Let Us Benefit You

Founded in 1997 and headquartered in Birmingham, Alabama with a regional office in Phoenix, Arizona.

Industries serviced include manufacturing, construction, airlines, municipalities, transportation, hospitals/healthcare, retail, food service and more

More than 50 years of combined experience

Successfully enrolled over 1,000,000 employees nationwide with more than 450 clients in all 50 states

Through a series of
in-depth meetings, we discover the needs, goals and objectives of your company and employees.

With the knowledge gleaned from the questioning phase, we prepare an action plan to deliver the benefits that best serve your needs.

Salaried benefit counselors assist employees with enrolling their benefits

Personal tutorials are conducted face-to-face and through CBA's
call center

At the conclusion of enrollment, Data Team provides payroll and vendor information to HR

We develop a tailored campaign using custom announcement, posters, brochures, digital pieces and interactive scheduling tool.

We work with client’s enrollment software provider to assist in building out case

For those organizations that do not have an enrollment software, CBA’s Data Analytics Team will build-out case

The Book-It scheduling tool provides a seamless benefits experience

Automated enrollment invitations via SMS and email

Employees can self-schedule at a time that’s convenient to them  from any device  using the simple, intuitive online interface

CBA automatically sends appointment reminders via full-customized email and SMS messages

Book-It provides powerful reporting including

   • Participation rates

   • Undeliverable SMS invitations

   • Number of appointments scheduled over time

BENXPRESS

CBA and BenXpress partnership provides clients an integrated approach to benefits administration and enrollment.

• Advanced Technology

• ACA Compliant

• Reporting Management

• Data Management and Security

Director of Human Resources and management team recognize the importance of providing resources to ensure employees are well educated on benefit offerings to enable them to make sound benefit choices. 

The organization’s primary objective was to utilize CBA’s resources to save Human Resources time both during Open Enrollment and for the perpetual on-boarding of new hires while developing a multi-faceted communication campaign to increase employee awareness and participation. 

Partnered with Unum to offer employees multiple VB products

Salaried benefit counselors provided
on-site personal tutorials with each employee and made an intimidating and confusing process one that is filled with clarity and confidence for the employee

Designed two customized brochures and other announcement pieces leading up to enrollment to bring awareness to enrollment and benefit offering

Understanding the challenges of the client’s 3-shift workforce, CBA created a schedule allowing employees around the clock to have access to CBA’s benefit educators

Heightened sense of awareness and appreciation of benefits by employees

90% of employees met with a salaried benefit counselor resulting in 1,006 applications for one of the voluntary products offered

Project saved client time and resources at no cost to organization through the offering of voluntary benefits

This company faced a number of enrollment challenges including inconsistent communication, constrained resources, how to manage the on-boarding of monthly new hires and a lack of awareness of benefits by employees. 

Client’s key objectives for engaging CBA were to develop and implement a communication campaign to inform and educate employees on benefits, take a fragmented enrollment process and created a more structured employee centric experience and manage the monthly perpetual on-boarding of new hires.

Creation of a comprehensive benefit awareness campaign comprised of brochures, posters, direct mail and 

call-to-action notices

Provide 34 benefits counselors to educate employees on their benefit options and conduct dependent audits

Design a complex scheduling tool to ensure all employees had the opportunity to meet with a salaried benefits counselor either
face-to-face at various service centers or through CBA’s call center

Provide new-hire enrollment support throughout the year

87% of eligible employees met with a benefit counselor

2,380 applications for one of the voluntary products offered and broker commissions of $249,000

Client incurred no direct charges for CBA’s services

91% of employees that met with a benefit counselor said they liked the personal and confidential meetings better than what was provided in prior years

Increased the number of monthly new hires that participate in one or more voluntary benefits from approximately 125 to 175 (increase of 31% to 43%) resulting in broker commissions of approximately $15,000/month or $180,000/year outside of open enrollment

This was year 8 for this enrollment

Benefits are a way to manage financial risk

Chance of receiving
more than $3,000
in insurance claims
payments over 10 years.

Chance of receiving
more than $5,000
in insurance claims
payments over 10 years.

Chance of having a
critical illness diagnosis
over 10 years which
could cost you $34,000.

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