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PLANSOURCE.COM | [email protected] | (877) 735-0468 One Source. Many Benefits. EMPLOYEE CONTACT CENTER Why Employee Contact Center? Premium Bundle Employee Contact Center Billing Reconciliation and Payment COBRA Administration Dependent Verification Employee Communications Benefits Outsourcing HSA / FSA / HRA Administration PlanSource Benefits Services Software + Services = A Better Benefits Experience At PlanSource, we believe that the best way to build a better benefits experience is by combining best-in-class software with a range of high-touch benefit services. This simple equation provides brokers and employers with a complete solution that can help busy HR departments work more efficiently and focus on strategic initiatives rather than tedious tactics. Employee Contact Center Let’s face it - navigating the health care system is complex, with multiple parties involved, so it’s no surprise that employees need help. That’s why we believe that one of the most important things we do at PlanSource is to provide an employee contact center. We don’t just educate and help employees get enrolled in the right plans, which is important, but we also advocate for employees throughout the year, helping them with claims issues and questions about their coverage. Guide Employees Your employees will be guided to the insurance plans that meet their individual needs. Provide Great Service Employees will have access to an entire team of benefits experts to answer their questions. Simplify the Complex Our reps take complex benefits concepts and explain them in easily understood language.

EMPLOYEE CONTACT CENTER - PlanSource

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Page 1: EMPLOYEE CONTACT CENTER - PlanSource

PLANSOURCE.COM | [email protected] | (877 ) 735-0468One Source. Many Benefits.

EMPLOYEE CONTACT CENTER

Why Employee Contact Center?

Premium

Bundle

Employee Contact Center

Billing Reconciliation and Payment

COBRA Administration

Dependent Verification

Employee Communications

Benefits Outsourcing

HSA / FSA / HRA Administration

PlanSource Benefits Services

Software + Services = A Better Benefi ts Experience

At PlanSource, we believe that the best way to build a better benefi ts experience is by combining best-in-class software with a range of high-touch benefi t services. This simple equation provides brokers and employers with a complete solution that can help busy HR departments work more effi ciently and focus on strategic initiatives rather than tedious tactics.

Employee Contact Center

Let’s face it - navigating the health care system is complex, with multiple parties involved, so it’s no surprise that employees need help. That’s why we believe that one of the most important things we do at PlanSource is to provide an employee contact center. We don’t just educate and help employees get enrolled in the right plans, which is important, but we also advocate for employees throughout the year, helping them with claims issues and questions about their coverage.

Guide EmployeesYour employees will be guided to theinsurance plans that meet their individual needs.

Provide Great ServiceEmployees will have access to an entire team of benefi ts experts to answer their questions.

Simplify the ComplexOur reps take complex benefi ts concepts and explain them in easily understood language.

Page 2: EMPLOYEE CONTACT CENTER - PlanSource

PLANSOURCE.COM | [email protected] | (877 ) 735-0468

How Can the Employee Contact Center Help?Login AssistancePasswords get lost and security questions get forgotten – but fear not, we’re here to help. In fact, it’s one of the most common questions we get.

“How do I?” QuestionsYour enrollment system is intuitive and easy to use, but that doesn’t mean help isn’t needed sometimes. We’re happy to help when you need it.

Advocacy and Benefi ts HelpWhether help is needed to select, understand or correctly use the products that have already been selected, we have a staff of experts waiting on call.

• 100% of inbound and outbound calls are recorded• English and Spanish-speaking representatives• Translation services offered for 200+ languages• Licensed agents available

Salt Lake City, Utah

Orlando, Florida

8 AM to 11 PM ET

Monday - Friday

By phone

By chat

Locations Hours Contact

Contact Center

• Password and login assistance• Technical support• Benefi ts education and guidance• Phone-based enrollment• Employee advocacy

• Lost card assistance • Claims and billing triage• Urgent coverage resolutions• Life event assistance