• Welcome email
• TPA & SSO agreement - confirmed
• Assign Implementation Specialist (IS)  & GB admin assigned 

• IS to send Welcome Email 
• TPA & SSO agreement - confirm/collect
• Reviews Discovery Benefits Checklist with client & GB admin 
• Set timeline of completion 
• Sent completed Checklist back to client 

Create

• PDR created (based on each persons benefits)
• Reconcile with previous carriers rates to match Request formulas (payroll instruction)
  
• Third Party Payee instruction
  • Billing for Group Benefits in Payroll (SUNLIFE only - Very Important) 

Request for Formula 

• Request formula send to designated person (TBA) with plan contract, booklets, rates, cost share, and previous carrier most recent invoice
• Designated person will manually creates formula & sends back to the IS 
• Instructions must be set up in the same order that its received 
• Validation of formula:  
  
  • Generate a pay run
  • Pull statement of earnings 
  • Reconcile
    

Setup Billing

• Create bill per Employee by run report under sealed reports
• Confirm Employee and Employer portion
• Send to the client to review
• Order EPI - to approve payroll (client side that will have all this benefits info)

KICK OFF CALL

DISCOVERY CALL 

ACCOUNT SETUP

TRAINING

• 30 min - Benefits Only 
• Must have HR/Payroll or just Payroll in order to have Benefits 
• How to send out digital enrollment
• Question & Answers

GO LIVE

• Transition Document
• Introduction of Group Benefits Administrator (GB) 
  • IS sends email to client 
• GB to set client expectation & provide support 

BENEFIT PROCESS