Fill out the RFP form. It is critical to gather the required information. Here's a quick list of some of the information we require.

• Plan Design & Requested Benefits
• Current & Renewal Rates
• Medical Census
• Tier I/ Tier II
• Employer Contributions
• Waiting Periods

Choose any carrier you like for your benefit. You can view our 'Carriers' page for some ideas!
There are many carriers that offer multiple types of coverage that are guaranteed to meet your needs.

You or your Broker will be required to fill out the provided workbook.
This is necessary to give us the required information in order to build out your benefits on the platform best suited to handle your needs.

Here is an example of one of our workbooks!

Our team will build and test your chosen benefits
Upon completion of the build, our team will hand off the case to your team for additional testing.

Here is an example of the administration dashboard on Selerix

Once all of the plans have been built, our team vigorously tests every plan with a multitude of different scenarios.
This ensures that there are no issues during the open enrollment period so that everyone can easily and confidently elect their preferred benefits.

(This is for demonstration purposes only. No personal information is being displayed here.)

Launch Day! Now you're employees can go in and enroll for their benefits through various methods.
Assitance will be available for both the HR department and employees througout the enrollment period.

TBS will audit the system for any discrepancies that occurred during Open Enrollment. After system is audited, we will manually populate Open Enrolment File templates or send file via SFTP (if in production). After Open Enrollment files are populated, we will resume scheduled production files to carriers.

At the end of each month, TBS loads the group’s premium remittance into our proprietary billing system (OneCheck) to audit for accuracy, ensuring that payments are made to carriers appropriately for in-force coverage according to the enrollment system.  Any discrepancies are reported to the group for resolution and corrections are made in the group’s payroll system as needed.  Once payments are confirmed by the group, TBS produces comprehensive remittance detail reports and submits them with the group’s payment to the carriers for processing.

After Open Enrollment, day-to-day employment & demographic changes are made in the benefit platform (Selerix, EN, Zevo) either by the group directly or via file imports from the group’s payroll system.  Weekly scheduled production files will transmit demographic & enrollment data to carriers for immediate processing.  Payroll deduction changes resulting  from enrollment activity will be reported to the group on a schedule and in a format as requested by the group.  Throughout the year, the TBS deducted account executive helps the group with processing changes, any technical issues, billing issues, and file transmission issues.