Broker Services Guide

This guide aligns our services to your sales process and client lifecycle. From provider network comparisons and competitive benefit assessments, to enrollment assistance and broker sales strategies, Claremont has everything you need to stay ahead of the competition and grow your business.

Pre-Sale Tools

• Robust Comprehensive Website
• Quarterly Market Intelligence Reports
• Weekly Broker Update Email
• Sales Materials

Sales Support

• Dedicated Team of Benefit Experts
• Provider Match Report
• Provider Network Comparisons
• Prescription Formulary Match
• Employer and Employee Enrollment Kits or eKits
• Assist with Employer Presentations
• Ease Orientation and Training

Quoting

• Detailed Online and Carrier Direct Quoting
• Carrier Cost and Plan Comparisons
• Competitive Benefit Assessment
• Quote Proposal Analysis and Recommendations
• Final Rate Generation
• New Hire Employee Contribution Worksheets
• PRISM Account Set-up and Orientation

Application Processing Service

• Employer/Employee Eligibility Assessment
• Underwriting Review and Recommendation
• Enrollment Solution Evaluation
• Enrollment Meetings (Bilingual)
• Group Application Review and Assessment
• Group Application Submission
• Member Eligibility Verification

Enrollment Support

• Plan or Benefit Modification
• Renewal Strategy and Recommendations
• Recertification Assistance (Contact your sales representative for details.)
• Employer and Employee Renewal Changes
• Online Group Administration Tool Training
• Employer Administrative Packets or eKits
• New Hire Enrollments, Terminations and Qualifying Event Changes
• Member ID Card Assistance
• Access to Care Assistance
• Claims Assistance
• Membership and Billing Resolution

Ease Support Services

• Ease Builds for new and renewing groups.
• Open Enrollment: changes submitted to carriers for processing.
• Enrollment Support: daily monitoring of employer groups in Ease to capture enrollment changes such as new hires, terminations, and qualifying events. (Contact your sales representative for details.)
• Assist with group renewals, processing changes to employer and employee benefits as needed.
• Internal Ease team of experts to help navigate, provide training and process enrollment changes.

Broker Support

• Carrier Broker Appointment Assistance
• Broker of Record Transactions
• Book of Business Reports
• Broker Orientation; Group Benefits
• Broker Sales Strategies; New Business or Retention
• Carrier Promotions and Bonus Programs

Industry Insight/Education

• Coronavirus (COVID-19) Resources and FAQ
• Carrier Submission Deadlines
• ACA/HealthCare Reform FAQs
• ACA/Play or Pay
• ACA Compliance
• Covered California for Small Business Employer Tax Credit
• San Francisco Healthcare Accountability Ordinance
• Sponsorship of Industry Associations

Vendor Partner Recommendations

• Benefit Administration Solutions and Human Resource Information Systems (HRIS)
• HR Compliance
• ACA Reporting
• Broker-Friendly Payroll Solutions
• Professional Employer Organizations (PEO)
• Legal Advisors
• Tax Consultants
• Employee Assistance Programs (EAP)
• Agency Management System

Questions? Need assistance?
Contact your Claremont team at 800.696.4543 or info@claremontcompanies.com.