Working with Your Client

Working With Your Clients

We recognize that the advisory profession is relationship driven and that by selecting our services you are trusting CareFlex to strengthen your association with your existing or newly established client. The expectation for exceptional service starts with the initial consultation.

Advisors will find that CareFlex works with you to establish a program that provides the greatest benefit to both plan sponsors and their employees. Our expertise includes plan design and financial analysis, plan documentation and compliance, employee education and enrollment, state of the art claims processing, customer assistance and management reporting.

We pride ourselves on accessibility to participants, employers, and brokers. A dedicated sales representative is available to assist you with implementing and renewing your client’s reimbursement program. In addition to this, a toll free phone number is available 24 hours a day including live operators between 8:00 a.m. and 5:00 p.m. Monday through Friday. We are available to discuss account activity as well as general advice and information by phone, e-mail or in person. Your clients (both plan sponsors and participants) will have on demand, online account access to assist them in utilizing the established benefit program.

	Simple. Convenient. Smart.	Additional Card Request Authorized Form for Information Release Dependent Care Provider Form Letter of Medical Necessity Claim Filing Instructions Dependent Care Reimbursement Request Health Care Reimbursement Request Transit & Parking Reimbursement Accessing Your Account Online FSA Over-the-Counter Drug Guide Using the CareFlex Express Benefit Card Direct Deposit Authorization Instructions for Online Claim Entry

Information to Help Manage Your Account with Ease
Home \| Working with Your Client
Who is CareFlex? Working with Your Clients What is a Benefits Card? What is IIAS? Request a Proposal Pricing Guidelines	Working With Your Clients We recognize that the advisory profession is relationship driven and that by selecting our services you are trusting CareFlex to strengthen your association with your existing or newly established client. The expectation for exceptional service starts with the initial consultation. Advisors will find that CareFlex works with you to establish a program that provides the greatest benefit to both plan sponsors and their employees. Our expertise includes plan design and financial analysis, plan documentation and compliance, employee education and enrollment, state of the art claims processing, customer assistance and management reporting. We pride ourselves on accessibility to participants, employers, and brokers. A dedicated sales representative is available to assist you with implementing and renewing your client’s reimbursement program. In addition to this, a toll free phone number is available 24 hours a day including live operators between 8:00 a.m. and 5:00 p.m. Monday through Friday. We are available to discuss account activity as well as general advice and information by phone, e-mail or in person. Your clients (both plan sponsors and participants) will have on demand, online account access to assist them in utilizing the established benefit program.


CareFlexBenefit Solutions 205 West Dares Beach Road • Prince Frederick, MD 20678 Phone: (888)577-2762 (dot) • FAX: (410)414-8432 Email: questions@careflex.com	Site Map ©CareFlex, 2009. All rights reserved. Website Design by Oasis Grafx.