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

> Learn More PDF

"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

DEMO

Interactive Digital Booklet
Interactive Digital Booklet

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CASE STUDY

Enrollment Lifecycle, One-on-One to Self-Serve

Industry: Healthcare/Hospital

Enrollment Lifecycle, One-on-One to Self-Serve

Significant changes in the employer’s benefit package do not occur every year; however, providing services during annual enrollment to those employees who do have questions and/or mitigating circumstances is a constant challenge for the employer.