Becoming a Safeguard Select  Broker is Easy:

1. Complete the Marketing Representative Acknowledgement (MRA) .
2. Once approved, you will have access to program training material and be provided with downloadable marketing collateral.
3. Register/Sign up your clients.
4. Earn your commission.

The Safeguard Selet program is available in all states except Utah and Vermont. Washington is available in a non-voluntary implementation, only.

The program is administered by New Benefits, a privately held company headquartered in Dallas, TX.
New Benefits will handle billing, creation and mailing of fulfillment kits and ID cards and day-to-day customer service for our members.

The Safeguard Select program is extremely easy to set up for a new group. Two items are required, the Employer List Bill Agreement and Eligibility File, an Excel spreadsheet of all participants.

If the program is sold on a voluntary basis, an employee Payroll Deduction application will need to be completed by each employee who chooses to register for the program. The data from the applications will need to be transferred to the Eligibility File and can either be completed by the employer or the broker. These forms are sent direct to our primary contact above at New Benefits. Below is an explanation of each form.

• Employer List Bill Agreement Form – This form is required for all employer groups. The Agreement is completed by the employer and will need to be returned to New Benefits. Once the completed Agreement is received a group number will be assigned by New Benefits and provided to you. This number will be printed on all membership materials for the group.
• Eligibility File – This form will also need to be provided and should include all eligible employees’ census information for the Safeguard Select program. New Benefits has created this standard file format for the employee submissions. A unique identifier is required for all employees. The identifier can be SS#, an employee ID, account number or email address.
• Employee Payroll Deduction Application – If the Safeguard Select  program is offered on an employee paid basis, an application will need to be completed by each employee who chooses to register for the program. Employee applications are not submitted to New Benefits and should be retained by the employer. The information from the employees’ applications are transferred to the Eligibility File which is submitted to our New Benefits contact.
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New Benefits bills in arrears and generates invoices on the last day of the month. Please note invoices are generated based on active memberships on the last day of the month therefore it is important to submit the monthly changes prior to 3 pm CST on the last business day of the month so changes can be reflected on the following months invoice. Payment is due by the 20th of each month. Invoices are emailed unless otherwise specified.

(Example – Group is activated with a May 1st effective date, first invoice will be issued beginning of June with a due date of June 20th.

New Benefits accepts payment by check (please include a copy of the first page of the invoice), ACH or by credit card. If ACH or credit card is the preferred method, please contact your Account Executive Team for further instructions.

Once a member is activated in the system they will be assigned a member ID. All members will receive a membership booklet and two ID cards by mail within 7-10 business days of activation. The membership booklet provides a description and registration information for each benefit included in the package. We highly recommend each member register for the benefits right away so they can use the benefit when needed. The benefit program can be used by the primary member, spouse and legal dependents. Additional cards can be ordered under a dependents name for a small cost but is not necessary.

Yes, this can be accommodated. The same info that is required for the Eligibility File can be sent directly to New Benefits on an EDI feed. Please contact our Account Executive prior to implementation for set up.

There is no minimum requirement as far as applications are concerned; however, there is a $50.00 minimum for a monthly bill to be generated. If the total applications sold are not at least $50.00 per month, the employer will be responsible to pay the difference between the total dollar amount of the applications and the $50.00 minimum.

Commissions are issued the month after payment is received on the employer invoice. (Example – Group is activated with a May 1st effective date, invoice issued and paid in June, and commission payment is released in July.) Please keep in mind the employer group invoice must be paid in order for commission to be issued. Commissions earned will be paid on approximately the 15th of each month for each paid membership during the previous month, provided the commission check exceeds $100.00. Non-distributed commissions will carry over to the following pay period(s) until such time as total commissions owed exceeds $100.00. The statement is emailed and will include the applicable group name, number and payment date.

New Benefits provides a back office portal called Member Management. This portal gives you access to all active groups, members that are active or inactive within the groups, and member information such as member kit print and ship dates. You also will have the ability to export your membership information. Please contact your Account Executive for activation of your account.

Yes. All producers will have access to monthly utilization reports that provide Teladoc utilization numbers for each group

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Representing our benefits legally and accurately is important and that is why New Benefits reviews all marketing materials prior to use. We have a variety of marketing materials that are already approved, but if you feel that something needs to be changed please let us know before changes are made. All new marketing pieces must be submitted to our New Benefits contact prior to use for approval. Average turnaround time for review is 3-5 business days for print materials.