Plans
This plan type allows for a grace period.
What is Medical FSA?
This is the turnaround time for responding to client emails.
What is one business day?
This is the promise to clients that we will meet certain metrics. If we don't, they receive credits.
What is a Performance Guarantee?
What is the plan document contact?
This is the system we use to answer our phones.
What is Genesys?
This plan type is fully funded by the employer.
What is HRA?
These are the three principles of implementation/ onboarding.
What are hungry, humble, smart?
This is what is created to improve Client Health.
What is a Client Action Plan?
This is the location in the benefits adminstration portal where demographic, enrollment, and contribution files can be loaded.
What is the Import tab?
These are the three most common funding types.
What is claims-based, contribution-based, and HSA funding?
This plan type is owned by an individual.
This is the last step in the employer lifecycle while in implementation.
What is the transition to Employer Services/Account Management?
This is the name of the process when clients propose edits to their contract.
What is redlining?
This is the dropdown clients click from LEAP to be able to submit a case.
What is Knowledgebase?
This is who requires NDT testing.
What is the IRS?
This plan type runs month to month.
What is Commuter?
These are the three types of calls Benefits Implementation hosts.
What are Kickoff, Portal, and Transition?
This is how often we should follow up with a client who has an HSA NOC.
What is hourly?
These are the processes that begin as a result of enrollments being loaded in the Benefits Adminstration Portal.
What are welcome emails being sent and debit card production?
This is the type of plan transition where WEX assumes administration from another vendor in the middle of a plan year.
What is a midyear takeover?
This plan type can be used for tuition.
What is Education Assistance Plan?
These are the two boxes that are checked in a client's account that indication it is with Implementation.
What are cases to implementation and active implementation?
This is the report that provides clients with information on who has passed IDV and accepted terms and conditions.
What is the HSA Account Detail Report?
This is another name for a file integration.
What is an elink?
This is what WEX offers tax advice on.
What is nothing?