Skip to main content
Menu File a Claim Login
American-Fidelity-logo
Menu
Menu File a Claim Login
American-Fidelity-logo
American Fidelity Logo American Fidelity Logo
  1. Strategy
      •  
      • Employee Benefits
      • Communication and Education
      • Enrollment and Admin
      • HR Assistance
      • Tax Savings
      • Compliance Updates
      •  
  2. Products
      •  
      • Benefits
      • Dependent Verification
      • HR Technology
      • Reimbursement Accounts
      • Retirement Savings
      • Section 125
      •  
  3. Why Us
      •  
      • For Education
      • For the Public Sector
      • For Automotive
      • Account Managers
      • Customer Testimonials
      •  
  4. Blog
      •  
      • Benefits Strategy
      • Reimbursement Accounts
      • Supplemental Benefits
      • Customer Stories
      • Compliance Updates
      •  
  5. Support
      •  
      • COVID-19
      • Employer Assistance
      • Videos
      • Contact Us
      •  
  6. Claims
      •  
      •  
Login
 
 
American Fidelity Logo

Streamlined billing reduces manual tasks for payroll team

 

March 08, 2022

3 minute read

Category: Customer Stories

 

In any organization, efficiency is key to maximizing resources. School districts, who already have tight budgets and staff wearing multiple hats, expect their providers to reduce overall program costs. With repetitive monthly tasks costing time and money, this Oregon district needed improved technology and timely communication to streamline their billing processes.

Challenge

Before switching to American Fidelity, Roseburg School District faced two distinct challenges with their benefits program.

For the business office, billing was overwhelming. Making necessary adjustments when employees terminated or changed their benefits was time consuming. The payroll staff spent hours each payroll period manually documenting and making repeated edits to paperwork to ensure billing changes were made. They also spent a great deal of time communicating back and forth with their vendor, with poor response time.

The district also saw challenges with employees not participating in the district’s benefits offerings.

“Getting employees comfortable talking with people about situations in their personal lives was difficult,” said Venice.

Only 29% of employees were participating in annual open enrollment.

Without trust and awareness, the participation in the benefits program wasn’t there.

Solution

Using American Fidelity’s bill reconciliation process, Roseburg is able to save valuable time each month. The payroll staff no longer has to wait and hope correct changes are made to future invoices. Today, they can pull the invoice directly from the portal and reconcile with payroll immediately.

And because of improvements in communication, manual changes have been drastically decreased. Where they do exist, they’re promptly addressed.

“With the newer technology and online enrollment platform, the time the payroll staff spends on payroll invoices has been reduced by several hours per month.”

Alongside the improvements for business office processes, employee benefits education also improved due to the one-on-one interaction and ease of explaining complicated information.

“Directing employees to their American Fidelity representatives from the get-go gives us peace of mind knowing our employees are taken care of. It’s a real relief for us. We want to make sure employees get the right answer and best answer for their situation,” Venice said.

Results

Employee engagement and benefits participation is high in the district because employees feel cared for.

“Because of the Section 125 participation, the district is saving money when employees enroll. The more the American Fidelity representatives reach out and touch base with employees, the more money the district is actually saving,” said Anderson.

In 2021, Roseburg saved $89,557 in annual employer payroll tax savings.

Employees are finding valuable savings too.

In 2021, American Fidelity met with over 69% of Roseburg employees, giving 480 district employees the opportunity to select the right benefits for their needs. This number is up from an average of 29% in previous years.

“For other districts looking, I would highly recommend meeting with American Fidelity and getting to know the representatives and staff. They won’t be disappointed in the benefits they’ll receive from the company both personally and as a district,” Anderson said.
 

This blog is up to date as of February 2022 and has not been updated for changes in the law, administration or current events.

 
  • Tags:
  • Case Studies

Share:

 

More Case Studies

 

District Saves $900,000 by Switching to American Fidelity

October 18, 2022

5 minute read

Springdale Public Schools found $900,000 in savings after making the switch to American Fidelity.

  • Tags:
  • Case Studies

A renewed focus: How one district saved 20 hours monthly in processes

August 24, 2022

3 minute read

This school district saved 20 hours monthly and saw 83% participation in benefits enrollment with American Fidelity.

  • Tags:
  • Case Studies

District achieves 100% participation in open enrollment after making a switch mid plan year

July 07, 2022

4 minute read

Watch Tammy Brown share her experience with American Fidelity and the value it brings to her school district.

  • Tags:
  • Case Studies

 

ESB-9252-0222

American Fidelity Assurance Company
americanfidelity.com

https://americanfidelity.com/blog/stories/case-study-venice-anderson/

Site Map

About Us

News Center

Careers

Contact Us

© 2022 American Fidelity Assurance Company

  • Privacy Notices |
  • Report Fraud |
  • Terms of Service |
  • Licensing |
  • Special Notices |
  • Cameron Enterprises

ESB-9252-0222

  • File a Claim
    Login
  • Home
  • Benefits Strategy
    • Employee Benefits
    • Communication and Education
    • Enrollment and Admin
    • HR Assistance
    • Tax Savings
    • Compliance Updates
  • Products
    • Benefits
    • Dependent Verification
    • HR Technology
    • Reimbursement Accounts
    • Retirement Savings
    • Section 125
  • Why Us
    • For Education
    • For the Public Sector
    • For Automotive
    • Account Managers
    • Customer Testimonials
  • Blog
    • Benefits Strategy
    • Reimbursement Accounts
    • Supplemental Benefits
    • Customer Stories
    • Compliance Updates
  • Support
    • COVID-19
    • Employer Assistance
    • Videos
    • Contact Us
  • Claims
  • Careers
    • Corporate Careers
    • Sales Careers
  • About Us
  • Site Map

Popular Topics:
  • Register for an Account
  • Forms
  • Unused FSA Funds
  • HCFSA Eligible Expenses
  • Carryovers, grace periods and runoff periods
  • HSA Eligible Expenses
  • HSA Tax Forms
  • Disability Tax Forms