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Insurance Broker Agency

Broker Agency COBRA Administration Transformation

BAS automated COBRA compliance workflows for a broker agency, restoring client trust and a 20+ year partnership after untimely notices and reporting failures.

Automated Compliance Workflows
Restored Broker Credibility
Improved Reporting Visibility
20+ Years Client Relationship
Case Study COBRA Administration Insurance Broker Agency Insurance Broker

Client Situation

The broker agency had experienced a breakdown in COBRA administration quality that was damaging client relationships. Untimely and inaccurate COBRA notifications, poor reporting visibility, inconsistent support, and growing compliance risk had eroded client trust and threatened the broker's reputation with key accounts.

Operational Challenge

COBRA compliance failures expose employers to significant regulatory risk. Untimely notices create potential excise tax liability. Inaccurate reporting prevents the broker from demonstrating compliance to clients. Inconsistent support means issues escalate before they are resolved. The broker needed a COBRA administration partner with both operational reliability and transparent reporting capabilities.

What BAS Implemented

BAS automated COBRA notices, reporting, and compliance workflows while providing dedicated expert support through Cobra Control Services (CCS). Reporting access was streamlined to give the broker real-time visibility into COBRA compliance status for all client groups.

  • Automated COBRA notice generation and delivery for all qualifying events
  • Compliance workflow automation across all COBRA administration functions
  • Streamlined reporting portal for real-time compliance visibility
  • Dedicated expert support through Cobra Control Services
  • Faster issue resolution through structured escalation processes

Results and Outcomes

  • Automated compliance workflows eliminating manual notice failures
  • Streamlined reporting access for broker and client visibility
  • Faster issue resolution and responsive dedicated support
  • Restored broker credibility and client trust
  • Maintenance of a 20+ year broker partnership

Employer and Broker Impact

The broker regained confidence in COBRA operations and was able to demonstrate consistent compliance delivery to all client groups. A partnership spanning more than 20 years was preserved through operational transformation.

Broker and Employer Impact: The broker regained confidence in COBRA operations and maintained a successful 20+ year partnership with BAS.

Categories
COBRA AdministrationCompliance ContinuityBroker

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