Financial Planning Tools
Employees make many of their most important financial decisions through the workplace. Our trained Benefit Counselors, innovative tools and communication techniques help guide individuals through financial choices in order to become better health care consumers.
Decision tools and expert guidance are provided through:
- Web-based self-service enrollment
- Web-based company portal
- Onsite one-on-one meetings with trained Benefit Counselors during enrollment
- Call center with trained Benefit Counselors
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"Our employees learn about their core benefits prior to making self-service elections on our HRIS; BCI counselors explain how our suite of voluntary benefits complements our core benefits prior to making their choices. It’s a process that’s worked really well for our employees."
-Deborah Bowens, Benefits Manager, Youth Villages
CASE STUDY
Call Center Support
Industry: Association
The Association was concerned the new suite of benefits would be difficult to understand due to product similarities; therefore, leaving the entire population to a self-serve environment was not the desired scenario. More assistance was needed for individuals who were not technologically savvy or had specific questions as to what the products could do for their unique situations.