Question 1: What type of benefit plan do you currently have? TraditionalASOHybridNot sure Next Step Question 2: What’s your biggest challenge with your current benefits plan? (Can select multiple) Increasing rates at renewalLimited coverageLack of flexibilityPoor support / outdated technology platformAll of the above Next Step Question 3 : What’s your top priority when choosing a benefits plan?(can select multiples) Cost savingsComprehensive coverageFlexibility and customizationQuality of customer service Next Step Question 4: How often do you feel the need to evaluate your plan? Time of renewalEvery few monthsOnly when changes occurRarely or never, renewal is set up for auto-renew Next Step Question 5: At the time of renewal, when do you receive your new renewal rates? 90 days prior, with plenty of time to review60 days before renewal, enough time to review and discuss2 weeks before renewal, which always leaves us with a rushed discussionWe don’t receive them; we have to call our broker. Next Step Question 6: Why are you work with your current broker? Been working together for over 10 years / have a good relationshipToo busy to careRates don’t fluctuate enough to askOnly communication is at renewal, but we are self-sufficient Next Step Question 7:How satisfied are you with the level of communication and support from your current benefits provider? Very satisfiedSomewhat satisfiedNeutralDissatisfiedCurrently looking to replace Next Step Question 8: How familiar are you with the broker fees associated with your benefits plan? I have detailed knowledge of the feesI have a general idea of the feesI’ve heard about fees but haven’t looked into the specificsI’m not aware of any fees associated with my broker Next Step Question 9: Do you think you’re paying too much for your current benefits plan? Yes, definitelyPossibly, but I'm not sureNo, I think it’s fairI don’t know Next Step Question 10:How likely are you to switch to a new benefits plan if it offers better value? Very likelySomewhat likelyNeutralUnlikely Next Step Great job! Enter your name and email to see your personalized results and discover how we can help improve your benefits plan.
