It’s not uncommon for a group to have existing COBRA enrollees when moving over to Kept, and it’s important we take care of these folks when completing the onboarding process. 

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The biggest thing we'll need to partner on is getting the information needed to set them up with a Kept account.  The level of detail we need is: demographic, contact, employment, and enrollment information for the enrollees. We’ll need assistance from the broker or admin in getting this info, and typically the easiest way to do this is to get a benefit census from the prior TPA or carriers. If that’s not possible, we have a template you can complete. 

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Once we have that information, we will reach out to the enrollees and can take it from there!

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