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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"We have a substantial investment in our UltiPro benefits enrollment module. In addition to educating employees about our core benefits, BCI also helps employees navigate our system to complete our annual open enrollment. We have a good mix of voluntary benefits – some that help employees with medical expenses not covered by our group medical plan, and one that helps employees build a solid financial future. All plans have proven to be a good fit for our demographics. "

-Jessica Lord, Payroll and Benefit Coordinator, Flambeau Inc.

DEMO

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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.