Service Comparison Checklist

Service Comparison Checklist

To be a Strategic Partner you must be a full service benefit agency. A full service benefit agency must provide the services below with no additional cost to their clients. Strategic Partners believe their business clients should not be burdened with:

1. Explaining insurance benefits to their new hires.

2. Cobra Administration

3. Hands on assistance in completing all insurance forms You receive the greatest value for your premium dollar when using a full service benefit agency.

ClientServ provides the following administrative services for all its Strategic Partners, making them full benefit service agencies. Compare what you are currently being provided, with what ClientServ and its strategic partners provide:

When you have a New Hire:	ClientServ	Our Competitor
1. ClientServ provides you with a "Welcome Letter" and a "New Hire Packet" for each new employee.	No Additional Charge	1.________
2. We make available a hotline on which new hires can call us for an explanation of benefits. We offer this service in English, Spanish and Hmong. Our specialist answers all manner of questions about effective dates, policy numbers, types of benefits and pre-existing conditions.	No Additional Charge	2._________
3. We help new hires complete their application forms on our hotline.	No Additional Charge	3._________
4. We process the new hire's application, verify their coverage and notify the employer when the benefits will become effective, and the amount of needed payroll deduction.	No Additional Charge	4._________

*ClientServ charges are paid by the strategic partners.

When an active employee needs to make a coverage change:	ClientServ	Our Competitor
1. We handle their call on the Change Hotline, and report the needed changes with the employee.	No Additional Charge	1.________
2. We process all needed paperwork and verify that the change is complete.	No Additional Charge	2.________
3. We notify the employer of the change, including changes in payroll deductions.	No Additional Charge	3.________

*ClientServ charges are paid by the strategic partners.

You fax, e-mail, or mail us the "Termination Notification" and:

When you terminate an employee and COBRA administration:	ClientServ	Our Competitor
1. We will send all required notices and payment coupons to the "Qualified Beneficiary" (QB).	No Additional Charge	1. ________
2. We phone verify the termination with the insurance carrier and make sure it is removed from the employer's insurance bill.	No Additional Charge	2. ________
3. Employers and Qualified Beneficiaries have available our COBRA Support Hotline in three languages: English, Spanish, and Hmong.	No Additional Charge	3. ________
4. We collect and monitor COBRA premium payments.	No Additional Charge	4. ________
5. We process and verify that a QB who elects to enroll under COBRA is properly put back on the insurance bill.	No Additional Charge	5. ________
6. We send notices to the QB about conversion options, and incorrect or late payments.	No Additional Charge	6. ________
7. We provide the employer with IRS audit reports.	No Additional Charge	7. ________

*ClientServs' charges are paid by the strategic partners.

One of our strategic partners introduced this unique service package in 1989 as "Service our Clients" and named it (SOC). In 1992, SOC was computerized. It has been continually refined and upgraded to keep pace with legal and industry changes.

ClientServ adopted SOC in 1997, taking advantage if its thousands of hours of successful experience providing administrative services.

Currently, the SOC program services more than 300 employers.

Our competitors have watched us grow and studied our success. Now they are attempting to mirror our services. But they charge extra for their time and they experience a learning curve that can cost you money and maybe penalties and fines.

Our guarantee!

We guarantee that you will not lose any premium dollars due to our error. If we make a mistake that costs you extra premium, we will pay the extra premium for you.

Call ClientServ at (952) 470-SERV

Print this comparison checklist. Use it as you decide which agent or administrator should service your employees.

Click on the in the upper right corner to close this window and continue