Setting up benefits for your team is done through the Benefits Setup Wizard — a step-by-step guide that walks you through everything from selecting plans to adding your employees. Here's what to expect:
How to launch the wizard
Log in to your OSB Dashboard
From the main navigation, select Admin → Manage Benefits → Set Up Benefits
The Get Started page shows your currently active benefit offerings (if any) and the benefit types available to add
Select one or more benefit types to offer your team:
Health Insurance — full medical coverage through major carriers
Voluntary Benefits — dental, vision, critical illness, and cancer coverage
Add-On Plans — standalone products such as Teladoc, available regardless of health coverage
Click Start Enrollment to begin
Prefer to talk it through first? Click Schedule a Call Instead to book time with the OSB benefits team — we're happy to walk you through it.
Wizard steps at a glance
Step | What you'll do |
1. Get Started | Select benefit types to offer |
2. Company Information | Confirm your company's legal and contact details |
3. Contribution Classifications | Set how employer contributions are calculated |
4. Plan Dates | Choose your effective date and waiting period |
5. Select Plans | Choose medical, voluntary, and add-on plans |
6. Add Your Team | Upload or add employees |
7. Payment | Set up your payment method |
8. Sign Agreement | Sign the OSB Association Agreement |
You can navigate back to any completed step at any time using the sidebar checklist — Your Benefits Election Mise En Place.
Already offering some benefits? Plans you're currently offering appear as "Currently Offering" at the top of the page and cannot be deselected. You can only add new benefit types from this screen.
Questions about getting started?
Email: [email protected]
Call: (866) 486-8242
Hours: Mon–Fri, 8am–9pm EST
Chat: TouchCare Portal