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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"Based on feedback from our employees, having a pre-scheduled one-on-one enrollment meeting with a counselor greatly improved their understanding of the benefit coverage and available options. "
-Bonnie O’Meara, Vice President-Human Resources
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.