Start with your current plan.
Gather current benefit summaries, carrier information and your renewal date. Include the way your business and employees share benefit costs. If renewal materials have arrived, keep them with your current plan information so the changes can be discussed together.
- Current plan summaries and carrier details
- Renewal date and any decision deadlines
- Employer and employee contribution information
- Available renewal materials and claims reports
Bring your people into the picture.
Write down recurring employee questions and any feedback about your benefits. What is easy to understand? Where do people need help? Guru’s employee satisfaction surveys and benchmarking can add perspective to this conversation.
Name what you want to improve.
Choose your most important goals. You may want a clearer employee experience, less administrative work, a closer look at carrier options or stronger coordination with payroll. A focused list helps your advisor understand what a useful outcome looks like.
Plan the next conversation.
Share your timeline and identify who will help make the decision. Ask which information is needed for a meaningful carrier comparison and how enrollment communication could be organized for your workforce.
You do not need every answer before reaching out. A first conversation can help establish what to gather next.