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

DEMO

Interactive Digital Booklet
Interactive Digital Booklet

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CASE STUDY

Call Center and Self-Service

Industry: Retail

Call Center and Self-Service

​The employer wanted to generate better understanding around a complex benefits portfolio that included a high deductible medical plan with a health savings account, flexible spending account, limited benefit medical plan and a multifaceted wellness program. Communications also needed to include information around the Affordable Care Act, setting the stage for changes coming in the following year.