Client Relationship Summary
The Client Relationship Summary opens in a separate window.
The Client Relationship Summary displays important aspects of your client's benefits administration. It can be used to view
- The landing page URL, where employees go login
- The Benefit Advisor and Client Administrator contact details
- The Customer Relationship Manager
- Subscription Level
- WFJ services used and available for use
Below are the fields and their descriptions.
Field Name | Description |
Client | Name of the Client |
Client Abbreviation | Acronym used in Benefits Junction. The acronym is used for different configuration aspects.
|
Plan Renewals | Plan anniversary months, which are determined based on the plans set up in the system |
Renewal Status | Display the current status of the renewal wizard for a client |
Active | Active employees |
Benefits Eligible | Employee eligible for at least one plan |
COBRA | Employees listed in the COBRA Division |
Federal Tax ID | Federal Tax ID |
Partner Firm | Broker firm name |
Channel | Direct: There is a direct relationship with the Client Other: Indirect relationship with the client and an non-specified channel |
Landing Page URL | The website employees use to login and enroll |
Benefits Desk Email ID | The email employees use to contact the Benefits Desk |
Email ID Label | Email ID label for emails that are sent to employees through Benefits Junction |
Benefits Desk Phone Number | The phone number employees, HR, and clients can call for help. |
Payroll Vendor | The client's Payroll Vendor |
Contact | Primary client and benefit advisor contact details |
Subscription Level | The subscriptions are based on service and support levels determined by the SOW
|
WFJ Relationship Manager | The Customer Relationship Manager is the champion for the client and is determined after implementation is complete. During implementation, it is the Implementation Manager |
Subscription Start and End Dates | The start date is determined based on the original SOW (Statement Of Work). The end date is determined based on the current contract. |
Client Status and Effective Date | The status must be Active and the effective date is when the client was set Active. |
Enrollment System | Uses Benefits Junction for enrollment services |
EDI Connections | Carrier connections and files. The number of EDI connections is entered during implementation and updated when changed. |
Benefits Videos | Uses Benefits Videos services in the benefits portal or enrollment system |
Dependent Eligibility | Uses Dependent Verification service |
Enrollment Support | Benefits Desk provides Enrollment Support to employees (First-tier support) |
Payroll Reporting | Uses Payroll services |
Touchpoints Portal | Uses Touchpoints as their benefits portal |
Benefits Admin Outsourcing | WFJ manages adds and terms on Benefits Junction, or updates carrier web sites etc. Signifies utilization of work that is additional and not standard. |
Benefits Support | Benefits Desk provides Benefit Support to employees (Second-tier support) |
Billing __ Invoices | Number of Billing Invoices required |
Decision Assist | Uses Decision Assist service for employees |
Employee Advocacy | Benefits Desk provides Employee Advocacy service (Third-tier support) |
Bill Reconciliations __ Invoices | The number of bills that need to be reconciled |
Retirement | Uses 401k services |
Admin Users
This section shows the Benefit Advisors and/or client administrators that have admin access to the client in Benefits Junction.