CASE STUDY

Assisted Living Facility more than doubles benefits provided to employees with Benefits Zone

An assisted living facility with locations across the US.

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1,636

EMPLOYEE INTERACTIONS

$58,500

NEW PREMIUM WRITTEN

163%

YEAR-OVER-YEAR PREMIUM GROWTH

Client

The client is an assisted living and memory care facility that operates across the United States. The company has over 100 facilities and 500 employees in the southwest region. They offer different levels of care as needed by each patient and create individualized plans based on each resident’s needs. With employees all over the country providing care , they were challenged with disseminating benefits information  to a decentralized workforce, working varying hours. One of the company’s benefits partners for voluntary benefits is America’s largest provider of supplemental insurance benefits. They help employees get cash benefits in the event of an accident or illness. Employees are onboarded to their benefits program during an open enrollment period, in which they educate these employees about the importance of the benefits program as well as helping them enroll in it.

Client

The client is an assisted living and memory care facility that operates across the United States. The company has over 100 facilities and 500 employees in the southwest region. They offer different levels of care as needed by each patient and create individualized plans based on each resident’s needs. With employees all over the country providing care , they were challenged with disseminating benefits information  to a decentralized workforce, working varying hours. One of the company’s benefits partners for voluntary benefits is America’s largest provider of supplemental insurance benefits. They help employees get cash benefits in the event of an accident or illness. Employees are onboarded to their benefits program during an open enrollment period, in which they educate these employees about the importance of the benefits program as well as helping them enroll in it.

Challenge

Workers in the healthcare industry tend to have long and sporadic work hours that can change suddenly. Since the assisted living facility offers a voluntary benefits program, it was important to educate all the employees about the program in the most efficient and effective way possible, without having to meet face-to-face. To ensure as much employee engagement as possible during the open enrollment period, a single platform was needed where the employees could access all the benefits information required, at their convenience. Benefits agents also needed a way to communicate easily and directly with the employees, without becoming overburdened by employee calls.

Challenge

Workers in the healthcare industry tend to have long and sporadic work hours that can change suddenly. Since the assisted living facility offers a voluntary benefits program, it was important to educate all the employees about the program in the most efficient and effective way possible, without having to meet face-to-face. To ensure as much employee engagement as possible during the open enrollment period, a single platform was needed where the employees could access all the benefits information required, at their convenience. Benefits agents also needed a way to communicate easily and directly with the employees, without becoming overburdened by employee calls.

Solution

Benefits Zone’s solution helped the client increase engagement and enrollment in the voluntary benefits program through a convenient, mobile benefits app for employees, allowing them to self-enroll through the app. The Benefits Zone app, customized to the client’s requirements, included links to voluntary benefit products, brochures, and video resources. The app also contained information for core benefits. 

An important feature of Benefits Zone was the SMS programming that delivered the benefits app directly to each employee for them to access when it was convenient. These messages also helped keep enrollment top-of-mind with updates and reminders. Other features of the app included a contact information hub enabling employees to easily access their agent, broker, or HR team, a scheduling system to make appointment setting easy, and direct access to self-enrollment. The solution also provided real-time insights for the lead agent to track employee engagement and interactions with the app.

Employees loved the way benefits information was delivered.  The employees could access information at any time: after their shift or even later. This flexibility enabled them to educate themselves about the benefits program, and to contact the agents with their questions in their own time. Paired with the SMS reminders, this app reduced the burden on HR, and drove engagement through to the broker and lead agents who could answer questions for interested employees.

Solution

Benefits Zone’s solution helped the client increase engagement and enrollment in the voluntary benefits program through a convenient, mobile benefits app for employees, allowing them to self-enroll through the app. The Benefits Zone app, customized to the client’s requirements, included links to voluntary benefit products, brochures, and video resources. The app also contained information for core benefits. 

An important feature of Benefits Zone was the SMS programming that delivered the benefits app directly to each employee for them to access when it was convenient. These messages also helped keep enrollment top-of-mind with updates and reminders. Other features of the app included a contact information hub enabling employees to easily access their agent, broker, or HR team, a scheduling system to make appointment setting easy, and direct access to self-enrollment. The solution also provided real-time insights for the lead agent to track employee engagement and interactions with the app.

Employees loved the way benefits information was delivered.  The employees could access information at any time: after their shift or even later. This flexibility enabled them to educate themselves about the benefits program, and to contact the agents with their questions in their own time. Paired with the SMS reminders, this app reduced the burden on HR, and drove engagement through to the broker and lead agents who could answer questions for interested employees.

Approach

Benefits Zone partnered with the client to send important information and updates about the open enrollment and the benefits program to the employees via text messages. Two messages were drafted and sent to the employees over the course of the Open Enrollment period, which took place in September of 2020. The first, sent at the beginning of the open enrollment period, was an initial message sharing details about the app. The second, sent towards the end of enrollment with an important announcement of an extension to the Open Enrollment deadline. Benefits Zone also worked with the client’s HR team to draft and schedule email communication about the open enrollment program to the employees.

Benefits Zone compiled a list of “highly engaged employees” based on employee interactions with the mobile benefits app and passed on this list to the case’s lead agent. This gave enrollers an actionable list of employees who were more likely to be interested in benefits, helping them prioritize their outreach efforts.

Approach

Benefits Zone partnered with the client to send important information and updates about the open enrollment and the benefits program to the employees via text messages. Two messages were drafted and sent to the employees over the course of the Open Enrollment period, which took place in September of 2020. The first, sent at the beginning of the open enrollment period, was an initial message sharing details about the app. The second, sent towards the end of enrollment with an important announcement of an extension to the Open Enrollment deadline. Benefits Zone also worked with the client’s HR team to draft and schedule email communication about the open enrollment program to the employees.

Benefits Zone compiled a list of “highly engaged employees” based on employee interactions with the mobile benefits app and passed on this list to the case’s lead agent. This gave enrollers an actionable list of employees who were more likely to be interested in benefits, helping them prioritize their outreach efforts.

The benefits app is built based on our core pillars

All these core pillars focus on flexibility and ease of use, making it easier for employees to understand the importance of a benefits program and contact their assigned agent with any questions. This made outreach efforts easier, too, since the agents could easily direct employees to any information they want on the app, allowing the agents to focus on writing policies for more employees.

Access

Employees are given access to the full benefits offering. This includes policy information, tools, and the direct contact information of brokers and administrators.

Education

The app ensures that resources, benefits information, brochures, and easy access to enrollment are all available at the employees’ fingertips.

Communication

Employees receive direct communications with reminders for important deadlines, and enrollment milestones via automated SMS messages.

Enrollment & Beyond

The app’s one-touch access policy and downloadable claims forms allow employees to easily access all the data they require, even after the Open Enrollment period.

Result

The COVID-19 crisis removed the ability to hold in-person benefits presentations or meetings. Assisted Living providers with multiple locations  have a decentralized workforce that can span several states. Because of this, an app to support open enrollment, engage with employees, and educate them about the benefits available to them was highly beneficial. Benefits Zone allowed employees to enroll for benefits from anywhere and at any time. The employees could connect directly with their benefits advisor through the contact information on the app instead of directing their questions through HR, which reduced the burden on the HR team and made communication between the agents and the employees more direct.

1,636

EMPLOYEE INTERACTIONS

$58,500

NEW PREMIUM WRITTEN

163%

YEAR-OVER-YEAR PREMIUM GROWTH

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Learn how the Benefits Zone platform will increase employee participation, engagement, and streamline the benefits education and enrollment process.

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