Implementation & Planning

The Baker Tilly Vantagen Implementation Team uses a five phase strategy to plan and manage the installation, configuration and customization of benefit administration solutions for all new client engagements. Each client receives an experienced, dedicated project management team focused solely on the execution and delivery of the optimal service platform. This proactive, hands-on approach ensures a highly efficient and timely transition while keeping you involved in each step along the way.

Our comprehensive, end-to-end integration model can be implemented in as little as 30 to 90 days and involves these phases:

Phase I – Discovery:
Involves a detailed review of eligibility rules, plan availability, contribution schedules, enrollment procedures, data exchanges and reporting requirements.

Phase II – Planning & Configuration:
Establishment of project plans and enrollment timelines, development of the communications strategy, enrollment options and servicing delivery best practices.

Phase III – Develop Infrastructure and Support Platform:
Develop and test the Online Benefits Center, employee census files, carrier interfaces and payroll transmissions, finalize communication and enrollment materials.

Phase IV – Deployment & Execution:
Provide toll-free support to employees, Open Enrollment coordination and processing, delivering enrollment data to carriers, issuing confirmation statements to employees.

Phase V – Ongoing Support:
New Hire kit fulfillment and processing, Qualifying Life Event changes, termination processing and COBRA notification and invoicing, monthly invoice reconciliation, ongoing payroll transmissions.