Post-Enrollment
Evaluating how your enrollment went can be just as stressful and time-consuming as enrollment. Our account managers will review the process with you, then ensure your billing is ready to go. After enrollment, you and your account manager will:
- Discuss what worked well and what didn’t
- Review tax savings, reports and evaluate metrics
- Plan for next year
- Set up billing
Enrollment Follow-Up
- Perform an audit of the enrollment data
- Ensure billing data matches so the provided payroll deduction information is accurate
- Provide training for our online account to access, reconcile, pay bills
- Upload data directly into your payroll system at no cost
Customer Stories
“It is not like dealing with any other vendor. Dealing with American Fidelity felt like I was dealing with a partner from the get-go. They asked as many questions about us as we asked about them, and we were able to come together and work out solutions that have benefited the entire Northwest staff.”
“Our partnership with American Fidelity and having a representative that scheduled appointments with all of our employees really gave that personal touch, that real ability for our employees to dig in and ask the questions and get the time to really make a determination.”
“Once we made that decision and actually handed everything over to American Fidelity, they were able to step in and make the process very seamless and easy for us. And I really can’t believe what I did beforehand.”
