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CFO – This is the Best Time to Switch Benefits Brokers (without upsetting HR!)

But wait, are you unhappy with your broker because…

They don’t provide new ideas on how to control costs?
You feel like they’re not financially aligned with you?
They’re not helping your employees or HR team?
Your costs keep on going up?

If you answered “yes”, then it might be time to find a new benefits firm.

But here’s the good news…

Fee-based benefits consulting firms often save companies over $1,500 per employee, per year — by improving coverage!

And this really helps you grow your company.

But when is the best time to replace your benefits firm?

Answer: You want to replace your broker at least 4 months before your effective date.

Why?

If you wait until your carrier hits you with a large renewal increase, your broker probably won’t be able to save you…

Then, you’ll be forced to eat the increased costs or…

Change benefits firms & lines of coverage at the same time.

That’s really hard, and HR will protest…yikes.

But it’s ok.

You’re proactive.

You’re on top of it.

And you can do it.

If you want to know how to select the right benefits firm, visit my website and download our free buyer’s guide today.

PS: P.P.S. Use my comment section below to 1) State your job 2) Who/how you help. And repost for others. ♻️

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