For proper coverage of an account, we work in teams of five.
The work does not depend on one person.
Who is on it.
Five roles, each with a job.
Account Executive
Leads strategy, the renewal and the relationship.
Account Manager
Runs the account day to day and keeps the calendar.
Plan Analyst
Reprices, models and checks the numbers.
The rest of the five.
Service and systems.
Customer Service
Answers employee and HR questions.
IT
Handles eligibility files, integrations and the benefits administration build.
Why Five
Coverage and redundancy, so work continues when someone is out.
What you notice.
A team, not a single contact.
Faster Answers
More than one person knows your account.
Continuity
Staff changes do not reset the work.
Resources on Demand
The team decides what systems and services an account needs.
Questions Employers Ask About This
Who is my main contact?
Your account executive and account manager, with the rest of the team behind them.
Does the team change?
The roles stay constant. If a person changes, we hand off the work.
Can I reach someone after hours?
Our chat bot is available around the clock for questions.
Related guides.
From Renewals to Results: The Broker Playbook
The full playbook.
Benefits Indicators to Review All Year, Not Just at Renewal
Measures reviewed all year.
DATUM: The Five-Stage Renewal Process We Repeat Every Year
The method, stage by stage.
Want this applied to your renewal?
Send us the renewal and we will run it through DATUM and show you where the number comes from.
Your renewal letter
Your census
Your current plan documents
Your renewal date
Rough answers are fine. We build the numbers from there.
Laws and rules referenced
Employee Benefit News: Renewals to Results — Opinion piece on brokers moving from plan shopping to data-driven advisory work.
An independent employee benefits consulting firm. We look at the entire benefits program — cost, plan performance, risk and administration.
Switch to CFH. Unhappy with your broker? Your employees won’t notice. You will. →
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