Two women meeting Face-to-face meetings are not only better for communicating how employees can more effectively use their benefits, but also for developing the personal connections. (Photo: Shutterstock)

Even though a next-generation advisor can help you develop the tools and strategies required to drive down your health care costs, they won't be effective if your employees don't know how to use them. Traditionally, the communication of how a benefits plan works is confusing and impersonal, and as a result, employees rarely make the most cost-effective choices throughout the health care process.

All of that can change, however, if your advisor hosts one-on-one meetings with your employees. By speaking individually with each worker, your advisor can answer specific questions and educate your employees about how their choices can create savings opportunities for them and their employer without sacrificing the quality of their health care.

A personal approach

It's standard procedure to communicate the terms of a benefits plan via a large group meeting or a hefty collection of paper covered in complicated legal terms, but while that method might be more convenient for brokers, it makes the benefits process impersonal and confusing for employees. Face-to-face meetings with advisors, on the other hand, can make employees feel like their benefits plan is tailored specifically for them, making them feel more valued in the workplace.

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