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
> Learn More PDF
"The Benefit Counselors were professional, well-trained and dedicated to delivering a standardized message. "
-Shannon Holloway, Benefits Manager
Real-time HR Reporting
Click here to select a demo
The employer wanted to have an active enrollment but did not want employees to meet with Benefit Counselors on site. The employees were accustomed to using the employer’s PeopleSoft system to learn about their benefits and enroll on a self-serve basis. Also the employer’s IT team was overworked and had very little resources to expend in adding a suite of voluntary benefits on the PeopleSoft system.