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CafeHealth

For brokers

An administration partner behind your client relationships

CafeHealth supports brokers from the first client conversation through onboarding, implementation and ongoing administration.

How we work together

From consultation to ongoing support

  1. 01

    Initial Consultation

    We start by understanding your book of business, the groups you serve and where administration is creating friction for your clients.

  2. 02

    Benefits Strategy

    We work through which account types and arrangements fit each client, and what the administration would look like in practice.

  3. 03

    Effortless Onboarding

    New client groups are onboarded with a defined process: documentation, plan configuration, data coordination and confirmation before launch.

  4. 04

    Support and Training

    You and your clients get walkthroughs of the administration process, plus a direct route to our team when questions come up.

  5. 05

    Business Growth

    With administration handled, you can bring more program options to client conversations without adding internal workload.