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The Formula™ - 7 Step Strategic Process for Designing Benefits

Step 1 - The Introduction

  • Meet with your key people
  • Overview of how we help
  • Assign next steps to gather data

Step 2 - The Strategic Focus™

  • Discuss your objectives
  • Create benefits value proposition
  • Gather Data

Step 3 - Summary & Recommendations

  • Present findings
  • Review the plan design
  • Discuss representing you

Step 4 - Appoint Accurate Design Benefits

  • Confirm the plan design
  • finalize fees
  • Prepare for implementation

Step 5 - Implementation

  • Complete documentation
  • Create tactical action plan
  • Assign responsibilities

Step 6 - Team Communication

  • Share the vision
  • Discuss roles
  • Review strategy & plan

Step 7 - Monitor & Maintenance

  • Review claims & regular utilization reports
  • Update information on tax and legislative changes
  • Review benefits financial results

 
 
 
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