Fee for Service Estimator 2.0 Logo
  • Cost Estimator

    Cost Estimator

  • These calculations are designed to give a quick estimate of the services' cost when using the CarLyn Group for first year technolgy, enrollment, or communications support.

    These fee's are designed to be paid within 30 days of the first day of Open Enrollment, and are not designed to be seen as priceing for commissions split funding amounts. If a fee for service invoice options is not preferred please call us to determine what the traditional commission split may be required to fund the support for a case. 

  •  / /
  • First-Year Technology

    First-Year Technology

    A.I. Communications included with first-year Ben Admin builds

  • Building in previous years elections typically will require a longer implementation timeline, as more work will need to be completed by the client/broker to obtain and format previous years offerings, complete a seperated census, and confirm previous years contribution strategies. Please plan on having all previous years elections information in at least 15 business days beofre the first day of O.E. 

  • First-Year Enrollment Support

    First-Year Enrollment Support

    A.I. Communications included with first-year Enrollment Support
  • First-Year Communications Only

    First-Year Communications Only

    Select if you need communications only (No Tech, No Enrollment)

  • If you accidentally selected Yes for this option but want to see Technology and or First Year enrollment options, select the N/A option, and both options will re-appear.

  • First-Year Set up Cost

    First-Year Set up Cost

    Funding needed at Open Enrollment
  • Ongoing funding responsibilities

    Ongoing funding responsibilities

    What to build into the case rates

  • Additional Ongoing Service(s), below are optional,however, without slecting "YES", the services will not conitnue past O.E. and/or year one based on the services elected: 

  • NOTE: If electing Annual Renwal of Ben Admin and/or Annual Open Enrollment Support, each services comes with our A.I. communication.

  • Producer/Account Manager Contact Information

    Producer/Account Manager Contact Information

  • All costs shown are for our "fee for service" funding model. If a traditional commission split is desired, please contact us. The prices shown above are expected to be paid within thirty days of the invoice, which is typically submitted on the first day of O.E. Once we receive this request, we will reach out and confirm all details and provide a formal "pricing sheet" outlining all up-front cost and ongoing cost.

  • Should be Empty: