CSM - Employer Meeting Lifecycle

15 min call to discuss group and go over any questions
Discuss any unique services commitments (e.g. payroll integrations, agency managing their own Medicare, etc).
Discuss what still needs to be completed prior to onboarding

Sales:

CSM:

Contract
- Length
- Additional Service (COBRA & 1095)
- Fees
Discuss Medicare eligible employees
- Assign enroller
- Timeline to get them enrolled
Banking Set up
- Timeline for funding
- Pre-funding explained
- Funding calculation explained
ER onboarding Flow (check list)

Foundations of Support
Banking Explanation (high overview)
- When funding & invoices draft
- How EE ARC accounts work
- Bank is managed as a cash account
- Payroll Deductions
EE training content (if not previously provided)
- How to best support EE’s
- What additional support might they need
- Medicare employees should be educated separately
What EE’s can expect from ICHRA enrollment
- They may receive invoices (do not pay those)
- They own this plan so there may be additional steps
- If BB reaches out, EE’s needs to take an action step

HR Training:

Finance Training:

Renewal prep
Set up steps
- Updating Census
- Sending 90 day notice
- Sending Renewal EE Communication
Financial review
- Discussion on contribution increase options
Updates to employee renewal process

During the onboarding and lifecycle of employer clients, there are many meetings you will have as a CSM. Below you will find a guide of what important information should be covered in each meeting.