Education-driven risk management solution

The Benefit Resource Genie™ empowers your employees with the options best suited to their unique situations — inside and outside of their employer-sponsored plans.

Optimizing your benefits program in just three simple steps.

Know the Employer

Benefit Resource Genie™ starts the conversation with a complimentary Initial Impact Assessment that identifies areas within your organization where alternative resources can be used and demonstrates to you the potential of an overhaul.

Member Study

The Benefits Education Specialists conduct Household Needs Assessments (HNAs) with employees to understand their situations and educate them on all of their benefit options. From here, employees are given enrollment support and an initial campaign findings report is produced.

Member Support

With the information acquired in the previous phase, Executive Resource Specialists develop and present opportunities that can be realized as
part of your client’s ongoing strategy.

Case Studies

Book your complimentary Initial Impact Assessment