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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"By utilizing BCI’s on-site benefit counselors, we were able to expand our elective benefit offering to complement core medical plans, resulting in an enhanced benefit package. "
-Bonnie O’Meara, Vice President-Human Resources
Employee Enrollment Experience
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Industry: Healthcare system
The employer’s biggest challenge was designing effective communications for CDHP in a culture where 85% of employees elected the HMO plan the year prior, and management would not allow an active enrollment.