2025 Account Plan

Client Landscape

Client Benefit Strategy

Client benefit strategy focuses on providing a comprehensive, flexible, and competitive benefits program that supports the personal health and financial well-being of employees and their families.

Employee Population

• Industry: Professional
• Gender Split: M:49% / F: 51%
• Average Age: 30-39 (34%) & 18-29 (32%)
• Return Rate: 54%
• Top Conditions: Prevalence better than EHE BoB for all conditions. Opportunities based on race/ethnicity data.

Contract Status

Renewal: Current contact expires 6/30/2024. Entering contract renewal discussions.
• Volume Commitments: N/A; however, there are volumebased discounts.
• Performance Guarantees: 11 PGs, $750k at risk, see next
two slide for details.

Opportunities

Pulse Wellness for <30 in year 2 & 3, neverbeens outside of 50 miles.
• During renewal, propose favorable pricing to include <30s annually and/or dependent children.
• Primary care
• NP model pilot/launch.
• Approval to call neverbeens.

Challenges Ahead

Firmwide layoffs (2.5% of US workforce).
• Client limiting communications for all vendors in CY25.
• Client limiting onsite events in CY25.
• Restrictions re: SMS.
• Limited outreach to neverbeens (no phones unless append file from client).
• Limited contact information for spouses (only address).