Send out a simple benefit survey to employees. Make sure to segment the surveys based on qualifying life events like job descriptions, salary, job location, age, number of dependents, marital status, etc. This approach will give you a better picture of what employees with similar lifestyles need.
Then, recommend available plans that fit each lifestyle grouping. For example, a young, single employee will have different benefit needs than someone close to retiring.
Then, recommend available plans that fit each lifestyle grouping. For example, a young, single employee doesn’t need the same benefits plan as an employee close to retiring.
Open Enrollment 2024: Everything You Need to Know
