Clear communication and flexibility drive Beneva’s success in employee benefits implementation
In an exclusive feature by Benefits and Pension Monitor, in partnership with Beneva, highlights the strategic importance of employee benefits as more than just perks.
A well-designed package can attract and retain top talent while improving job satisfaction. However, the success of such programs hinges on the implementation stage, where communication and adaptability are key.
Beneva's approach to implementation underscores its belief that even the most comprehensive benefits package can underperform without clear understanding and appreciation from employees.
Keven Bédard, senior director for new business at Beneva, compares implementation to the start of a relationship, saying, “It sets the tone for everything that follows. A smooth transition is essential because if it goes poorly, it affects everyone – the advisor, the plan sponsor, and the employees who rely on these benefits.”
The company has remained dedicated to putting clients first, a philosophy carried over from its days as La Capitale and SSQ Insurance. Beneva customizes its implementation process to align with the unique needs of businesses, whether large corporations or small family-owned enterprises.
According to Bédard, Beneva’s commitment is “not just words on a web page but genuinely lived.”
Beneva simplifies the complexities of group benefits implementation, particularly for smaller businesses that may lack experience or resources.
Bédard explains, “They often don’t have the time or understanding of what the process entails.” Beneva steps in to provide guidance and structure, ensuring plan sponsors feel confident and supported.
Flexibility is another hallmark of Beneva’s approach. Bédard recalls a case where a client requested trilingual communications, including Spanish. Instead of dismissing the request, Beneva assessed its feasibility and delivered a tailored solution.
“We’re not saying yes to everything,” Bédard notes, “but we assess the feasibility before simply declining.”
Strong communication between Beneva, plan sponsors, and advisors ensures small issues are resolved early. “Whenever we need to untie knots, communication is key,” Bédard emphasizes.
This collaborative approach prevents logistical challenges from escalating and enhances advisor-client relationships.
Beneva highlights four essential criteria for a positive implementation experience:
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Structured process: Clear expectations and transparent steps simplify transitions.
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Tools and support: Educational materials assist employers in guiding their employees.
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Customization: Solutions tailored to specific client needs foster satisfaction.
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Dedicated support: A single point of contact ensures consistency and quick problem-solving.
With increasing complexity in benefits offerings, Beneva focuses on simplifying the experience for clients and employees.
Bédard comments, “The key is making that transition simpler in a complex environment.” The company aims to stay adaptable and responsive to industry shifts, ensuring it continues to meet client needs effectively.
For Beneva, implementation is more than introducing benefits – it’s about fostering trust and providing lasting value.
As Bédard states, “Our role isn’t just to hand over a benefits package. It’s about making sure our partners and clients feel supported from the start, and that employees feel valued.”