Canadian Benefits Coaching is a phenomenal tool we’ve developed recently with help from world-class US health insurance enrolment firm Daniel Harris and Audrey Engle of BPA (Brian Patten & Associates).
Benefits Coaching is simply the practice of sitting down with an employee, one on one, face to face IRL or on video, to help them enrol in their company’s group benefits health insurance during open enrolment or key life events like being newly hired, adding dependents, or moving on to retirement.
It’s also the practice of communicating very clearly and simply to plan members of all stripes.
Communications are done 1:1, one-to-many, or broadcast through in person, email, video, SMS, mail, or any medium where it makes things simple and accessible for plan members in English, French or Spanish.
We have been building out our Benefits Counsellor practice due to demand from large enterprise cross-border Canada-US employers.
As we assembled our team of 30 bilingual advisors / coaches, we were met with one of two reactions from brokers in our network:
“You’re crazy. I will never do this. This will never work.”
Or
“This is phenomenal. It is just like how I started out in my career. This is the yin to the yang of AI bots. We need humans talking to humans to explain the complexities of health insurance. And we need teams talking to teams.”
AND — plan sponsors of all sizes, especially large ones, have had only One. Singular. Reaction:
“This is incredible. You mean you will give me back 60 minutes a week AND you’ll give my team of HR managers back 30 minutes a day to take off something on our plate that has been a pain point since the beginning of time?”
Yes. Beneplan and BPA will, with permission from the plan sponsor and advisor of record, book 1:1 meetings with every single one of your hundreds or thousands of employees during enrollment, and once a year, to explain the plan and be there for them.
Are we going too far? Or are we here to help you — the key consultant on the file — help more Canadian employers? And educate more workers?
There is no fee or cost to employers to set this up. Commission is earned by Beneplan, BPA, and the advisor on the sale of extra optional voluntary products that employees may choose to add on at time of purchase. All benefits coaches are licensed and regulated insurance advisors in their respective province of Canada or the US.
Special thanks to Matthew Williamson and our advisor network at Insurance Offices of America (IOA) as part of the Navacord group.
Contact Yafa@Beneplan.ca, Diane@Beneplan.ca or Admin@beneplan.ca to get started.
