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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"By utilizing BCI’s on-site benefit counselors, we were able to expand our elective benefit offering to complement core medical plans, resulting in an enhanced benefit package. "

-Bonnie O’Meara, Vice President-Human Resources

DEMO

Employee Decision Tool
Employee Decision Tool

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CASE STUDY

Dependent Eligibility Verification

Employer wanted to use a third party to perform the verification for several reasons:

  • Not enough HR staff to perform the process
  • Removing ineligible dependents could be viewed negatively by some employees
  • Employer’s records were a challenge from an accuracy perspective
  • Employer needed more data collected from their employee base – like beneficiaries, emergency contact information, etc.