This document outlines the services provided by i2i benefits, including values based consulting, cost transparency, benefits consulting, and employer support and resources. Key services include comprehensive expertise in plan design and compliance, trusted client service, proven experience, fee based consulting model, plan design and overview, cost management, and plan compliance. Personal services for employers include in-person meetings, webinars, day to day support, and claim advocacy for employees.
To Be Successful, You Must Excel in the “People Processes”
The Ascent Group launched a landmark research study in late 2009 to identify “customer service best practices” from all industries in the “people processes” for front-line customer service. Interviewed Best-in-Class Companies - recognized leaders in customer service; Conducted Multi-Industry Benchmarking Survey of Practices: Recruiting, Hiring, Training and development, Disciplinary process, Awards and incentives.
To Be Successful, You Must Excel in the “People Processes”
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Have you wondered what your business or your client base are worth? This presentation is focused on:
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• The ways an adviser may use a credible valuation
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7. COMPLETE INTEGRITY
• Disclosure of Commission and Fees
• Unbiased Recommendations
• Full Market Review with Access to All Carriers
...extremely personable, high integrity individual who
defined a very balanced and robust program for the
company and produced stellar results for the company
and its employees.
-Vikram Mehta, CEO
11. TRUSTED SERVICE
• Access to an Expert Consultant
• Answers You Can Trust
• Fast and Accurate Resolutions
,
Dan hears what my needs are, comes up with a well
structured benefits plan that comes backed by a wealth of
information and support. He doesn't just go away when the
deal is done, he's right there with you every day.
-Dell Reibenschuh, Office Manager
15. COMPREHENSIVE EXPERTISE
• Industry
Experts in Plan Design
and Compliance
• Client Education
• Strategic Compliance Partnerships
...understands the complexities of retirement plan administration and
provides employers with effective and knowledgeable guidance
concerning qualified plan design and operations.
-Crane Curran, Audit Partner
18. PROVEN EXPERIENCE
• Combined 25 Years within Employee
Benefits & Retirement Plans
• Range of Experience from Regional
Start-up to Large International
Employers
I have worked with Dan for many years and at many different
companies. Dan is undoubtedly my "go to" person for anything
to do with benefits. He is the expert, he provides excellent
options and more than anything his customer service is
unsurpassed.
-CFO, Consultant
19. COST TRANSPARENCY
• Broker Q&A
• Fee Based Consulting
• Your Savings
22. BENEFITS BROKER QUESTIONS
• What are the total annual commissions you
receive on our health plans?
• Areyou receiving a bonus from any of our
carriers?
23. BENEFITS BROKER QUESTIONS
• What are the total annual commissions you
receive on our health plans?
• Areyou receiving a bonus from any of our
carriers?
• What plans and administrators are paying
you a commission?
24. BENEFITS BROKER QUESTIONS
• What are the total annual commissions you
receive on our health plans?
• Areyou receiving a bonus from any of our
carriers?
• What plans and administrators are paying
you a commission?
• Do you only offer plan options through your
partnerships or do you conduct a market
review?
26. COST TRANSPARENCY
Commision versus Fee Based Compensation
Commission Based
in crease Fee Based
mm ission
o
$3 5 ,000 c $140,000
$127,000
$116,000
$105,000
2010 2011 2012 2013
27. COST TRANSPARENCY
Commision versus Fee Based Compensation
Commission Based
in crease Fee Based
mm ission
o
$3 5 ,000 c $140,000
$127,000
$116,000
$105,000
$90,000 $90,000
$85,000 $85,000
2010 2011 2012 2013
30. FEE BASED CONSULTING
• Payyour broker a fixed fee for services
you need
• Lower
health premiums by removing
commissions
31. FEE BASED CONSULTING
• Payyour broker a fixed fee for services
you need
• Lower
health premiums by removing
commissions
• Remove broker’s financial incentive in
plan recommendations
32. FEE BASED CONSULTING
• Payyour broker a fixed fee for services
you need
• Lower
health premiums by removing
commissions
• Remove broker’s financial incentive in
plan recommendations
• Hold broker accountable for delivering
service as outlined in your agreement
62. PERSONAL SERVICE
• In-person Open Enrollment Meetings
• In-person Mid-year Educational Meetings
• Live Webinar New Hire Benefits Orientation
63. PERSONAL SERVICE
• In-person Open Enrollment Meetings
• In-person Mid-year Educational Meetings
• Live Webinar New Hire Benefits Orientation
• Employee Day to Day Support
64. PERSONAL SERVICE
• In-person Open Enrollment Meetings
• In-person Mid-year Educational Meetings
• Live Webinar New Hire Benefits Orientation
• Employee Day to Day Support
• Claim Advocate for Employees