Implementation goes wrong when it belongs to nobody. We put dates on it.
Choosing the plan is half the work. Making it run correctly is the other half.
What has to happen.
Many moving parts.
Eligibility Files
Carrier files must match your records before the effective date.
ID Cards
Cards have to be ordered and delivered on time.
The Benefits Build
Plans, rates and rules are built into the enrollment system.
How we run it.
A schedule, owners and checkpoints.
Dates and Owners
Each step has a date and a responsible person.
Tested Before Enrollment
Every group is demo tested in the enrollment system for accuracy before open enrollment begins.
Open Enrollment Support
Employees get help during the window.
Who does the work.
This is why IT is one of the five.
Account Executive and Manager
They own the plan and the timeline.
Plan Analyst
Checks rates, contributions and plan details.
Customer Service and IT
Support employees and manage files and systems.
Questions Employers Ask About This
How long does implementation take?
It depends on the group and the systems. We set the timeline at the start.
What do we need to provide?
The census, a payroll contact and plan documents, with dates for each.
What if something is wrong at go-live?
We test to catch issues before go-live. If one appears, we work it with you right away.
Related guides.
From Renewals to Results: The Broker Playbook
The full playbook.
One Connected Record: Payroll, Enrollment and COBRA
One record, many systems.
ERISA, ACA Reporting and Form 5500 Support
Filings and ERISA support.
Want this applied to your renewal?
Send us the renewal and we will run it through DATUM and show you where the number comes from.
Your renewal letter
Your census
Your current plan documents
Your renewal date
Rough answers are fine. We build the numbers from there.
Laws and rules referenced
Employee Benefit News: Renewals to Results — Opinion piece on brokers moving from plan shopping to data-driven advisory work.
An independent employee benefits consulting firm. We look at the entire benefits program — cost, plan performance, risk and administration.
Switch to CFH. Unhappy with your broker? Your employees won’t notice. You will. →
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