Choosing Your Benefits Partner

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Assess Your Situation,
Evaluate Your Benefits Advisor

Regardless of your situation, these questions are provided for you to evaluate your current benefits advisor.

1. Is your advisor offering you innovative healthcare solutions to lower and control costs while assisting with the management of your employee benefit plan?

2. Are you being provided an effective method to review plan costs and assess the value of proposed changes?

3. How many years, and what type of industry experience does your advisor possess?

4. Once implemented, does your advisor provide a commitment of service and support in writing?

5. Does your advisor provide consultation for proactive health management programs such as wellness and disease management?

6. Does your advisor have proven experience to move groups from a traditional program into one that is consumer-driven?

7. Is your advisor actively engaged and focused in the employee benefits industry?  Does your advisor have the required relationships and leverage with carriers?

8. Does your advisor support you with professional employee communications and implementation services?

9. Does your advisor meet with you throughout the plan year to support the development of short- and long-term strategic planning?

10. Is your benefits advisor capable of developing an RFP that will result in the best outcome for you?

For a qualified broker that will aggressively negotiate and service a plan customized to your employee health benefit needs, contact Apex.