Our Services

Enrollment execution built to support brokers, serve employers, and deliver consistent results.

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Voluntary Benefit Advisors (VBA) provides end-to-end enrollment and benefits communication services designed to protect broker relationships, reduce risk, and improve outcomes for employers and employees alike.

Our model is built around accountability, consistency, and ownership. We do not operate as a temporary, contractor-based enrollment vendor. We function as a long-term partner to brokers and their clients, supporting enrollment before, during, and long after open enrollment ends.

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Annual Enrollment Execution

Open enrollment is where broker relationships are most visible and most vulnerable. VBA manages
annual enrollment from planning through completion to ensure a smooth, compliant, and professional experience for employers and employees.

Our team supports:

  • Enrollment planning and timeline coordination
  • Benefit platform testing, validation, and oversight
  • In-house W-2 bilingual benefit counselor support for employees
  • Real-time enrollment support and resolution of employee and system-related issues

All enrollments are executed using structured, education-first processes designed to improve participation while protecting broker and employer reputations.

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New Hire Onboarding & Life Event Enrollment

Enrollment does not stop when open enrollment ends. VBA provides year-round support for new hire onboarding and qualifying life events, ensuring employees receive timely access to benefits and employers are not left managing enrollment activity alone.

Our approach includes:

  • Proactive outreach to new hires to guide timely enrollment
  • Support for qualifying life events and mid-year changes
  • Hands-on enrollment support within employer benefit platforms
  • Ongoing coordination with employer HR teams

Our approach reduces HR burden, improves the employee experience, and helps brokers capture premium that is often missed outside of open enrollment.

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VBA is not an open-enrollment-only vendor. We remain actively engaged year-round to protect enrollment accuracy, support employer compliance, and reduce downstream risk for brokers and HR teams.

Our year-round support includes:

  • Ongoing account oversight and HR support
  • Enrollment corrections and reconciliation
  • Post-enrollment discrepancy resolution
  • Claims assistance and concierge-level support for employees and HR teams

We take ownership of enrollment outcomes and remain accountable long after open enrollment closes

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Benefit Communication & Employee Education

Clear, consistent benefit education is essential to employee understanding, participation, and satisfaction. VBA delivers structured benefit communication through trained, in-house W-2 bilingual benefit counselors who follow a standardized, education-first approach.

Our counselors provide:

  • Comprehensive education across all benefit offerings
  • An education-first approach with zero tolerance for pushy sales
  • Deep benefits and ben admin system competency
  • Proven methods that drive participation and measurable results

Our approach drives higher participation across all benefit offerings while protecting the employee experience and broker reputation.

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Benefits Administration & Technology Support

Enrollment accuracy depends on system expertise. VBA supports enrollment through deep benefits administration knowledge and proactive technology oversight.

Our technology team:

  • Tests benefit platforms prior to enrollment to validate rates, plan rules, and configurations
  • Supports accurate elections, deductions, and data flow
  • Reviews enrollments to minimize errors and post-enrollment clean-up

Our approach significantly reduces system-related issues and the administrative burden that often falls
on HR and brokers after enrollment.

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How We Work With Brokers

VBA partners with brokers as an extension of their team. Brokers retain control of carrier strategy and client relationships while we execute enrollment with consistency, transparency, and accountability.

Our role is to:

  • Support broker strategy, not replace it
  • Execute enrollment in a way that reflects positively on the broker and protects the client relationship
  • Reduce employer and HR risk through enrollment and system oversight
  • Increase participation across all benefit offerings

This model frees brokers to focus on growth while VBA handles enrollment execution, protecting client relationships and supporting long-term retention.

Partner with VBA

If you’re a broker looking to increase participation and revenue, elevate the client experience, and spend less time on enrollment administration, VBA was built to support you.

Learn how VBA helps brokers drive stronger results, deliver a better client experience, and stay focused on growth.

Partner With VBA