{"id":2206,"date":"2024-01-13T09:52:07","date_gmt":"2024-01-13T09:52:07","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&#038;p=2206"},"modified":"2024-04-05T15:48:44","modified_gmt":"2024-04-05T14:48:44","slug":"how-we-automate-tasks-integrate-with-group-health-insurance-providers","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/how-we-automate-tasks-integrate-with-group-health-insurance-providers\/","title":{"rendered":"How We Automate Tasks &#038; Integrate With Group Health Insurance Providers"},"content":{"rendered":"<p><strong>My.Drewberry takes the headache away from admin tasks. Here\u2019s how we automate tasks and ensure managing your employee benefits is simple and easy. \ud83e\udd29<\/strong><\/p>\n<hr \/>\n<p>Traditionally, employee benefits have been managed via spreadsheets, and this can be a headache for employers. You have to update multiple providers when changes are made or when you want to add or remove staff members.<\/p>\n<p>Having so much admin to juggle may result in errors. You might forget to remove a leaver from a scheme or add a new employee to a policy. With My.Drewberry, we\u2019ve automated a lot of the tasks that come with managing benefits to ensure mistakes don\u2019t occur.<\/p>\n<p>Tasks will automatically get created when employees:<\/p>\n<ul>\n<li>Need to be added to your group health policy<\/li>\n<li>Need to be removed from your group health policy<\/li>\n<li>Have opted out of a scheme<\/li>\n<li>Change address or personal details.<\/li>\n<\/ul>\n<p>Off the back of the actions taken from these tasks, providers will automatically be updated, so you only need to mange your benefits in one central location. This enables you to enjoy less admin and keep track of employee benefit approvals and management easily. We will take you through how these automated tasks work in more detail below.<\/p>\n<h4>Outstanding Actions<\/h4>\n<p>Any automated tasks will show within the <strong>&#8216;Outstanding Actions&#8217;<\/strong> section of your Group Health tab in the My.Drewberry Platform.<\/p>\n<p><img class=\"alignnone wp-image-2744\" data-original=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Insurance-Tab.png\" alt=\"\" width=\"786\" height=\"311\" \/><\/p>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2747\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Outstanding-Tasks-1.png\" alt=\"\" width=\"819\" height=\"434\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Outstanding-Tasks-1.png 2560w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Outstanding-Tasks-1-300x159.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Outstanding-Tasks-1-1024x543.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Outstanding-Tasks-1-768x407.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Outstanding-Tasks-1-1536x814.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Outstanding-Tasks-1-2048x1086.png 2048w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Outstanding-Tasks-1-480x254.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Outstanding-Tasks-1-638x338.png 638w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Outstanding-Tasks-1-580x307.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Outstanding-Tasks-1-538x285.png 538w\" sizes=\"auto, (max-width: 819px) 100vw, 819px\" \/><\/h2>\n<p>Once tasks are actioned, others will automatically be created. These will either be for you to action or your My.Drewberry Admin. The actions will then prompt any communication needed with a provider. Below, we&#8217;ll take you through the different automated tasks.<\/p>\n<h2>Approval Automated Tasks<\/h2>\n<p>When you <a href=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/creating-a-new-benefit-selection\/\">add a new employee<\/a> to the My.Drewberry platform who is eligible for Group Health, you will receive a task under the <strong>&#8216;Outstanding Actions&#8217;<\/strong> section within your Group Health tab. This task will ask you to approve the employee onto the benefit.<\/p>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2860\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Approve-Health-Selection.png\" alt=\"\" width=\"686\" height=\"213\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Approve-Health-Selection.png 1178w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Approve-Health-Selection-300x93.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Approve-Health-Selection-1024x318.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Approve-Health-Selection-768x239.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Approve-Health-Selection-480x149.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Approve-Health-Selection-730x227.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Approve-Health-Selection-580x180.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Approve-Health-Selection-665x207.png 665w\" sizes=\"auto, (max-width: 686px) 100vw, 686px\" \/><\/h2>\n<p>Once approved, an email will automatically get sent to your employee to let them know their selection has been approved. As well as this, an email will automatically get sent to the provider of your policy to let them know they need to add the new employee.<\/p>\n<p><em><strong>NOTE<\/strong>: If you deny an approval, an email will get sent to your employee informing them of the denied request and to contact HR if they want to discuss further. No email will be sent to the provider.<\/em><\/p>\n<p>As well as automated emails being sent, another task will automatically get added to your <strong>&#8216;Outstanding Actions&#8217;<\/strong> section. This will be for your My.Drewberry Admin to confirm (in 5 days&#8217; time) with the provider that the individual has been successfully added to the policy. Any tasks that are related to this benefit selection can also be seen in the employee&#8217;s benefit selection record under &#8216;<strong>Related Tasks&#8217;<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2861\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-confirming-approval.png\" alt=\"\" width=\"682\" height=\"212\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-confirming-approval.png 1178w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-confirming-approval-300x93.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-confirming-approval-1024x318.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-confirming-approval-768x239.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-confirming-approval-480x149.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-confirming-approval-730x227.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-confirming-approval-580x180.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-confirming-approval-665x207.png 665w\" sizes=\"auto, (max-width: 682px) 100vw, 682px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2752\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Confirm-Vitality-Health.png\" alt=\"\" width=\"680\" height=\"344\" \/><\/p>\n<h2>Automated Leaver \/ Opt Out Tasks<\/h2>\n<p>If you have an employee that is leaving, all you need to do is add an end date into their employee record. This will trigger an automated email to your health insurance provider to let them know that the employee will be leaving on that date and to remove them from the policy. If the date is in the future, another task will be generated to send a scheduled email to the provider once the leave date has been reached.