Workflow · Employee Health & Benefits
Strategic Benefits Recommendation
Converts completed analyses — renewal, benchmarking, modeling, proposals, claims findings — into an executive-ready decision package: options evaluated against consistent criteria, financial comparison with employer and employee impact shown separately, tradeoffs, risks, and a recommendation with the conditions that would change it. You make the final call.
What goes in
The decision to be made, deadline, and decision-makers; the client's priorities and budget constraints; and the completed analyses as documents — renewal analysis, benchmarking findings, plan and contribution models, carrier or vendor proposals, claims findings, meeting notes, prior decisions.
What you get
A Recommendation & Decision Package as a Word document: options on consistent criteria, financial comparison with employer and employee impact, tradeoff matrix, risks, recommendation with rationale, and an explicit decision request with deadline — or a decision-readiness report naming what must be resolved first.
How it works
- 1Define the decision: capture the specific decision, deadline, decision-makers, client priorities, and budget constraints in one organized intake.
- 2Validate readiness: the uploaded analyses are checked for the right client, plan, and period, and contradictions are surfaced — if the evidence can't support a defensible recommendation, you get a readiness report naming what's missing.
- 3Evaluate options: every credible option, including the status quo, is assessed against the same criteria, weighted by the client's stated priorities.
- 4Compare impact: employer and employee impact, budget variance, tradeoffs, and risks are laid out side by side.
- 5Deliver: an executive-first Word/PDF decision package that leads with the recommendation, cites the analysis behind every material claim, and closes with an explicit decision request.
Related pages
What this workflow delivers
A Recommendation & Decision Package as a Word document: options on consistent criteria, financial comparison with employer and employee impact, tradeoff matrix, risks, recommendation with rationale, and an explicit decision request with deadline — or a decision-readiness report naming what must be resolved first.
4+ hours
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off