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

DEMO

BCI Enrollment System
BCI Enrollment System

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CASE STUDY

Call Center Support

Industry: Association

Call Center Support

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.