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Broker Toolkit
SmartConnect Broker Toolkit: Your Complete Implementation Guide
Pitching SmartConnect
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.
Onboarding a New Client
Executive and we'll take it from there!
First, we'll send the client an email with links to complete the Intake Form, Branding Questionnaire, and a copy of the Service Agreement for review. Once the Service Agreement is ready to be signed, we will send it to the client via DocuSign.
Additionally, once the Intake Form and 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 and we receive the executed Service Agreement, 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 Kick-Off Call with their SmartConnect Account Manager.
Kick-Off Calls include a review of the following:
- Employee Engagement Strategies
- Program Implementation FAQs for HR Teams
- Medicare Resources & Communication Cadence
If no Kick-Off Call 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 Subscriptions
| SUBSCRIPTIONS | ||
|---|---|---|
| Resources Include: | ACTIVE+ | ACTIVE |
| Census File Required | X | |
| Client-Branded Email Outreach | X | |
| Client-Branded Direct Mail Outreach | X | |
| Appointment Setting Program | X | |
| Dedicated Account Manager | X | X |
| Client-Branded Benefits Portal (The Connection) | X | X |
| Client Specific Phone Number | X | X |
| Client-Branded Reporting | X | X |
| Client-Branded Assets | X | X |
| Virtual Medicare 101 Webinars - Public & Private | X | X |
| Virtual Medicare Webinars for HR & Benefits Professionals | X | X |
| One-On-One Consultative Services | X | X |
| Turn-Key Employee Engagement Email Templates | X | X |
Connection Portal Demonstration
Note: Partners in the captive do not receive co-branded materials.
Broker Success Story
How A Benefits Broker Helped Clients Save $1MM with Our Medicare Advocacy Program
Background
Brokers play a crucial role in helping their clients manage rising healthcare costs. One of the most overlooked opportunities lies with Medicare-eligible employees who remain on employer-sponsored plans—often costing companies significantly more than necessary. Our partnership with this broker enabled their clients to realize significant savings.
Challenge
Many employers are unaware that some of their highest healthcare costs come from Medicare-eligible employees who stay on the company’s benefit plan. The broker was struggling to offer a proactive solution that reduced the clients benefit costs without compromising employee care or satisfaction.
The broker needed a reliable, turnkey solution to help their clients reduce costs without adding burden to HR teams or creating confusion for employees.
Solution
Enter our Medicare Advocacy Program—a cost-containment strategy to:
- Educate Medicare-eligible employees about their options
- Guide employees through the Medicare enrollment process
- Help determine if transitioning to Medicare is the right choice
When the broker assigned one team member to introduce this program to their book of business, they unlocked measurable value for their clients.
Results
- Significant Cost Savings: $1MM in aggregated client savings in 6 months.
- Stronger Client Relationships: Became a trusted advisor by solving a major pain point—rising benefit costs.
- HR Relief: Our team handles Medicare education and transition support, taking the burden off client HR teams.
- Empowered Employees: Medicare-eligible employees and their families received personalized, one-on-one support to make informed healthcare decisions.
What Made the Difference
By dedicating one team member to focus on this opportunity - and equipping them with the right messaging and tools - the broker turned Medicare into a growth strategy:
- A cost-containment solution for employers
- A value-add differentiator for the broker
- A simplified experience for aging employees
Why It Works
This is more than a benefits strategy—it’s a win-win-win. Employers cut costs, employees received personalized guidance, and the broker became indispensable.
