Case Study: Construction/Demolition
Type of Client: Construction/Demolition
Number of Locations: 10+
Benefit Eligible Employees: 800+
Challenge:
Our carrier partner reviewed their dormant account list for existing clients who had not seen an increase in participation in several years. The opportunity first enrolled several years back and the worksite enrollment was handled separately from the core lines. Participation had remained stagnant for the carrier and broker who placed the business. The carrier partner hoped we could drive additional participation and revenue for the company and broker partner.
Solutions:
The carrier partner and CES, together with the broker, introduced several ideas to improve the enrollment process, including:
- Combining the Core and Worksite enrollments into one system
- Allowing CES to assist in the Core and Worksite enrollments.
- Provide onsite benefit counseling to key locations
- Implement a pre-enrollment communication campaign that included pre-approved emails and text campaign
- Create a custom online schedule that was distributed via text messages to 400+ employees
- Provide call center enrollment support on the worksite benefits
- CES offered to provide onsite enrollment support at all locations, key locations or provide call center only
Results:
- Client elected to utilize our pre-enrollment text campaign to distribute worksite benefit information and drive call center engagement
- Created a series of 6 pre-approved text to be distributed to the 400 employees who had a cell phone number over a 4-week open enrollment period
- Allowed employees to select a time to speak with a benefit counselor (before or after hours) to receive a quote and enroll
- Had a 30% conversion rate (Text to Electing Policy)
- Increased premium by 62.5%
- Increased broker revenue by $30,000 or 7x year/year
