How We Automate Tasks & Integrate With Group Risk Insurance Providers

My.Drewberry takes the headache away from admin tasks. Here’s how we automate tasks and ensure managing your employee benefits is simple and easy. 🤩

Lots of employers manage their employee benefits via spreadsheet, but this can be time-consuming and an admin-headache. These spreadsheets have to be continuously updated if changes are made, for example, if you want to add or remove staff members from benefit schemes/

Having so much admin to juggle may result in errors. You might forget to remove a leaver or add a new employee to a policy. With My.Drewberry, we’ve automated many of the tasks associated with managing benefits to prevent such mistakes from happening.

Tasks automatically generate when employees:

Request to be added to a new policy
Need to be removed from a policy
Opt out of a scheme
Change address or other personal details.

After you action these, providers will be automatically updated, meaning you only need to manage your benefits in one central location. You can then enjoy fewer admin tasks and keep track of and manage benefit approval.

Outstanding Actions

Automated tasks show within the “Outstanding Actions” section of the “Group Life Insurance tab” in the My.Drewberry platform.

Once tasks are actioned, others will then automatically be created. These will either be for you to action or your My.Drewberry Admin. The actions will then prompt any communication needed with a provider. Below, we’ll take you through the different automated tasks.

Approval Automated Tasks

If an employee is eligible for Group Life Insurance, you will get a task under “Outstanding Actions” within the Group Life Insurance tab. This task prompts you to approve the employee for the benefit.

After you’ve approved the benefit selection, an email is automatically sent to your employee to inform them of their approved benefit selection. An email will also automatically be sent to the provider of your policy to inform them of a new employee.

NOTE: If you deny a benefit selection, an email is sent to the employee letting them know about the denied request. They will be prompted to contact HR if they want to discuss the decision further. No email is sent to the provider in this scenario.

As well as sending automated emails, another task is automatically added to your “Outstanding Actions” section. This is assigned to your My.Drewberry admin to confirm (within 5 days) with the provider that the employee has successfully been added to a policy. Any tasks related to this benefit selection are viewable in the employee’s benefit selection record under “Related Tasks”.

Automated Leaver / Opt Out Tasks

Leavers

If an employee is leaving, all you need to add an end date into their employee record. This triggers an automated email to your Life Insurance provider to inform them of an employee leaving on a specific date, so they can remove them from the policy. If the employee is expected to due to leave on a date in the future, a task is generated to send a scheduled email to the provider once the leave date has been reached.

A task is then automatically generated for your My.Drewberry admin to contact the provider to check if the employee has been removed 5 days after their employment end date.

ADD PROVIDER / LEAVER SCREENSHOT

Opted Out

If an employee opts out of a benefit (through their employee dashboard or if you opt them out in the admin section), a task is automatically generated for you to approve the change to their selection.

ADD OPT OUT REQUEST FROM EMPLOYEE

Once approved, an email is sent automatically to the provider to let them know an employee has opted out. The provider can then remove them from the policy accordingly. Another task is then generated for your My.Drewberry Admin to follow up with the provider to check that the employee has been removed.

Changing Address And Personal Details

If any employee updates their personal details (address or name, for example), My.Drewberry automatically sends an email to the policy provider to inform them of the change. This lets them know they need to update their records. Off the back of this, tasks automatically generate for your My.Drewberry admin to confirm with the provider that updates have been actioned. This type of task is usually actioned 5 days after the details are updated.

ADD SCREENSHOT OF CONFIRMING CHANGE OF DETAILS

Automated Notes

When an automated task is actioned, notes are added automatically to the “Notes History” within the employee’s record. This provides an audit trail of the changes and updates made to an employee’s benefit selection.