Employee Benefits Concierge

Open enrollment is the one week a wrong answer lasts all year.

Most enrollment elections cannot be changed until the next open enrollment unless the employee has a qualifying life event. So we staff the window with real-time help, when question volume is highest and the deadline is least forgiving, and we answer each question with the full year in mind.

Send Us Your Renewal

During the Window

The questions that matter are the ones employees do not know to ask.

Employees ask which plan is cheapest. The better question is which plan costs least for how their family actually uses care. We help them answer that one.

Comparing Plans on Total Cost

Payroll contribution plus expected out-of-pocket spending is the real price of a plan. We walk employees through both, which is why a higher-deductible plan is sometimes the better buy and sometimes a trap.

HSA Eligibility

An employee in a high-deductible plan loses HSA eligibility if a spouse’s general-purpose health FSA covers them. We ask about the spouse’s benefits before the election, not after contributions have started.

Dependents and Documents

Adding a dependent often requires proof of relationship. We tell employees what the plan will ask for, so a missing document does not leave a child without coverage on the first day of the plan year.

How we run the open enrollment project →

The Rules That Bite

Elections are locked for the year. Life events have deadlines.

Pre-tax elections made through a cafeteria plan are generally irrevocable for the plan year. Changes mid-year require a permitted event, and HIPAA special enrollment gives an employee at least 30 days after losing other coverage, marriage, birth or adoption to request coverage.

Waiving Coverage

An employee who waives because a spouse’s plan covers them can enroll mid-year if that coverage ends, but only by asking in time. We make sure they know the window exists and how short it is.

Medicaid and CHIP

Losing Medicaid or CHIP, or becoming eligible for premium assistance, gives a longer window of 60 days. It is the event payroll and HR are least likely to hear about, so we flag it in enrollment materials.

Spending Account Elections

A health FSA or dependent care election is a commitment for the year. We help employees size it to expenses they can predict, because an overestimate can be forfeited under the plan’s rules.

How the concierge helps through the year →

For HR

Enrollment support is also data quality control.

Every election has to reach payroll and every carrier correctly. The questions employees ask during enrollment are the earliest sign of where that will break.

Catching Errors Early

A missing waiver, a dependent without a birth date or a tier that does not match the dependents listed will become a billing or claims problem in the new year. We catch them before the file goes out.

Stragglers and Defaults

Some employees will not enroll by the deadline. Whether they default to last year’s elections or to no coverage is a plan design choice, so we confirm the rule and chase the stragglers before it applies.

Themes for Next Year

We report what employees asked about most, so next year’s communication answers it upfront rather than one call at a time.

How we write the enrollment message →

Common Questions

What HR asks about enrollment support.

Is this help for employees or for HR?

Both. Employees get answers directly, which is why HR’s inbox stays manageable during the busiest week of the benefits year.

What about remote and shift employees?

Help is available by phone, by email and through the chat on our site, where a question left after hours is answered the next business day, so night-shift employees are not left out.

Can you recommend a plan to an employee?

We help employees compare options against their own expected use. The choice stays theirs, because only they know what the coming year holds.

How the chat on our site works →

Let’s Get to Work

Send us your renewal.

We’ll tell you whether it looks competitive, where we see opportunity, and the five questions we’d put to your carrier. No cost, and no obligation to move anything.

What to send

The renewal letter
Your current plan summary
Contribution split by tier
Enrolled counts by tier

Four documents — two more if your group is 50 or more. Nothing else; every extra one is a reason to postpone.

CFH Insurance Consultants

An independent employee benefits consulting firm. We look at the entire benefits program — cost, plan performance, risk and administration.

Michigan41000 Woodward Avenue, Suite 350 East
Bloomfield Hills, MI 48304
248.370.8853
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Colorado Springs, CO 80921
719.425.2649
Texas16365 Park Ten Place, Suite 182
Houston, TX 77084
281.404.5670

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