IMPROVED EFFICIENCIES 

The Workplace Benefits Association believes that an improved paradigm can be built around the existing structure by ensuring the fundamentals below are a part of the approach. 

1. Commitment to an integrated approach to workplace benefits in order to maximize benefit resources, and employee security and satisfaction. This is accomplished through a consultative approach utilizing a team of specialists committed to a comprehensive review and recommendation process.

2. Support the viewpoint that there is value in the willingness and capability to recommend professionals in those areas outside of one’s own area of expertise, if the employer has not already created relationships

3. Best practices and processes should be built around an “open source” with “open access” by carriers, consultants, employers, and employees.

THE TOOLS - A STANDARDIZED EMPLOYER GUIDE AND CHECKLIST

The Members of the Workplace Benefits Association strive to bring an integrated solution through a master plan that involves a standardized employer guide and checklist. This procedure ensures that no important area is overlooked while providing the flexibility for each employer and employee to create an individual solution to their benefits and financial planning.

When an employer sits down with a Workplace Benefits Consultant, they embrace the power of a procedure that will bring about a total solution in a consultative manner involving an entire team of qualified and experienced professionals.

THE PROCESS 

An employer and a Workplace Benefits Consultant(s) meet with three objectives in mind: 

1. To make an inventory of what is currently being offered and identify who is the subject matter expert in each area.

2. To determine what are the most immediate priorities to the employer and to the employees, and to identify the subject matter experts involved or to locate one if no existing relationship exists.

3. To create a plan for the successful achievement of the goals and priorities established.

THE WORKPLACE BENEFIT CONSULTANT 

The process described above allows a Workplace Benefit Consultant to talk with an employer from a broader perspective, while identifying the narrow focus of their practice and expertise and the solutions they can help bring about. 

Workplace Benefit Professionals who wish to be a member of the Workplace Benefits Association may apply for a one-year complimentary membership. Members will have access to all materials for use with their clients and prospective clients with no fees of any kind. Complete details are available at www.workplacebenefits.org. 

A Workplace Benefits Consultant may be from the disciplines of law, banking, insurance, investments, academics, or other fields, but what they share in common is a purpose and commitment to an integrated solution. Getting some products from here and some advice from there is not necessarily bad provided that it doesn't leave any gaps in planning and implementation, or cause an unnecessary overlap in coverage and wasted benefit dollars. A Workplace Benefits Consultant will provide an employer a Workplace Benefits Guide that is comprehensive in its approach, and strive to help with a solution in their areas of competence. They may also be able to recommend professionals in those areas outside of their own area of expertise, where the employer has not already created relationships.

WHAT YOU RECEIVE WHEN YOU BECOME A MEMBER OF THE WORKPLACE BENEFITS ASSOCIATION  

Upon receipt of a Workplace Benefits Association membership request, the new member will receive:

• A communications manual that explains in detail how to articulate the process to the employer. The manual includes:

  • An overview

  • A sample Pre-approach letter

  • A sample telephone approach script

  • A sample employer-interview script.

• A printable 56-page “Workplace Benefits Planning Guide – Employer Edition” that can be printed an unlimited number of times for use with clients (with no fees).

• A “Certificate Of Membership”

• Access to the member’s section of www.workplacebenefits.org where materials are updated weekly (based on the input and recommendations of other members) and fully downloadable with no fees.

WORKPLACE BENEFITS ASSOCIATION

The Workplace Benefits Association is a coalition dedicated to helping employers and employees with a total solution to financial planning and security.

Members share a recognition that for many Americans, the hub of their finances and security are related to their employment including; state and federal mandated programs, employer funded programs, and voluntary employee funded programs.

The Members of the Workplace Benefits Association strive to bring an integrated solution through a master plan that involves a standardized employer guide and checklist. This procedure ensures that no important area is overlooked while providing the flexibility for each employer and employee to create an individual solution to their benefits and financial planning.

When an employer sits down with a Workplace Benefits Consultant, they embrace the power of a procedure that will bring about a total solution in a consultative manner involving an entire team of qualified and experienced professionals.

The knowledge required to be an expert in all areas of workplace benefits would be challenging for the most gifted professional even with an overly generous amount of study time. Since this is not practical in most cases, a team of specialists, each competent in their specialized areas, can collectively serve the needs and goals of a business and the total employee population of that business.

Unique Value Proposition  

The Workplace Benefits Association is structured around an integrated approach to workplace benefits to maximize benefit resources and employee security and satisfaction. This is accomplished through a consultative approach utilizing a team of specialists committed to a comprehensive review and recommendation process.