Private Label Options
We have developed a process that allows you to offer Dependent Eligibility Audits under your firm’s brand. This enables your firm to provide value to current and prospective clients while building the brand recognition of your firm. Additionally, if a prospective client’s current broker isn’t discussing Dependent Eligibility Audits with them, then this creates a great opportunity for your firm to prospect for clients. If your firm offers voluntary benefits, you have a unique opportunity to capitalize on the strong demand for Dependent Eligibility Audits. Many of the voluntary benefit brokers we work with offer a reduced fee on Dependent Eligibility Audits to prospective clients, contingent on the prospective client agreeing to offer voluntary benefits to its employees. This is just one example of how brokers are using these audits to win new business. Below is a sample of some of the differences between a private labeled project and one that is not:
| Dependent Check Branded | Private Label | |
| Amnesty Letter (optional) |
Optionally Co-branded with Dependent Check Logo and Customer Logo | Optionally Co-branded with Your Firm’s Logo and Customer Logo |
| Verification Letter | Optionally Co-branded with Dependent Check Logo and Customer Logo | Optionally Co-branded with Your Firm’s Logo and Customer Logo |
| Confirmation Postcard | Dependent Check Branding | Your Firm’s Branding |
| Employee Website Portals | Dependent Check Branding with Customer Specific Language | Your Firm’s Branding with Customer Specific Language |
| Employer Website Portal | Dependent Check Branding with Customer Specific Language | Your Firm’s Branding with Customer Specific Language |
Discussing Dependent Eligibility Audits with current clients is not only important for defensive positioning, but it also has value as part of the client’s current benefit management strategy. If a client is going through a major plan change, such as transitioning to a new carrier, an audit can be an effective way to ensure the client starts the new plan with the correct dependents. Dependent Eligibility Audits can also provide an opportunity for your clients to gather critical information from their employees like other insurance information and dependent social security numbers (SSNs). New Medicare Secondary Payer provisions being implemented in 2009 will require all carriers to report the SSNs of all participants. Most carriers will be requesting these numbers from the employer. A Dependent Eligibility Audit can be a terrific time to collect this data.
We are dedicated to helping our brokers and consultants provide cost-management tools to their clients. A significant portion of our existing business comes directly from brokers and consultants. Contact us to discuss how your firm can capitalize on one of the fastest cost-containment tools in the industry.
