Preparing for our Launch Call

1

Contact Overview

Group Name

Preferred Contact Name

Title

Please enter your email

Please enter your phone

2

Open Enrollment Planning & OverviewA glimpse

When do you begin planning your Open Enrollment

When do you hold your Open Enrollment

Do you offer an HSA Account

Does the organization contribute or match HSA funds?

3

What Communication platforms do you utilize when communicating with your organization to communicate benefits or other important messages?

4

Does your organization offer:Are you able to share our information on these as well?

Intranet

Newsletters

Screen Saver Options

Benefit Portal

Outside Benefit Support

Internal Benefit Support

Retiree Benefits

Benefit Education Access Year Round

Other:

5

What communication means do you have for your employees?What are the ways you share information directly to employees or spouses?

Work Email

Personal Cell Phone

Work Phone

Personal Email

Home Address

6

How are you currently confirming enrollment of employees either into Medicare Part A and/or Part B?

Rely on your employees to tell you

Wait on claims from TPA

Have a process for documentation

Other:

7

Do you use Teams by Microsoft 365?Would you be interested in having this function available to your preferred team members to utilize with TBG?

YESNO

8

Please describe your current off-boarding processWhen an employee notifies HR that they are either resigning or retiring, what is the process to educate them on the dis-enrollment and COBRA process?

9

What is your vision for our partnership? How can we meet your expectations?

10

Please add any file that you think will be helpful for us to know

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

11

Is there anything specific that we should know about your organization or preferences that we should be aware of?

12

Thank you for your time today-

We are looking forward to our launch call. Should you need anything else, please feel free to call us at 678-880-8905.