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IMPACT STORY
A FAMILY-OWNED BUSINESS WITH STAGNANT COMMUNICATION

The 5-Year Benefits Education Roadmap

The Challenge

The company had been shopping their insurance every year, resulting in a patchwork of carriers and a frustrated workforce. They had no long-term vision for benefits education and were constantly reacting to the market rather than leading their employees.

The IMPACT

This reactive cycle was leading to benefit erosion and a lack of health literacy among the staff. The employees felt the company was nickel-and-diming them, which was affecting the long-term culture and trust within the organization.

The Strategy

JA implemented a 5-year education roadmap that focused on building health literacy and plan understanding over time. We moved away from once-a-year open enrollment meetings and instead provided consistent, digestible information throughout the year.

THE OUtcome

By the third year of the roadmap, the company saw a significant increase in member engagement and a more sophisticated understanding of the health plan. This success journey transformed the benefits plan from a point of contention into a point of pride.

Things Employers Should Consider

True vision in benefits education is about building a sustainable system of knowledge for the next decade. A roadmap provides the grounded framework needed to make small, digestible changes that lead to massive long-term results. Employers should partner with someone who is willing to invest in the long-term health literacy of their workforce.