Handle Benefits Enrollment with Ease with the New Carrier Connectivity
Your HR team is crucial for your business on many fronts. From new hires, to employee records, to strategic growth efforts, your HR team is at the helm of your company’s most important asset - your people. Position your HR team for success with Vista HRM and automated employee benefits enrollment.
We’ve completely eliminated the manual process of notifying your benefits carriers. This means no more time wasted on manually exporting approved benefit elections from Vista HRM. No more working in Excel Spreadsheets to format the data into the right templates. No more emails with benefits carriers to confirm these plan changes and elections are confirmed. Simply approve your employees’ benefits elections in Vista HRM, and let the integration take it from there.
Automate Now!
Enrollment at the speed of qualifying events.
Approved Benefits
Once your employees’ benefits changes are approved, Data Xchange detects the changes and automatically pulls the data into a file that’s been formatted to suit each provider’s requirements.
Sent to Provider
Data Xchange sends the information to each provider on their preferred schedule automatically so they can process the changes.
Annnnd done!
That’s it! Go find something more strategic to work on, you freakin’ HR Superhero ;)
* Note: This list is not comprehensive. If you do not see your carrier, please connect with our sales team to discuss whether or not we can support your needs.
I’ve heard tragic stories from clients about the impact of delayed benefit selections and updates. Losing a loved one is the most difficult element of life that we all have to deal with. But the entire grieving process becomes exponentially more gut wrenching when the life insurance coverage isn’t valid because of delays in the elections process. One of the best ways a company can show that it cares about their employees is to automate the benefits selection process and eliminate the risk of botched coverages.
I’ve heard tragic stories from clients about the impact of delayed benefit selections and updates. Losing a loved one is the most difficult element of life that we all have to deal with. But the entire grieving process becomes exponentially more gut wrenching when the life insurance coverage isn’t valid because of delays in the elections process. One of the best ways a company can show that it cares about their employees is to automate the benefits selection process and eliminate the risk of botched coverages.
I’ve heard tragic stories from clients about the impact of delayed benefit selections and updates. Losing a loved one is the most difficult element of life that we all have to deal with. But the entire grieving process becomes exponentially more gut wrenching when the life insurance coverage isn’t valid because of delays in the elections process. One of the best ways a company can show that it cares about their employees is to automate the benefits selection process and eliminate the risk of botched coverages.
Zach Sauer, Integration Sales Executive
Did you know that some carriers offer a "tech credit" for establishing an EDI feed? We can help you put the best solution in place and help you figure out if your company qualifies with any of your carriers.
Still working with paper packets?
Your benefits package is at risk (unnecessarily) of lost data, slow processes, and human error. Not to mention the human capital cost of manually entering EE data and plan selections into multiple systems like payroll and benefit portals.
Leveraging a 3rd party portal?
It’s a little better than paper packets, but if your portal lacks a payroll connection, then your team is still wasting time and exposing the process to data errors with manual data entry.
Using Vista HRM without carrier connections?
While your team has access to a native payroll integration, they still don’t have automated provider feeds. This creates a manual process for entering data into your provider portals for EE benefit elections, and it opens up data risks around PII.
File type requirements vary from one carrier to the next. The industry standard is HIPAA 834 format . Some providers require .csv or .txt files. These tend to require a more intensive implementation process. During the sales process, our team will connect with your HR department to understand your company’s specific EDI options with your benefits carriers so we can accurately scope your automation project.
If you spend time telling your providers about
New Hires
Qualifying Events
Plan Changes
