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Broker Guide: Your Client Wants a Better Self-Funding Experience. Now What?
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"Broker Guide: Your Client Wants a Better Self-Funding Experience. Now What?"

The move to self-funded health plans used to be a mostly behind-the-scenes accounting determination. Now it’s a strategic and deliberate decision with operational impacts across a company, with experience being front and center. Download this guide and learn three steps to improving your strategy -- plus helpful client conversation checklists.

Clients want to know their self-funded benefits plan will put caring for their business (and the health of their employees and their families) first. And you know how much effort goes into the self-funding decision: you’re beside your clients every step of the way providing careful analysis, extensive planning, exhaustive evaluation and thoughtful guidance. Getting them across the finish line is followed by a prudent cycle of assessments, evaluations and adjustments. 

Be that outstanding broker who applies passion and professionalism to help your clients maximize their cost savings, customize their self-funded health plan and get the better experience they want. Download this guide and discover:

  • 8 topics for periodic review sessions
  • 5 client needs to consider
  • How to evaluate self-funding models
  • 3 options to propose to improve plan performance
  • 5 client relationship-building tactics


Offered Free by: Imagine360
See All Resources from: Imagine360

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