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Strategic Employee Benefit Assessment

Our goal is to work with you to identify any areas that you feel are critical to you and your company.  Next, we evaluate if RJF can play a role in being a resource in addressing those areas going forward. 


In order to help us with this process, please read the following high-level statements surrounding different areas of your employee benefits program.  

Indicate the level to which you agree or disagree with the statement
(Check a level between 1-4:  1 = you “strongly disagree”, 4 = you “strongly agree”) 
Then indicate how important that particular statement is to you
(Check a level between 1-4:  1 = “not important”, 4 = “extremely important”)


 



First Name: 
Last Name: 
Title: 
Company: 
# of EE's: 
Industry: 
Phone: 
Email: 

Please follow-up with me by:
Phone   Email

I have a meeting already scheduled with (please include first and last name):
1) Our company has a clear, long-term strategy for managing our health insurance costs.
 
1
Strongly Disagree

2
Disagree

3
Agree

4
Strongly Agree
  How Important is this to you?
 
1

2

3

4
  Not Important Somewhat Important Extremely Important
 
2) Our company has a complete understanding on what has been driving up our health insurance costs over the last 3 to 5 years.
 
1
Strongly Disagree

2
Disagree

3
Agree

4
Strongly Agree
  How Important is this to you?
 
1

2

3

4
  Not Important Somewhat Important Extremely Important
 
3) Our employee benefits program/plan designs are extremely competitive in comparison to similar employers in our industry.
 
1
Strongly Disagree

2
Disagree

3
Agree

4
Strongly Agree
  How Important is this to you?
 
1

2

3

4
  Not Important Somewhat Important Extremely Important
 
4) All of our employee benefit carrier and providers (medical, dental, life, disability, voluntary coverage, etc) meet and exceed the needs of both the organization and our employees.
 
1
Strongly Disagree

2
Disagree

3
Agree

4
Strongly Agree
  How Important is this to you?
 
1

2

3

4
  Not Important Somewhat Important Extremely Important
 
5) Our company has a consistent and effective employee contribution strategy for all of our benefit programs.
 
1
Strongly Disagree

2
Disagree

3
Agree

4
Strongly Agree
  How Important is this to you?
 
1

2

3

4
  Not Important Somewhat Important Extremely Important
 
6) We have an effective disease management program in place to manage our most costly health insurance claims.
 
1
Strongly Disagree

2
Disagree

3
Agree

4
Strongly Agree
  How Important is this to you?
 
1

2

3

4
  Not Important Somewhat Important Extremely Important
 
7) There is a comprehensive wellness-based initiative in place to help control future healthcare costs.
 
1
Strongly Disagree

2
Disagree

3
Agree

4
Strongly Agree
  How Important is this to you?
 
1

2

3

4
  Not Important Somewhat Important Extremely Important
 
8) Our employees have a solid understanding how to best utilize their health insurance program.
 
1
Strongly Disagree

2
Disagree

3
Agree

4
Strongly Agree
  How Important is this to you?
 
1

2

3

4
  Not Important Somewhat Important Extremely Important
 
9) Our employees have a good understanding on how much the company is spending on their benefits program.
 
1
Strongly Disagree

2
Disagree

3
Agree

4
Strongly Agree
  How Important is this to you?
 
1

2

3

4
  Not Important Somewhat Important Extremely Important
 
10) Our employees are completely satisfied with their benefits program.
 
1
Strongly Disagree

2
Disagree

3
Agree

4
Strongly Agree
  How Important is this to you?
 
1

2

3

4
  Not Important Somewhat Important Extremely Important
 
11) The benefit communication pieces/tools (i.e. presentations, handouts, internet, newsletters, etc.) we utilize are very effective.
 
1
Strongly Disagree

2
Disagree

3
Agree

4
Strongly Agree
  How Important is this to you?
 
1

2

3

4
  Not Important Somewhat Important Extremely Important
 
12) Our company has a strong understanding of the compliance issues (COBRA, ERISA, HIPAA, 5500's, employment law, etc.) surrounding our employee benefits program.
 
1
Strongly Disagree

2
Disagree

3
Agree

4
Strongly Agree
  How Important is this to you?
 
1

2

3

4
  Not Important Somewhat Important Extremely Important
 
  ADDITIONAL COMMENTS (please include any comments that you feel we should be aware of surrounding your employee benefits program):
 
 
 
*Please type the following text in the text box below (case sensitive):
 
 
 
RJF Agencies, Inc. | 6000 Nathan Lane North Suite 400 | Minneapolis, MN 55442 | Toll Free: 866-746-7485 | F: 763-746-8227