Hit the ground running in a few easy steps right here in the Migration Hub! Here you’ll find helpful information and links about BRI and what the transition process will look like.
Expand the sections below to review the key milestones that will occur during the migration, including required actions and details for your plan and participant timelines. Additional information on these items can be found in your migration overview email titled ‘ACTION REQUIRED: Important details regarding migration from Pro-flex to BRI.’
| KEY ACTION | RELATIVE TIMING |
|---|---|
| Client Notification and Migration Overview | Target 8-10 weeks prior |
| Receive Initial Implementation Welcome Email from BRI | Target 6-8 weeks prior |
| Complete and Sign-off on Plan Set-up Details | Target 4-6 weeks prior |
| Schedule File Exchange Call with BRI (if applicable) | Target 4-6 weeks prior |
| Open Enrollment | As identified |
| Watch for Resources and Sample Participant Communications | Target 4-6 weeks prior |
| Plan Management Begins | As identified |
| KEY ACTION | RELATIVE TIMING |
|---|---|
| Messaging Integrated into Open Enrollment | As scheduled |
| Migration Notification Letter Sent to Participants | 3-4 weeks prior |
| Last Date to Submit Claims to Pro-Flex | 10-12 days prior |
| Pro-Flex Benefits Card Turned Off and Will Not Work For Expenses | 10-12 days prior |
| Migration Complete | As Scheduled |
| Migration Complete Notice to Participants (in Portal and by Email) | Migration + 1 day |
| Rollover Complete (if applicable) | Migration + 5 days |
| KEY ACTION | RELATIVE TIMING |
|---|---|
| Messaging Integrated into Open Enrollment | As scheduled |
| Existing Participants and Qualified Beneficiaries Receive Takeover Letter | Within two weeks of plan effective date |
| New COBRA Events Submitted to BRI | As scheduled |
Review the timeline below for a high-level overview of how Implementation will work. Additional information on these items can be found in your migration overview email titled ‘ACTION REQUIRED: Important details regarding migration from Pro-flex to BRI.’
This email will be sent by noreply@m.clustmail.com with a subject of “Your Implementation with Benefit Resource, LLC”. Follow the instructions to access your pre-populated application.
The application will walk through how your plan is currently set-up and give you an option to make any updates for the upcoming plan year.
Your Implementation Project Manager will reach out if there are any questions or clarifications needed. Your application link will remain active so you can monitor progress.
An Implementation Project Manager will reach out to review the plan setup in the system.
Your new plan year and open enrollment period will be managed through BRI.
Effective day 1 of your new plan year, BRI will handle all administrative services.
We are excited to provide you with an overview of the advantages you will experience with BRI. This webinar covers:
This flyer outlines the features and benefits that you and your participants will experience with BRI.
Get an overview of the plan funding options available at BRI and learn what you can expect for migration.
Learn about the process for establishing an EDI (electronic data interchange) with a third-party vendor.
This document reviews the process for utilizing BRIWEB for secure data transmission.
Use this language to let employees know about the transition to BRI.
Ensure that you and your participants don’t miss any important communications by whitelisting our domains.
Learn the important functions of the BRIWEB Employer Portal for consumer-driven benefit plans.
Learn how to manage COBRA, Retiree, and Direct Bill plans.
Get an overview of the client experience for benefit continuation services.
When you receive your plan confirmation for Account-based Plans, you will have an opportunity to outline any changes to your 2024 Plan Year (such as limits or other changes).
Check out our resources linked below.
Find everything you need for Open Enrollment all in one place - tips, downloadable resources, and more!
Browse BRI's robust collection of downloadable resources and educational materials - brochures, FAQs, videos, forms, and more!
Access sample messages and resources to help you build out your year-long benefit communications.
Subscribe to the BRI Blog for information, legislative updates, tips & best practices, and opinions on consumer-driven benefits and COBRA.
