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.
