The Client

  • Who is in attendance? CEO, HR Director, Supervisor, etc.?
  • Exact Name of Client?
  • Industry? Background? History (year business started)?
  • Locations by state?
  • Number of employees? Eligibles? Eligibles by location? Sales people?
  • Union vs. non-union? Relationship with Union?
  • Average salary? Hourly & salary? Overtime? (ask for census to simplify)
  • Average age? Male vs. Female?
  • Bilingual employees? Other languages?
  • Shift work?
  • Tone of the group? Layoffs? Hiring? Merger? Acquisitions?
  • Turnover?
  • Eligibility for employees? (How long do they have to wait to become benefit eligible?)

Inforce Benefits Medical plans? Renewal month?

  • HSA, HRA, MERP, Traditional?
  • Cost sharing? (Employer vs. employee) Single? Family? Recent employee contribution increases?
  • Hospitalization Deductible?
  • Emergency Room Deductible?
  • Physician's Deductible?
  • Dependent information? Updated & Audited?

Plan participation

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