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 With over 30 Years of Dedicated, Knowledgeable Service to our clients
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The Coach's Game Plan

 

1)  THE BENEFITS GOAL POST -  First establish what are the dangers, opportunities and strengths of a benefit plan for you and your employees.

 

2)  WHO IS ON THE TEAM?  Current employee demographics, past claims and premium history and current plan design are needed to prepare a quote.

 

3)  THE REALITY CHECK - Why have benefits?  What benefits are needed?  How do benefits fit the budget?  Do you wish to retain The Benefits Coach as your advisor to prepare a study and final report?

 

4)  THE GAME PLAN - Based on your input, we will prepare our final recommendations along with several alternatives designed to fit your needs.  The plan design is based upon what is important for you and your employees.

 

5)  PLAY IT FORWARD - Your report is presented.  You have a chance to review the recommendations and decide which of the alternatives best suits your needs.  Based on your final decision our team at The Benefits Coach meets with the employees, answers their questions, completes the enrolment, and delivers to the employees their certificates and pay direct health cards.

 

6)  FOLLOW UP - The Benefits Coach TEAM is your resource department.  We are here to provide advice and direction.  A regular review may be scheduled at your convenience to keep you informed of changes or trends in the benefits industry.

 

 

 

 

 

 

 

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