Many benefits consulting firms provide employee benefit statements “gratis” to clients as a value-added service. In the employee benefits industry, the value of relationships which become partnerships is the key to client retention. Benefit statements help build those relationships into partnerships.
 Many enrollment companies use our statements. When marketing voluntary, worksite benefits these statements can be invaluable. By explicitly presenting a review of all employer-paid benefits, the enroller is also implicitly pointing out the “gaps and holes” in current coverage, leading the enroller into a supplemental insurance needs analysis. Participation in voluntary plans is greatly increased through the use of our statements.
Benefit statements also assist enrollment specialists in the enrollment “set-up” process: being sure that each employee is seen individually with enough time to conduct a meaningful needs analysis before presenting the benefit options.
Finally, EASY is how we describe ourselves because our entire process, from data gathering to statement generation, is designed to be easy. We estimate it will take less than two hours to set up your first case, and less than an hour per case thereafter! Plus, a full hour of technical support from our help desk is included with the software. Our technical support staff is thoroughly trained and experienced with the software. |
