Transition and Support
The new team takes over service, renewals and employee questions. Once the change is recorded, the new team takes over: introducing your account contacts, confirming every line of coverage shows the right broker, and walking HR through renewal timing and what comes next.
What the first weeks look like.
Once the change is recorded, the new team takes over: introducing your account contacts, confirming every line of coverage shows the right broker, and walking HR through renewal timing and what comes next.
Employees should see little change except, ideally, faster and clearer answers. Good transitions are quiet ones.
The First Month With a New Team.
The first thirty days typically cover introductions, confirmation from each carrier, a review of plan documents and a calendar of renewal and compliance dates. Many employers also ask for a first call with HR.
Within that month, the new broker should have a list of open items and a plan for the next renewal.
The point is to leave HR with a clear picture of what happens next and who is responsible.
A few more questions.
Who handles employee questions after the switch?
Your new account team does, and CFH also runs a chat assistant available around the clock for common questions.
What should I expect in the first month?
An introduction to your team, a review of open items, and a calendar of upcoming renewal and compliance dates.
What should we expect to hand over?
Plan documents, renewals, invoices and a census.
How often should we meet?
Many employers meet monthly at first, then quarterly.
What if we are in open enrollment?
Tell the new team immediately so enrollment support can begin.
Related guides.
How to Switch Benefits Brokers in Michigan
Signs it is time, the six steps, and timing.
Your Carrier and Plans
Changing brokers does not require changing carriers. If the current plan is right, it stays.
Your Employees’ Coverage
ID cards, networks and claims continue as they are. Employees often notice nothing.
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.
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.
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. →