The Book-It scheduling tool provides a seamless benefits experience

the first step is inviting employees to set up an appointment with a CBA benefit counselor.
  • Enrollment invitations via SMS and email
  • Employees can self-schedule from any device
  • Convenient automated appointment reminders

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Invitations

Automated Invitations

The first step is inviting employees to set up an appointment with a CBA benefit counselor. The invitation is most commonly communicated via email but many employees of large organizations, particularly in the retail space, do not have corporate email accounts. CBA sends SMS messages to these employees with a link to schedule an appointment during the open enrollment window.


Invitations

Easy Scheduling

Each employee uses CBA's simple, intuitive online interface to schedule their enrollment appointment from their phone or computer at a time that's convenient for them. All appointment times are displayed to the employee in their local time, eliminating any confusion.


Reminders

Convenient Reminders

CBA automatically sends appointment reminders via fully-customized email and SMS messages. These reminders keep employees aware of when their enrollment specialist will be phoning them, significantly reducing the chance of an unanswered call.


Reporting

Powerful Reporting

CBA provides our clients with real-time track of variety of key performance indicators, including:

  • • Participation rates by client
  • • Undeliverable SMS invitations
  • • Number of appointments scheduled over time