1. Success is a ClearChoice
Case Study for PlanSource & Lockton

2. Success is a ClearChoice
Kent Horsman, Voluntary Benefits Director, Lockton Companies

3. ClearChoice: Leader in dental implants
“It’s amazing what a smile can do for a person, to raise their confidence.”
-Bill, ClearChoice Smile Recipient

4. The Challenge 700+ employees across many states
ClearChoice was growing rapidly and needed technology that would grow with them
700+ employees across many states
Human resources team was small and pulled in many directions
HR and benefits platform was disjointed
Payroll and benefits enrollment
Used a separate vendor for ACA
User experience was very transactional
And not mobile friendly

5. The Solution Payroll fully integrated with ben admin
Implemented a fully integrated, mobile-friendly benefits administration system
Payroll fully integrated with ben admin
Easy (as possible!) EDI with all carriers
Built-in ACA reporting and measurement
Subsidies and streamlined plan setup with MetLife