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