How can USI help our organization take a more strategic approach to managing our benefits deliverables and deadlines?
USI creates and maintains an annual service calendar for clients, containing information on specific deliverables that facilitate strategic advanced planning.
USI develops an automated schedule of activities for all clients driven by effective date, client size, and location.
We’ve estimated the financial impact for you. Feel free to update the assumptions.
- Alignment of expectations and deliverables of USI and client
- Documented process provides accountability and improves efficiency
- Incorporates multi-year objectives into current action plan
Without a strategic planning process and a calendar to hold all parties accountable, many brokers and employers to fail to achieve goals and objectives.
For example, communications strategies require significant time to design and implement with multiple iterations to ensure understanding. Additionally, deadline-specific compliance requirements must be met, or significant penalties may be incurred.
The USI Annual Service Calendar ensures consistent execution of required activities that can be overlooked, such as:
- Medicare Part D notices
- Annual disclosure to employees and beneficiaries
- ERISA Form 5500 filings
- 1094-C/1095-C filings
The USI Annual Service Calendar is a value-added service available to all of our Employee Benefits clients at no additional cost.
I’d like to explore further how USI’s annual service calendar can help us better manage our health plan’s key dates and deliverables.
To get started, USI simply needs to review a copy of your current benefit plan and program calendar if available.