November 2019 Educational Alliance, Inc.

Benefit Service Center Activity Report

Prepared for:

Educational Alliance, Inc.

November 2019

December 18, 2019

November 2019 Educational Alliance, Inc.

All Activity Snapshot

5
Category Count
Email 30
Non-Email 28
HR Email 5

30

28

Total: 63
November 2019 Educational Alliance, Inc.

Activity Detail

14

0 2 4 6 8 10 12 14 16
November 2019 Educational Alliance, Inc.

Calls By Week Calls By Month

18 17
Month Year Count
16
11 2019 28
14 10 2019 12

12 9 2019 11
8 2019 25
10
7 2019 15
8
6 2019 15
6 5 5 2019 33
4
4 4 2019 13
3 2019 14
2 1 1
2 2019 17
0 1 2019 22
44 45 46 47 48
12 2018 44
November 2019 Educational Alliance, Inc.

Inbound vs. Outbound Calls Average Call Handle Time in Minutes

25

21
20

4.02
15
5.527
10 6.03
7

0
Inbound Outbound
November 2019 Educational Alliance, Inc.

Your Deliverables Snapshot

1

4 Category Count
Weekly 23
Monthly 4
Does not
1
repeat

23
Total: 28
November 2019 Educational Alliance, Inc.

Your Deliverables
Task Name Frequency Total

Compliance: Run Termination Reports and Create QB Letters Weekly 4

Eligibility: Find Eligible New Hire for TransitChek Benefit Weekly 4

Benefit System: Review Pending Approvals Weekly 4

Eligibility: Review BRI Error Report Weekly 4

Eligibility: Weekly COBRA Updates Weekly 4

Cobrapoint: Enter NPM Records Weekly 2

BRI Funding Detail Reports to Finance Does not repeat 1

Salesforce: Prepare and Send Monthly Activity Report Monthly 1

November 2019 Educational Alliance, Inc.

Your Deliverables
Task Name Frequency Total

Salesforce: Upload to Update Contact Records Monthly 1

BRI Funding Detail Reports to Finance Weekly 1

Update Transit Changes before the 8th Monthly 1

Send out Transit New Hire Email Monthly 1