From Opportunity to Implementation
A clear, structured process from the first conversation through ongoing support — grounded in the employer’s actual data at every step.
Employer Discovery
EBA begins by learning about the organization and the problem it is trying to solve.
- Number of employees
- Payroll and compensation
- Current benefits
- Employee demographics
- Benefit participation
- Payroll provider
- Business structure
- Existing programs
Opportunity Analysis
EBA reviews potential solutions and determines which strategies warrant further evaluation.
Employer-Specific Financial Review
When applicable, EBA models potential financial impact using actual workforce information rather than a generic savings assumption. The analysis should clearly show assumptions, costs, and projected impact.
Program & Compliance Review
Before anything moves forward, the employer sees the complete picture:
- How the program works
- Employee benefits
- Employer economics
- Implementation requirements
- Payroll treatment
- Administration
- Documentation
- Compliance considerations
- Items requiring professional review
Implementation
Once approved, EBA coordinates implementation with the employer and the appropriate providers, administrators, payroll professionals, and advisors.
Ongoing Support
EBA remains involved after implementation to help coordinate questions, service issues, administration, and ongoing program support.
Let’s see how much we can increase the cashflow for your organization
A short employer analysis can help determine whether one or more EBA strategies may be worth exploring, using your organization’s own workforce and payroll information.