Case Study
Employee Education Aids
Multi-Product Voluntary Success
Client Profile
- Industry: Electrical Contracting
- Locations: 2 locations in NC
- Employee Demographics: 69 employees; Average age = 40 – 50
- Existing Benefits: Medical, Basic Life
- New Guardian Benefits: Life, Short-Term and Long-Term Disability, Vision (All voluntary)
Top Challenges
- Client offering multiple new benefits all on an employee-pay all basis
- Employees often not in a company location due to travel
Key Advantages
- Employer and broker involved in developing strategic enrollment plan and lent
support with endorsing
Enrollment Solutions
- Enrollment Success Plan (ESP), group was eligible for Guardian’s ESP wherein minimum participation requirements were waived in exchange for client’s commitment to follow and endorse simple enrollment recommendations proven to increase participation.
- Awareness of employee benefits
- Employee communications announcing upcoming benefits offerings and enrollment meetings built excitement and early engagement.
- Enrollment Time
- Face-to-face, mandatory group enrollment meeting enabled all employees to benefit from expertise of live benefits enrollment specialist.
- Toll-free benefits hotline served as additional resource for questions & answers.
Results and Participation Snapshot
- Enrollment strategy achieved excellent participation across all four lines of voluntary
benefits offered.
- Broker and employer extremely satisfied with effectiveness of Enrollment Success Plan.
- Employer pleased with support services like toll-free hotline which eased
administrative duties.
| Life |
52% |
| Short-Term Disability |
71% |
| Long-Term Disability |
83% |
| Vision |
83% |
Enrollment Solutions Highlights
- Guardian’s Enrollment Success Plan
- Early employee engagement
- Enrollment meeting with certified enrollment specialist
- Toll-free benefits hotline
