SmartConnect

SmartConnect Broker Toolkit

Your Complete Implementation Guide

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.
SmartConnect Client Brochure

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.

SmartConnect Client PDF
SmartConnect Client PowerPoint

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

 
Meet 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.
 
Client Service Application — EXAMPLE
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.
 
SmartConnect Branding Questionnaire
SmartConnect 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.

 

SmartConnect Service Fees

smartconnect pricing table for active and active+ products based on company size

SmartConnect Subscriptions

smartconnect list of benefits for active and active plus products

Benefits GPS Tool for Demonstations

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.
 
View GPS Demo Here

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Broker Frequently Asked Questions

Your client should contact their SmartConnect Account Manager

Benefit Guides should be emailed to: [email protected]

Year-End Utilization Reporting is provided between January-February of the following year. For example, a group onboarded in May of 2023 will receive their Year-End report no later than February 2024.
SmartConnect

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120 W. 12th St.

Suite 1700

Kansas City, Mo. 64105

Business Hours:

Mon.- Fri. 7:30 am - 5 pm CT

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INDIVIDUALS

Introduction to Medicare Medicare Expectations Resources for Individuals

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