Member portal? Ready. Onboarding videos and educational campaigns? Ready.
The only question is — are you?
Say goodbye to wasted time and unnecessary paper forms. Say hello to a seamless digital enrollment experience. And don't worry. Simple is the name of the game with this platform.
Guide employees through enrollment with ongoing communications that support them every step of the way. An all-in-one dashboard makes it easy to manage the enrollment process.
WELCOME EMAIL AND PORTAL LOGIN INFORMATION
ACCESS TO ENROLLMENT DASHBOARD
RECEIVE UPDATE EMAILS AND DAILY PROCESS REPORTS
ADD NEW EMPLOYEES TO PLAN VIA ENROLLMENT DASHBOARD
ENROLLMENT INVITATION AND REMINDER EMAIL
PROVIDE ENROLLMENT DETAILS ONLINE
INVITATION TO ACCESS THE GB CONNECT PORTAL
ONBOARDING EMAIL AND VIDEO CAMPAIGN
Set up new groups with less time and effort
Plan advisors simply have to work with the plan administrator to complete the employee data spreadsheet and submit the requirements listed on the online enrollment checklist. We take care of the rest.
Effortlessly stay on top of enrollments
Plan administrators get access to our portal, GB Connect — and a dashboard with employee details. New employees joining at a later date? They can be enrolled with ease through the dashboard.
Enroll with confidence that you're in good hands
Employees automatically receive their invitation during enrollment. From here, they simply proceed via our easy-to-use digital portal. Our responsive platform will lead them through the enrollment process and will confirm when their plan's all set up. Then, our video series educates them on the benefits they have and how to get to the good stuff.
Online enrollment video - enrolling new groups
Online enrollment video - add new employees to existing groups
