Employee benefits
Medical is not dental. Vision, life, disability, and stop-loss each get their own thread. The Group number is already on the request. It sends from the account manager inbox so the carrier sees the person they already know. You finish the file. This is not a 5500 filing tool, and it is not a compliance opinion.
Per line, per carrier
A Schedule A chase is one request to each vendor on the case. The Book addresses that carrier, puts the Group # on the thread, and keeps following up from the AM inbox. The broker still reviews what comes back.
Employee benefits Schedule A outreach, vendor by vendor.
The file stays in BenefitPoint, Ease, Employee Navigator, or the AMS you already use.
Then book a demo if that is how your benefits team already works.