Analysis - Strategy - Education - Support
Discovery Meeting
Well before initial analysis is done, or a strategy is formed, we have an introduction meeting to get a better understanding of your business, as well as discuss BeneFITs@work and how we operate. Although only an introduction meeting, it will set the stage for our initial analysis, and strategy.
Analysis
Once we've retained all relevant information in our introductory meeting, our team performs a thorough analysis and discussion of your current benefits and your goals associated with them. This allows us to find any performance shortfalls in your current plan, and to uncover any potential cost savings. This is also a process that we perform for our existing clients during the plan year so that we are prepared to address any changes in the market or within the group itself. Accurate and clean data is key to a proper analysis!
Strategy
During our meeting to discuss strategy, we will share the findings of our analysis. We will provide a thorough side by side comparison of your current benefits strategy compared to what other options are available in the marketplace. Cost savings, plan performance, enrollment processes, and employee retention are key components to having a well-rounded benefits package that is appreciated by the people who matter most to your business.
Education
With a customized strategy in place, our team effectively communicates the plans features & advantages with your employees through various methods, like push communication via technology, group meetings, video recordings, paper handouts, and even direct mail.
Open Enrollment
Having a personalized 1-on-1 enrollment is almost always very appreciated by the employees. During Open Enrollment is when the value in our service really starts to kick in because the employees are able to understand what is available to them. We go from a service provider to your employees trusted professional for their entire family's long-term needs and goals. Experiences like these lead employees to feel comfortable and have more gratitude toward their employer for extending these services.
We understand that each person has a unique set of circumstances and we're trained to ask the right questions. We provide proper guidance so that your employees have confidence their financial future is in the right hands. Financial wellness is the foundation for our enrollment team's guidance.
Support
Your data is YOUR DATA!! It is in your best interest to have access to that data. As is mentioned in the analysis step above, we provide benchmarking support to drive plan success by using your data for your benefit. Part of this support is to monitor and conduct periodic reviews of service providers to ensure service and performance standards are being met. We perform yearly detailed cost-benefit analysis and continue to support your business and your employees throughout the year by making ourselves available to answer questions, discuss options, host education events, and just get to know our clients.
