedded in the guide, for quick access to your insurance coverage.
Please stay tuned for more exciting news and resources in the coming months, and remember, there is no change to your insurance carriers or ID numbers, and your cost is not changing.
Prior Broker Email Template
Subject: Transition of Employee Benefits Broker Services
Dear [Broker’s Name],
Thank you for your support in managing our employee benefits program. We appreciate your expertise and the partnership we’ve had. After careful review, we are transitioning to a new broker to better meet our current needs; this is not a reflection of your service, simply an evolution of our needs.
We value your help and wish you continued success. If you are allowed by your firm to share our historical data, please send it, encrypted, to: service@vereopartners.com
Thank you again,