Benefits Operations Audit

The Benefits Operations Audit — a 360 review of your benefits function from Erica Kirby

Nobody Told Me That™

The Benefits Operations Audit

A 360° review of your benefits function — from someone who’s seen what breaks.

Who this is for

HR leaders and small-to-midsize employers who know their benefits operation has cracks but don’t have the bandwidth or specialized expertise to find them all before they cost real money.

This audit is built for companies between 50 and 500 employees, growing organizations crossing benefits-complexity thresholds, and HR teams running benefits as a portion of a larger role rather than as a dedicated function.

What this audit catches

Most benefits operations have at least three of these in motion right now — and most don’t know it until something goes wrong:

  • File feeds that quietly drop records
  • Carrier invoices that don’t match enrollment data
  • Plan-interaction landmines (the PPO + HCFSA → HDHP trap)
  • Compliance deadlines nobody owns
  • New hire enrollment cracks
  • Open enrollment chaos in slow motion
  • Carrier and vendor relationships running on luck instead of process

Most companies don’t catch these until an employee’s claim is denied, a deduction is wrong, or a notice was missed. By then, the cost — financial and reputational — is already real.

How the audit works

Six weeks. Two working sessions. One written deliverable. Thirty days of post-audit support.

Week 1
Discovery call · 60 minWe walk through your benefits ecosystem together. Carriers, vendors, systems, calendar, current pain points, anything keeping you up at night.
Weeks 2–3
Document & data reviewYou send me your plan documents, vendor list, recent invoices, OE materials, and a sample enrollment file. I review against my 5-phase Post-OE Audit framework and 90-Day Playbook standards.
Week 4
Findings & recommendations reportWritten deliverable. What’s working. What’s at risk. Specific issues found with severity flags. Prioritized 30/60/90-day fix list. Yours to keep, share, and act on.
Week 5
Strategy walkthrough · 90 minWe go through the report together. I answer every question. You leave with a clear plan and the confidence to execute it.
Week 6+
30 days of supportImplementation questions, plan updates, “is this normal?” moments. Email and Slack-style access for 30 days after the walkthrough call.

What you walk away with

  • A written audit identifying the gaps in your benefits operation
  • A prioritized 30/60/90-day action plan
  • A 12-month benefits calendar tailored to your operation
  • Thirty days of post-audit support
  • Confidence that you know what’s working — and what isn’t

Investment

$2,500

Flat fee. 50% to start, 50% at the strategy walkthrough. Invoice via Stripe.

Most engagements identify between $5,000 and $40,000 in preventable risk — wrong deductions, missed terminations, compliance gaps, mis-coded enrollments, billing errors. The audit pays for itself with a single finding.

Who you’re working with

Erica Kirby. Twenty years in benefits administration. Author of the Nobody Told Me That™ field guides — including the 90-Day Playbook for new benefits administrators and the 5-phase Post-Open-Enrollment Audit used by HR teams across small and midsize employers. Founder of ericakirby.com.

I’m the mentor most new benefits admins don’t have. I’ve handled the Medicare null-value file feed disaster, the PPO-to-HDHP transition trap, the OE that came in $400 wrong on every paycheck. I built this audit because the issues that cost companies the most money are almost never the ones they’re looking for.

Ready to start?

Email me with a one-line description of your situation. I’ll send a discovery call link and a brief intake questionnaire within 24 hours.

Email Erica →

Three audit slots open per quarter. First-come, first-served.

ericakirby.com · Nobody Told Me That™ · Benefits, translated.