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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"Knowing that BCI would handle the enrollment meetings and election information, the HR team was able to spend the necessary time providing proactive communication about the benefit changes. This was essential to the success of the transition. "

-Bonnie O’Meara, Vice President-Human Resources

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CASE STUDY

Communications Prior to Health Care Exchanges/Marketplaces

​The existing enrollment process posed an administrative challenge for the HR staff due to the large enrollment volume. PPACA regulations forced major plan changes. And, due to the employer’s plan year effective date, it was the only time employees could enroll prior to the launch of state and federal exchanges/marketplaces.