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The most current pension and investment information available in Canada, located in these easy to use directories. Click on any logo for information.
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sponsors and advisors will want to consider the following questions when
selecting a benefits provider: |
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- Can
plan members view claim status and claims history through the Internet?
- If
claims status is not available through the Internet – what other
channels do plan members have to check claims status?
- Are
reporting capabilities for claims experience available through the Internet?
- Can
reports be customized?
- Can
administrative changes be made through the Internet?
- Can
plan members enroll and make changes to their personal information through
the Internet?
- Can
plan members view their employee booklets, outlining details about their
plan coverage, through the Internet?
- Are
master contracts and benefits booklets available for viewing through
the Internet?
- If
you do not offer Internet access, what alternative electronic methods
are offered for plan administrators and members for viewing documents?
- What
other forms of interaction with respect to plan details do you offer?
- Can
your flexible benefits plan(s) be administered through the Internet?
- If
so, what type of tools do you offer?
- Can
transactions be processed in real-time (i.e. transactions such as performing
administrative changes?)
- Does
your Contact Centre answer claim status inquiries by phone and email?
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- Can
claims be submitted and adjudicated today through EDI (Electronic Data
Interchange) allowing for immediate electronic adjudication?
- If
so, for which benefits (example health and dental?)
- Can
claims be submitted and adjudicated through the Internet?
- Can
claims be paid through the Internet (example: EFT?)
- Can
you provide EOB information of plan members over the Internet?
- Do
you capture every point of contact plan members have with the Contact
Centre (i.e. telephone, Internet, etc.) and maintain this information
for future reference?
- What
Customer Relationship Management software do you have?
- What
technologies does your Contact Centre use?
- Do
you use technology to route calls to the call representative with the
appropriate skill set?
- If
plan members identify themselves by policy and certificate number, does
your Contact Centre have technology to allow a plan member’s policy
details to be automatically available to the call representative when
they answer the call?
- Can
billing statements be sent electronically to plan sponsors (i.e. using
automated technology?)
- Do
you accept premium payment from plan sponsors through EFT?
- Can
plan members be electronically billed and reimbursed through EFT?
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- Do
you follow the highest industry security practices for protecting personal
information available through your Internet site?
- Can
personal information be accessed by anyone other than the individual
it belongs to?
- Do
you have a pro-active information security policy and designated information
security professionals to administer it?
- Do
you duplicate your technology infrastructure at an alternate site in
case of a disaster?
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- Is
your technology infrastructure synchronized across operating systems
(example: quotation, new business, administration, claims, documentation
management and reporting systems)?
- Have
you formed any technology alliances for the ongoing development and
maintenance of your application systems?
- Do
you offer a “help desk” service to support technologies made
available to plan administrators and members?
- What
wireless technologies do you plan to implement?
- What
technology investments and initiatives are planned for future development?
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