your proactive employee benefit & financial planning firm
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  How to Evaluate Your Next Employee Benefit Firm
 

If you need to switch employee benefit firms (please see our Employee Benefit Scorecard to evaluate yours) there are lots options to choose from. Assuming that you've found a few candidates via word-of-mouth, an advertisement, the Internet, or another means, how do you then choose a good employee benefit firm for your company?
   

Choosing An Employee Benefit Firm

Meet them in person and ask questions.

   
 
Why would my company choose your firm?
What are your strengths, weaknesses?
What services do you offer?
Who are your clients?
Where are your clients?
What size are most of your clients?
What do they say about you?
If you've lost any clients in the past year, what was the reason(s)?
How are your services priced?
How are you paid?
 

Be wary if:

 
 
They promise things that seem outlandish—because they usually are.
They don't listen to you carefully and take a lot of notes.
They don't ask intelligent questions about your business.
It's your impression that if they weren't a good match for your business—they wouldn't tell you so.
 

Make your decision.

At the end of the day in a service business, the two key questions are:

Will they do a good job for us?

Am I comfortable that this firm is the right "fit" for our company?