Estimate Your Savings

Discover smart ways to improve your cash flow and free up more time

Invest a few minutes answering questions about your unique business situation and get a custom report that outlines smart ways to deliver world class big company benefits with a small company budget.

1. Do any of these conditions describe the current state of your business? (Pick all that apply)

We are just starting up or re-launching

We are actively acquiring or divesting businesses

We plan to restructure or reorganize to grow profits

We operate in many states

We operate in many locations

We are a long standing family owned business

We are owned by a professional investor

2. Which industry category best describes your business?

3. How many employees do you have right now?

Under 20 employees

21-100 employees

101-200 employees

Over 200 employees

4. Which terms best describe the majority of your employees? (pick all that apply)

Full Time (W2) employees

Part Time (W2) employees

Contract (1099) employees

Seasonal employees

Technicians, caregivers, or food preparation or "gray collar" workers

Manufacturing, construction, trades, maintenance workers or "blue collar" workers

5. What is your biggest employee related challenge right now?

6. What keeps you up at night the most?

7. Are you spending management time addressing these issues?

8. Which represents the biggest management challenge to you

The number and complexity of benefits systems

Rising health care premiums

Providing affordable and competitive employee benefits

Improving HR efficiency and management

Our administrative staff is overloaded with work

Managing employee turnover

9. Are you still doing any of these functions manually or on a spreadsheet?

Benefits

Risk management

Human resources management

Payroll

Timekeeping

401k

10. Has your business experienced any of these in the last 12 months?

Age discrimination

Sexual harrassment

Race discrimination

Employee retaliation suit

Employee accident

Unemployment claims

11. How do you manage the human resources function?

I do it myself

We have a part time person doing it

We have a full time HR staff doing it

We outsource it

Another senior executive handles this

12. In your view, how well do you manage your employees?

We do it badly

We have too much overhead and staff

We do it well - no improvement needed

It takes too much of my personal time

We cannot keep up with filings, rules and paperwork

13. Please enter the name of this client/prospect

14. Please enter the title of this client/prospect

15. Please enter the name of your company