Walk through the employer dashboard, the employee dashboard, the US Health system and the ACH requirements before you go live, so there are no surprises.
Agree the date your Group Advisors agreements will be completed by, to stay on track for your implementation date.
Review and sign your Business Associate Agreement (BAA) with the Group Advisors team.
A short call to help an employer point their email sending domain at us (DNS records for the employee education campaign).
A 30-minute call with the Group Advisors education team to plan your employee education campaign.
Onboarding call for new employer groups.
Review your Section 125 proposal with the Group Advisors team.