The first time we meet, we will tell you all about how we work and get to know about you, what is important to you and your aims and objectives.
Review Your Existing Plans
In this part of the meeting, we will analyse and review your current products and ensure that you are getting value for money. Often, we see companies having a varying amount of plans that sometimes overlap or aren’t fit for purpose. By reviewing these, we can look at ways of streamlining things that will save our clients times and money.
Setting Goals and Objectives
During this meeting, we fully explain any existing products you may have and establish if you they are going to help you reach your goals. An exciting part of the process is discussing your some of the initiatives that you have always wanted to offer your staff, for both the present, near and distant future.
Creating An Employee Benefits Package
After we have agreed what initiatives you want to introduce, and when you want to do them, it is then time to get your employee benefits package in motion. Only when we fully understand our clients demands and needs, will we work towards the next stage of the process. Your plan may well include both existing schemes and new recommendations; as we are independent employee benefits consultants, we can ensure our recommendations are tailored exactly to your needs.
Review Your Benefits Package
A vital part of the consultancy process is to review your benefits package. Everything is subject to change, be it legislation, product development or of course our client’s circumstances. The review meeting is important, as the path to our clients goals is very rarely a straight one.