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 had a very positive response regarding the benefits and the one-on-one meetings with the counselors at the new locations. Several employees stated that it was the best experience that they have had and that the counselors have been extremely helpful in ensuring that they are understanding our plans. All counselors have done an excellent job! We appreciate BCI's thoroughness and assistance during this process! "

-Michelle Figurski

DEMO

Employee Enrollment Experience
Employee Enrollment Experience

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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.