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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"For those companies with lean HR teams, BCI is a creative solution for improving the employee benefit experience and for streamlining a time-sensitive project."

-Bonnie O’Meara, Vice President-Human Resources

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Interactive Digital Booklet
Interactive Digital Booklet

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CASE STUDY

Call Center Enrollment

Industry: Financial

Call Center Enrollment

The previous enrollment methods were a combination of paper and various electronic platforms that posed challenges for both HR and employees. In addition, the benefit brokers wanted relief from being points of contact for Annual Enrollment election changes and New Hire onboarding processes. And, EDI feeds were sent separately from various sources to vendors.