IOA Standards – Redefining the Role of the Agent

Minimum Standard

  • Eligibility Administration
  • Benefit Booklets
  • Enrollment Meetings
  • Claims Assistance
  • Renewals – 45 days prior
  • Present carrier alternates
 The IOA Standard

  • Eligibility Administration
  • Benefit Booklets
  • Enrollment Meetings
  • Claims Management
  • Renewals – 90 days prior
  • Aggressive Negotiations
  • Tracking Spreadsheets
  • Deduction Spreadsheets
  • SPD Review
  • Online Enrollment
  • Electronic Enrollment
  • Telephonic Enrollment
  • MyWave for HR
  • HR Toolkit
  • Custom employee communications
  • Employee call center
  • Provide resources for COBRA Administration

Website by Web Solutions of America