For retail agencies and brokerS
Employee Benefits
Our tailored solution helps our clients scale up to meet peak season staffing, such as annual open enrollment in the fourth quarter.
Common tasks our experienced team performs for Employee Benefits clients include:
Enter/Renew Plans
Benefits Administration
Develop Plan Comparison Spreadsheet
Prepare Census Information
Document Review
Effective employee benefits process
Preparing for a January first start of a new plan year takes a lot of effort - before, during, and after open enrollment and the beginning of benefits coverage.
ReSource Pro has the expertise and capabilities to assist our Employee Benefits clients no matter where they might be on the renewal timeline.
The right partner matters in employee benefits
With ReSource Pro, your agency can improve profitability, increase competitive advantage, ensure comprehensive regulatory compliance, and elevate client satisfaction.
Greater accuracy and efficiency in Employee Benefits services deliver advantages to your business and improves the experience of your customers and staff. You can spend more time and energy on higher-value customer service and growth, while reducing errors and omissions liability risks.
Our experience
ReSource Pro has deep experience in insurance operations and administration. We support your benefits administration with customized eligibility and enrollment solutions that align with your internal processes and client expectations.
For example, we configure Employee Navigator, a widely used benefits administration system, to support new groups, enhancing the employee experience by guiding users through plan selection, enrollment, and eligibility verification, so your team spends less time troubleshooting and more time delivering strategic client value.
560,000+
Enrollments processed annually
148,000+
Plans entered into administrative systems
60+
Systems and platforms utilized
97%
Employee Benefits client retention rate
Our Employee Benefits expertise includes:
marketing and renewal support
Cenus building
client presentation material
Benefits guide and employee communication
plan document review and auditing
Billing/invoicing
commission validation
Data input and analytics
Have questions? We’ve got the answers.
Have questions? We’ve got the answers.
Frequently asked questions about ReSource Pro Employee Benefits.
ReSource Pro Employee Benefits FAQs
What are employee benefits services for retail insurance agencies?
Employee benefits services support administrative tasks related to benefits plans, enrollment, renewals, and ongoing servicing so internal teams can focus on client engagement and strategy.
Why should agencies outsource employee benefits support?
Outsourcing reduces administrative burden, improves response times, and helps agencies manage complex benefits workflows with accuracy and consistency.
What tasks are included in employee benefits services?
Services include enrollment processing, plan changes, documentation, eligibility checks, and carrier communication.
How does ReSource Pro help with benefits enrollment?
ReSource Pro manages enrollment workflows, ensures accurate documentation, and coordinates with carriers for smoother transitions and updates.
Can these services support renewals?
Yes. ReSource Pro supports renewal activities, including data collection, documentation, and carrier submissions.
Who benefits from employee benefits services?
Insurance carriers, retail agents & brokers, and employers looking to streamline benefits administration benefit from these services.