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.”
“American Fidelity worked hard to get a new long-term disability plan design that would save the district a lot of money per year without negative impacts to the employee. We were able to take that money and give it back to the employees. Our health insurance premiums were increasing by $25 per month per employee, so we took that savings to pay that increase.”
“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.”
