beyond benefits Q+A: Wellbeing at home, at work, and around the globe

Do you offer customized retreat experiences?

Yes, we do! In addition to our scheduled annual program of retreat opportunities, we partner with businesses, associations, and small groups to design custom retreats tailored to their needs. Contact us to learn more.

Do I need to be a business-owner to attend one of your retreats?

No. This is a common misconception. Most all of our scheduled retreats are designed as both personal and professional authentic growth experiences, which can apply to a vast array of individuals.

Why is it important to foster a culture of wellbeing in the workplace?

Your employees are your most valuable asset. A positive workplace culture and benefits package enhances employee satisfaction, productivity, and overall wellbeing. It reduces absenteeism + presenteeism, fosters teamwork, and attracts + retains top talent. A healthy workforce is a key asset, positively impacting your company’s performance and bottom line. In the long run, fostering a culture of wellbeing is a win-win for both your employees and your business.

What is the #1 tip for promoting wellbeing in the workplace?

Wellbeing looks and feels different for everyone, which means your employees have varying needs. A multidimensional approach includes many aspects of wellbeing, such as the physical, emotional, environmental, financial, and social pillars. The biggest discrepancy we see in the workplace is intent vs. action. Our NUMBER 1 TIP is to have a measurable action plan for how your company will execute goals. This action plan clearly illustrates WHAT you’re doing, WHEN you’re doing it, WHO is responsible for it, WHERE it will take place, HOW it will be delivered, WHY it aligns with your overarching mission – as well as budget (if applicable) and special notes. Depending on the complexity of your action plan, you may consider creating a project plan including tabs for each goal with deeper action details to ensure a smooth execution of your intentional design.

How can a boutique health insurance broker consultant help?

There are many ways an employer can procure health insurance for their employee population. From PEO turnkey solutions to big-box brokerage firms, the options can feel overwhelming. A boutique broker consultant ensures your benefits package helps foster your culture of wellbeing. At The Health Portfolio, we believe every company’s culture is unique - that’s why we tailor each employee benefits package and wellbeing solutions to meet the specific needs of a population, all while staying within budget year-over-year. We pride ourselves on our boutique-approach, offering first-class white-glove service and customized action plans with employee engagement strategies.

True or False? Choosing a “boutique” consulting firm is more expensive.

False. Broker consultants are commission-based, which means regardless of who you choose, you will not pay more (unless they increase the percentage or charge fees for additional services).

When is it the right time to make a move?

Any time that is right for you. Making a move does NOT have to mean changing your insurance carriers, networks, or benefit plan designs – nor does it have to wait until Open Enrollment or renewal. You can make a business decision to move your broker of record at any point during your plan year. Whether your company has grown and is ready to “graduate” from a PEO platform or your current broker is no longer meeting your needs, it’s time to consider alternative options available to you. If you’re not quite sure where to start, we can always have a conversation about your choices (no strings attached).