professional
agents
At TBA, our agents go above and
beyond…Does yours?
1. Is your office HIPPA compliant?
2. Do you have a current updated section 125 Plan
Document?
3. If you have federal COBRA and your current
carrier doesn’t handle it, does your agent outsource it
and pay the cost for you?
4. Are you registered with CMS for your credible or
non-credible coverage? with Medicare Part D?
5. Does someone come out when new employees become
eligible to give a detailed explanation of all benefits, costs
and help them to enroll?
6. Do you have an assigned customer service agent
especially for you who is trained to handle any issues that may
arise, for both you and your employees?
7. Do you receive monthly contact from your CSR to
check on how you are doing? Do they provide you with
any new information and offer to help if needed?
8. Do you have customer service representatives that
are available Monday – Friday 8:30am – Friday 5:30pm who
do only employee benefits and can answer any questions
you may have including claims or billing issues?
9. Does your agent have the top producer contracts
with almost all of the carriers which gives them direct access
to home office, customer service, and preferred treatment
on most other customer needs?
customer service representatives
Following the enrollment, a designated Customer Service
Representative will contact you with a welcome call or
email. They will work with the Human Resources,
Payroll Department, CFO and/or owners to assist with day to
day issues.
One is assigned especially for you, with others
available if needed.
Specialize in only employee benefits.
Claims and Billing issues PRO’s.
Assist HR and your employees with any questions big or
small.
Inform on most products, qualifying events, addition
and deletion procedures.
If they don’t know the answer, they will find someone
who does!
