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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"With BCI’s electronic enrollment process the overall project time was shortened. Rather than spending time tracking down missing forms, the HR team was able to focus on updating internal records and getting new benefit materials to employees more quickly. "

-Bonnie O’Meara, Vice President-Human Resources

DEMO

Interactive Digital Booklet
Interactive Digital Booklet

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CASE STUDY

Enrollment Lifecycle, One-on-One to Self-Serve

Industry: Healthcare/Hospital

Enrollment Lifecycle, One-on-One to Self-Serve

Significant changes in the employer’s benefit package do not occur every year; however, providing services during annual enrollment to those employees who do have questions and/or mitigating circumstances is a constant challenge for the employer.