Understanding the Open Enrollment Consulting project

This article briefly explains what an Open Enrollment Consulting project is, what the client can expect, and instructions on how to become part of the BETA project.

OPEN ENROLLMENT CONSULTING

Open Enrollment consulting is a great option for you if you feel comfortable building and editing plans within Namely, but would prefer to have the guidance of a subject matter expert. 

When participating in an OE Consulting project, you can expect to receive up to 2 hours of guidance with a Benefit Administration Consultant (BAC) which includes an introduction call, benefit demo, dedicated time via conference call for questions, and a Guide to Self Configuration. This consulting experience is designed to suit your company's individual needs.  

Refer to the below outline to see what is included in an OE Consulting project. If you are looking for Namely to complete the configuration, with minimal involvement from you, please continue to use the standard Open Enrollment project in the Project Services Portal. 

 

Scenario

What is included?

What is not included

(if applicable)?



Plan Configuration

  • Creating Coverage Lines

  • Creating Plans

  • Plan Setup (plan rates and details)



Namely will not complete the configuration on your behalf.

Client Questions

You will be required to share your screen with the BAC to review any questions regarding process or configuration.

BAC will not configure plans, rates, coverage lines, deductions, plan documents, life events or life event mappings.

Future Pay Cycle Addition

BAC will create future pay cycles.

N/A



Walk Through

  • How to test OE 

  • How to navigate Benefit Administration Platform

  • Confirming Elections 

  • Run Reports



N/A

Checklist

Namely will provide a Configuration checklist that includes articles, videos,  FAQs, tips and tricks via the Help Community.

Namely will not audit the clients configuration as a whole.

 

OPEN ENROLLMENT CONSULTING BETA CLIENTS

At this time, OE Consulting is offered to a small group of clients for a beta launch. You will be contacted via email if you are eligible to participate in this program. If you've been contacted and you're interested, please submit an email to openenrollment@namely.com. Once you have confirmed interest in this program, a member of the benefits team will review the your current set up, and confirm your participation in the program. This beta program will be available for November, December, and January. 

Participates in this beta program will be asked to share feedback of their experience. At this time, the beta launch will be limited to a total of 50 participants.