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2881\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Employee-End-Date.png\" alt=\"\" width=\"446\" height=\"433\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Employee-End-Date.png 1172w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Employee-End-Date-300x291.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Employee-End-Date-1024x994.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Employee-End-Date-768x746.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Employee-End-Date-480x466.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Employee-End-Date-348x338.png 348w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Employee-End-Date-417x405.png 417w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Employee-End-Date-294x285.png 294w\" sizes=\"auto, (max-width: 446px) 100vw, 446px\" \/><\/p>\n<p>A task will also be automatically created for your My.Drewberry Admin to contact the provider to check that the employee has been removed 5 days after the employee end date.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2867\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Confirm-leaver-group-health.png\" alt=\"\" width=\"687\" height=\"224\" \/><\/p>\n<h2>Opted Out<\/h2>\n<p>If an employee opts out of the benefit (either through their employee dashboard or if you opt them out in the admin section) a task will automatically get created for you to approve the change to their selection.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2869\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Opt-Out-Task.png\" alt=\"\" width=\"672\" height=\"211\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Opt-Out-Task.png 1172w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Opt-Out-Task-300x94.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Opt-Out-Task-1024x322.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Opt-Out-Task-768x241.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Opt-Out-Task-480x151.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Opt-Out-Task-730x229.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Opt-Out-Task-580x182.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Opt-Out-Task-665x209.png 665w\" sizes=\"auto, (max-width: 672px) 100vw, 672px\" \/><\/p>\n<p>Once approved, an email will automatically get sent to the provider to let them know the employee is opting out and to remove them from the policy. Another task will also get generated for your My.Drewberry Admin to follow up with the provider to check that the employee has been removed successfully.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2870\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Confirm-Opt-Out.png\" alt=\"\" width=\"670\" height=\"230\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Confirm-Opt-Out.png 1172w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Confirm-Opt-Out-300x103.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Confirm-Opt-Out-1024x351.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Confirm-Opt-Out-768x263.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Confirm-Opt-Out-480x165.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Confirm-Opt-Out-730x250.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Confirm-Opt-Out-580x199.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Confirm-Opt-Out-665x228.png 665w\" sizes=\"auto, (max-width: 670px) 100vw, 670px\" \/><\/p>\n<h2>Changing Address And Personal Details<\/h2>\n<p>If your employees&#8217; personal details such as name and address get updated, My.Drewberry will automatically send an email to your provider to let them know that they need to update their records. Off the back of this, a task will automatically get created for your My.Drewberry Admin to confirm with the provider that this has happened. This task usually is actioned 5 days after the details have been updated.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2868\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Auto-Tasks-Personal-Details.png\" alt=\"\" width=\"709\" height=\"253\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Auto-Tasks-Personal-Details.png 1172w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Auto-Tasks-Personal-Details-300x107.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Auto-Tasks-Personal-Details-1024x365.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Auto-Tasks-Personal-Details-768x274.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Auto-Tasks-Personal-Details-480x171.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Auto-Tasks-Personal-Details-730x260.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Auto-Tasks-Personal-Details-580x207.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Auto-Tasks-Personal-Details-665x237.png 665w\" sizes=\"auto, (max-width: 709px) 100vw, 709px\" \/><\/p>\n<h2>Automated Notes<\/h2>\n<p>When each automated task is actioned, whether it&#8217;s approving an employee onto the benefit, or updating their personal details, notes will automatically get added to the &#8216;<strong>Notes History<\/strong>&#8216; of the employee&#8217;s record. This provides you with an audit trail of all the changes and updates that have been made to an employee&#8217;s benefit selection.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2875\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Automated-Notes.png\" alt=\"\" width=\"464\" height=\"532\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Automated-Notes.png 1172w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Automated-Notes-262x300.png 262w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Automated-Notes-894x1024.png 894w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Automated-Notes-768x879.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Automated-Notes-419x480.png 419w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Automated-Notes-295x338.png 295w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Automated-Notes-354x405.png 354w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Group-Health-Automated-Notes-249x285.png 249w\" sizes=\"auto, (max-width: 464px) 100vw, 464px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>My.Drewberry takes the headache away from admin tasks. Here\u2019s how we automate tasks and ensure managing your employee benefits is simple and easy. \ud83e\udd29 Traditionally, employee benefits have been managed via spreadsheets, and this can be a headache for employers. You have to update multiple providers when changes are made or when you want to &#8230;<\/p>\n","protected":false},"author":3,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","article-category":[45,47],"article-tag":[],"class_list":["post-2206","article","type-article","status-publish","format-standard","hentry","article-category-benefit-administration","article-category-health-wellbeing"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2206","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/comments?post=2206"}],"version-history":[{"count":16,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2206\/revisions"}],"predecessor-version":[{"id":2941,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2206\/revisions\/2941"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=2206"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=2206"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=2206"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}