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High-touch client management, built for smooth transitions

Employers need a partner who reduces complexity, not one who adds more vendors and more handoffs. We coordinate onboarding, communications, eligibility, and ongoing reviews across the plan experience, so issues are prevented early and HR is not stuck coordinating the system.

What we do

Your Client Support team works as one coordinated unit to remove complexity and create a confident member experience. Our integrated model ensures every part of your plan works together:

One point of accountability

A dedicated Client Manager oversees all processes across TPA operations, RBP repricing, Stop Loss, and Member Experience.

Seamless, coordinated plan rollout

Communications, education materials, launch scripts, FAQs, and enrollment support are created for you. HR only reviews and approves—never starts from scratch.

Education that builds trust in RBP

Clear, plain-language employee sessions (virtual or on-site) focus on what RBP means, how balance-bill protection works, and how our concierge team supports them.

Integrated operations behind the scenes

Eligibility, claims, repricing, advocacy, and provider support all flow through a single system – reducing errors and reducing the back-and-forth HR 
typically faces.

Ongoing engagement to reduce noise

Campaigns, reminders, and guidance throughout the year to prevent issues before they reach HR.

Data and insights you can use

Regular reporting and annual reviews help guide strategy, showcase savings, and ensure your 
plan performs.

Departments supporting your plan include:

Administration Member Experience Implementation & PMO Claims Management Eligibility & EDI Finance & Billing Stop Loss

Proof you can trust. Support you can count on.

88%

HR teams say their Homestead implementation experience exceeded expectations.

95%

Client renewal rate over the past 5 years.†

* New client post implementation survey 2023 – 2025

† Homestead Book of Business 2021 – 2025

What to expect from Homestead, before, during, and after

Before your plan goes live

  • Full implementation and onboarding management
  • RBP-specific communications and education strategy
  • Customized launch toolkits, scripts, and FAQs
  • Clear the Path™ provider support and introduction
  • HRIS/EDI setup to streamline eligibility

During the Plan Year

  • Dedicated Client Manager for every need
  • Ongoing member communications and engagement campaigns
  • Real-time support for claims, billing, and provider questions
  • Integrated repricing + Stop Loss™ monitoring to keep surprises low
  • Quarterly and annual plan performance reviews

At Renewal

  • Comprehensive financial results and utilization review
  • Recommendations to improve savings and member experience
  • Updated materials and compliance guidance
  • Strategic planning for the coming plan year

FAQs

Frequently asked questions

How is Homestead’s support model different from other RBP solutions?

Disconnected vendors create gaps in communication and service. Homestead’s integrated TPA, RBP, and Stop Loss model ensures that claims, repricing, member support, and provider advocacy work together for smoother operations and fewer HR escalations.

How does Homestead simplify RBP for employees?

We deliver clear, plain-language member education, on-site or virtual training, personalized mailings, and ongoing engagement—so employees know what to expect and feel supported from day one.

Do employees contact Homestead directly?

Yes. Our Concierge Member Services team handles all claims, billing, and provider questions.

How do you help introduce the plan to employees?

We deliver an entire communication strategy – from launch materials to live and virtual education sessions during enrollment. 

Have more questions?

With Homestead, employers get more than RBP, they get an integrated partner who streamlines administration, keeps employees supported, and delivers clarity at every step.