The Evolved Benefits Process

Let's talk about how easy it is to work with Evolved Benefits. 

As an employee benefits advisor, we are a product that you can offer as a solution. And, of course, you get compensated for doing that as you do with every other solution you provide your customers. 

First and foremost, here at Evolved Benefits, we understand your process.

We understand that you need to turn a prospect into a customer, develop a relationship with that customer, and address and find out what their needs are. And then of course, if the solutions that you bring to the table fit the needs you're addressing, you are their broker, and you're going to continue developing that relationship with them over time as renewals come. 

And hopefully, you're using those opportunities to continue to add value. So you can have a long-term relationship with your client. We consider you the employee benefits advisor, our client here at Evolved Benefits. We do not work direct B2B with any company. We only work with brokers and general agencies that have relationships with brokers. 

We do very well with that relationship. So, our process is straightforward. It's almost a one, two, three.

First and foremost, we want to get on a discovery call to find out if you're already working with the target industries where our solutions fit best. And at that point, we can teach you how to grow your book of business organically. Continue to add that value, add more revenue to your agency, and be a solid broker to your client, which repels any other entity from trying to come in all the little side doors and trap doors to steal your business. 

Secondly, we want to do a discovery call with any opportunity you have. 

And what will usually take place there is we'll ask some questions and once we kind of pre-qualify that the group is a good fit, we will generate a proposal. It's so easy to generate a proposal. 

Our products are shelf-rated, and the rates are the same nationwide. So you don't need to give us a census because there's no quoting engine for us to generate a proposal for you. All we need is the company name, the effective date, and either your name as the broker or the name of your agency, and the proposal's done. 

From that point, we can set up a call, have a conversation, discuss other needs, and make sure you are in compliance.

Additionally, I can accompany you on the call with your group. Or, you can digest everything we talk about in our conversation, take it to the group, see if they want to lean in, and implement these solutions. 

So from there, we have an implementation call. 

We find out how you're going to enroll the group. We certainly have some resources for you. I've got some resources nationwide with enrollment companies that do everything. They do the call center. They set up a platform to manage it all year long that tracks eligibility. 

They'll even set it up if you have a group that needs individual billing. If there's a 1099 scenario, they'll even do the individual billing on behalf of the group. So we've got all kinds of resources to fit these scenarios. 

Our service team is in-house and you will speak with a live person. Also, bilingual, if needed. We will then set up an implementation call for the backend. We want the employer to understand that there is a very easy-to-use employer portal. 

And we're going to teach them how to set up that profile and how to add, term, and delete employees because that's all they will need to do. Our system is so sophisticated; everything's automated, and it all updates itself as you go in and do those add, terms, and deletes. 

And of course, throughout the year, the employees will want to call, maybe four months down the road, someone finally uses the product and they need help looking up a doctor or an urgent care facility. Maybe they have some questions about how their plan works because they forgot since open enrollment was four months ago. 

We have the support here, and we're here Monday through Friday. We handle east coast to west coast. It's so easy to work with Evolved Benefits. If you haven't scheduled a call with us, if you haven't answered any of my reach-outs on LinkedIn, I certainly hope you do. 

I want to meet all of you. And of course, I do look forward to talking to all of you very soon.