A man and woman are at a table, using a laptop, appearing to collaborate or engage in a discussion.

Streamlining the implementation process

A man and woman are at a table, using a laptop, appearing to collaborate or engage in a discussion.

Streamlining the implementation process

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Understanding the challenge

A successful benefits offering comes from getting things right during case set up. That can be tough: from billing to technology to employee communication, there can be a lot to juggle. That’s why Trustmark streamlines the implementation process to make life easy on our partners and to put the focus on what’s most important: delivering voluntary protection to employees.

To avoid stress during case implementation, Trustmark sets our partners up for success by:
  • Providing a single point of contact for streamlined communication, improved problem resolution and simplified accountability
  • Leveraging a proven process with realistic case timelines pre- and post-enrollment to ensure proper alignment
  • Providing communication solutions to educate employees and drive enrollment
At Trustmark, we’re devoted to streamlining the implementation process to drive positive outcomes for clients.

Your dedicated implementation team

To help streamline communication, an Implementation Manager serves as a single point of contact for partners during implementation. This allows offers more organization, offers more consistent communication, and guides clients to a better understanding of case timelines. Ever wondering who to call? Your dedicated Implementation Manager is your contact point to an internal team that accounts for all your case set up needs.
Flowchart showing how "You" are connected to the "Implementation Manager" as a single-point of contact to the other areas of the Implementation Team (i.e. Licensing, Case Underwriting, Billing)..

Setting realistic expectations to drive successful cases

No one likes it when a carrier can’t meet their own deadlines. That’s why at Trustmark, we establish a clear case timeline – even before the case is sold – to make sure that everyone is prepared to execute successful pre-enrollment implementation.1

A graphical timeline details the process starting with "Case Sold" through "Enrollment begins," including steps like "Case Setup," "Kickoff call," "Payroll/Billing call," and "Enrollment Deliverables.
A graphical timeline details the process starting with "Case Sold" through "Enrollment begins," including steps like "Case Setup," "Kickoff call," "Payroll/Billing call," and "Enrollment Deliverables.
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Marketing for better outcomes

  • At Trustmark, we can provide dedicated resources to help get any case off the ground.
  • From pre-scripted campaigns for employers, educational pieces about product knowledge, and more, we’ve got you covered.
  • Consumers are 131% more likely to buy from a brand immediately after the consumer early-stage content.2
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Enrollment technology for today’s digital age

  • Your dedicated Implementation Manager coordinates with Trustmark’s technology experts to ensure a seamless case set up and enrollment experience
  • Our API, Simplink, easily configures with most ben-admin systems for easier, seamless enrollment (I.e., cleaner data, no more EDI feeds, smoother flow of data)
  • Customized product and system training is available for brokers, enrollment companies, and employers
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Save time with Trustmark’s billing services

  • We offer a variety of options to set up billing services for employers to ensure that you’re ready on day 1, including:
    • Ensuring alignment on initial deduction files, frequencies, and any necessary file transfers needed
    • Educating employers on the simplicity of using ACH to streamline the benefits billing process (if offered)
Have a question about our implementation process? Contact your Trustmark Sales Representative.
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1Implementation timelines may vary. Please contact a Trustmark Sales Representative to understand a case specific timeline in further detail. 2Educational Content Makes Consumers 131% More Likely to Buy. Conductor. 2022.