• New Case Agreement

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  • Scope of Work:

    Technology - Employee Navigator Case Build

    • Case Build information must be submitted on our New Case Build document
    • 7 Business day turnaround is guaranteed from when all data is submitted
    • Build will include
      • Class structures, eligibility, rates, pay cycles, Employee Census upload
      • Existing coverages have to be in the required formats to be uploaded and must be done before open enrollment starts
      • 3rd Party App Integrations
      • Post enrollment reporting which will include - A summary, Payroll Deduction Reports, Row based and column based reports with all enrollment information
        • Certain carriers will take the data direclty out of Employee Navigator - speak to your Velocity Rep about who those carriers are to save time and resources
    • If EDI is needed for your medical, dental and vision carriers there is an additional cost of $1,000 setup fee and $1 PEPM charge.

     

     Communication - Texting, Email and Video Communication

    • The Velocity Texting and Video Creation forms must be used

     Texting:

    • 7 Business day turnaround is guaranteed from when all data is received
    • Text standards include
      • 3 rounds of texts
      • Standard messaging with link customization 
        • Benefits Snapshot or Benefit Guide (provided by the broker)
        • Video
        • Link to schedule 

      Email

    • Generic emails mirroring the texts 
    • Registration emails from Employee Navigator (if you are using this platform)

      Video 

    • Custom messaging submitted by the broker or HR

      Enrollment

    • The Velocity PreEnrollment Worksheet or Call must be completed
    • Includes Technology and Communication (see above)
  • We agree to partner in good faith to make the enrollment a positive experience for everyone involved.  Velocity commits that if, for some reason, that either party desides to no longer partner together that they will release all data back to the broker and their client with 10 business days.  At that point Velocity commits to deleting all person and company info of the former client. 

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