Broker Menu

Pitching SmartConnect

Onboarding a New Client

Post Onboarding

Additional Resources

- SmartConnect Service Fees
- SmartConnect Subscriptions
- Benefits GPS Tool for Demonstrations
- Broker FAQ

Broker ToolKit

SmartConnect Broker ToolKit: Your Complete Implementation Guide

Learn how to introduce SmartConnect to prospective clients, effectively onboard new groups, and what to expect following the onboarding process.

Pitching SmartConnect

SmartConnect offers two subscription options based on the needs of the organization; Active or Active+.  SmartConnect Service Fees are based on the selected subscription option and total employee population size.  Note: Some Brokerage Firms have agreed to pay the Service Fees for their clients; if you're unsure about this, please reach out to your main Brokerage Point of Contact.

We make it easy for you to introduce us!  Our SmartConnect brochure gives your clients an overview of SmartConnect services, deliverables, potential cost savings, and fees.

We provide a PowerPoint Presentation that can be utilized following your first introduction. The PowerPoint is intended to offer a detailed overview of the two subscription options, the SmartConnect experience, Medicare resources, and more.

Not sure how to get started or utilize the resources provided, schedule a Consultant Solution Walkthrough with your Account Manager!

Onboarding a New Client

Once your client is ready to get started, simply notify your SmartConnect Account Manager and we'll take it from there!  First, we'll ask the client to execute the SmartConnect Service Application via Docusign.

Upon receipt of an executed Service Application, SmartConnect will send the client a follow-up email with links to complete an Onboarding Profile and Branding Questionnaire.

Once the onboarding profile & branding questionnaire have been completed, the SmartConnect team will begin creating the client's co-branded resources.  Note: Resource creation can take up to 30 days from the time we receive the onboarding profile.

Post Onboarding

After the client's marketing materials are finalized, the SmartConnect team will send a Welcome Email to provide instructions on completing implementation. The email will contain a link for HR Representative(s) to schedule a Solution Walkthrough with their SmartConnect Account Manager.

Solution Walkthroughs include a review of the following:

  • Employee Engagement Strategies
  • Program Implementation FAQs for HR Teams
  • Medicare Resources & Communication Cadence

If no Solution Walkthrough is booked, the SmartConnect Account Manager will provide additional outreach to the HR Representative(s) up to two times after the Welcome Email is sent. The SmartConnect Account Manager will then reach out to HR Representative(s) on a quarterly basis to provide helpful tips and recommendations to drive employee engagement.

Additional Resources

SmartConnect Service Fees

image (15)

SmartConnect Subscriptions

image (16)

Benefits GPS Tool for Demonstrations

This user-guided digital experience is included in both subscriptions.  The GPS Tool is a one-stop-shop for employees to access SmartConnect Medicare resources and quickly locate their unique SmartConnect phone number for consultations.  The user-guided digital experience also helps people see plan recommendations and rates available in their area by filling out a simple questionnaire.  After onboarding, each group will receive a unique URL to share with their employees to access the co-branded Website.

Broker FAQ