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Broker Case Studies
Custom Communication
Bringing your benefits to life with a branded video

Our custom videos provide an overview of the benefit offerings, including key messaging points, benefit changes, and areas of focus. Ep6ix builds a client-branded video using company messaging, brand guidelines, and industry-specific graphics. This video ends with a call to action for employees to engage a dedicated Benefit Counselor in a curated session to complete open enrollment.

Custom Video
Access a custom, branded landing page to drive open enrollment messaging

Prepare your employees in advance with a landing page to access key highlights regarding open enrollment and your benefit offering

A multi-channel communication plan

Ep6ix builds a communication plan that blends digital and print using a deliberate cadence. It starts with early pre-open enrollment communications that are client-branded and delivered by the client through their trusted and familiar channels, such as email, print, and social media. These are then followed up by client-branded digital communications delivered by Ep6ix designed to meet the employee where they are using voicemail, video, and text messages.

Communication plan with design & detail

All communications are laid out in advance in a comprehensive communication plan that outlines the content, medium, recipients, date and time of delivery. The branding, messaging, and various media help to engage the employee in an immersive experience for open enrollment.

Video

Video: Our custom videos provide key highlights and an overview of your benefits.

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Voicemail

Voicemail: a recorded message from HR delivered as a voicemail. This can be a meaningful way to launch open enrollment and prepare employees for the communications to follow.

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Email 1

Email: Our client-branded email templates are customized to deliver key information, including how to engage a Benefit Counselor.

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Social

Social Media: Our client-branded “Did You Know” series helps deliver key benefit highlights that are often overlooked.

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Email

Text Messaging: Client-branded text messages help to deliver important information where employees are most likely to see it.

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Poster

Poster: Client-branded posters help to highlight key open enrollment information including dates for open enrollment, call center info, how to connect with a Benefit Counselor, and more.

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postcard

Postcard: Sending information to employees at home allows for conversations away from the worksite with key family members who may also be involved in benefit decisions.

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Case Study by Industry
Auto Manufacturing

Maswer

Industry About the Client Case Study
  • Subcontractor for Mercedes
    Benz – grew from 33 FT
    employees with 252 new-hire
    employees
  • 1 location in Tuscaloosa, AL
Banking

Dime Bank

Industry About the Client Case Study
  • Banking
  • 802 employees
  • 60 locations
Behavioral Health

TrueCore

Industry About the Client Case Study
  • Behavioral Health – Residential and Outpatient Services.
  • 19 locations in FL, AL and NJ.
  • 874 benefit eligible employees.
Construction Services

Hughes Brothers

Industry About the Client Case Study
  • Construction Services
  • Headquarters in Wildwood, FL
    • 496 benefit eligible employees
      located across 38 states
Cruise Line

Azamara

Industry About the Client Case Study
  • Owner operator of cruise
    vessels that have ports of call
    around the world
  • Headquartered in Coconut
    Grove, FL
  • 222 total employees.
    • 117 Located in FL HQ
    • 75 Located in KS Bookings Call Center
    • 30 Located in 16 other states working as virtual call center agents
Education

Whitewater

Industry About the Client Case Study
  • Public School District in WI
  • 253 FT employees
Engineering & Manufacturing

BYD

Industry About the Client Case Study
  • Engineering and Manufacturing
  • 874 benefit eligible employees
  • Moving from ADP Totalsource (PEO) to traditional benefit offering
Health Care & Medical Billing

Health Care Coding

Industry About the Client Case Study
  • Remote Coding & Auditing Services
  • Main office in Ft Meyers, FL
  • 232 benefit eligible employees located across 38 states
Home Construction & Installation

CT Basement System

Industry About the Client Case Study
  • Basement Systems is a network of basement waterproofing and crawl space repair contractors spanning across the United States
    and Canada.
  • They are located in Seymour, CT, and operate as 2 distinct business units
    • Basement Systems & Connecticut Basement Systems.
  • 468 benefit-eligible employees
Horticultural Growers

Costa Farms

Industry About the Client Case Study
  • Largest horticultural growers in the
    world
  • 24 Locations in Fl, GA, MA, NC, SC,
    TX & VA
  • 600 benefit eligible employees
  • Diverse population including English, Spanish and Creole languages
Hospital

Gila

Industry About the Client Case Study
  • Hospital in rural New Mexico with 380 eligible employees
  • 4 locations separated by 15 minutes
  • Enrollment on UKG for core benefits
Hospitality

IPD

Industry About the Client Case Study
  • Hospitality Management for over 45 lodging properties.
  • Locations throughout the Eastern States from New York to Michigan to Florida, and as far west as Wisconsin.
Imaging Equipment Supplier and Support

DEX Imaging

Industry About the Client Case Study
  • Nation's largest independent dealer of imaging equipment.
  • 5 locations - 2 in FL, UT, TX & TN.
  • 1,644 benefit eligible employees.
Irrigation Systems Installation

Summer Rain

Industry About the Client Case Study
  • Irrigation, Landscape Lighting,
    Wells and Filtration systems
  • 2 Locations CT and NY
  • 65 benefit eligible employees
Logistics & Manufacturing

Cascades

Industry About the Client Case Study
  • Paper manufacturer and logistics
  • Over 30 locations including 20 divisions with varying benefit plans
  • 2,500 largely remote workforce
Metal Fabrication

Ohio Valley Stamping Assemblies

Industry About the Client Case Study
  • Steel manufacturing company in Ohio with 115 employees
  • 2 locations
  • Open enrollment was done entirely on paper
Mortgage

ICG

Industry About the Client Case Study
  • Growing Mortgage Brokerage company expanded from 500 to 1,500 employees in 2020 across 30+ states.
  • Expansion of benefits to accommodate a competitive industry and growing workforce.
Municipality

City of Milford

Industry About the Client Case Study
  • Municipality in Connecticut
  • 475 FT employees
Non-Profit Healthcare Organization

Community Health of South Florida

Industry About the Client Case Study
  • Community Health of South
    Florida (CHI) is a group of
    medical clinics and pharmacies
    in South Florida. They operate as
    12 distinct business units.
  • 659 benefit Eligible employees
Non-Profit Services for Vulnerable Populations

Independent Living Systems

Industry About the Client Case Study
  • Offers an extensive range of community-
    based services and nutritional
    support programs. Some examples
    include pharmacy, home-delivered
    meals, home medical supplies and
    home health services.
  • 10 Locations in Fl, CA & NY
  • 1,274 benefit eligible employees
Private School for Children w/ Developmental Needs

Tiegerman

Industry About the Client Case Study
  • Non-profit school for
    developmentally disabled
  • 3 locations all New York
  • 500 total employees with
    155 on benefits
Restaurant Group

High-End Restaurant Group

Industry About the Client Case Study
  • High-end restaurant group
  • 1,600 employees
  • Employees in 6 states
  • Employees with varying hours
Security

Security Solutions of America

Industry About the Client Case Study
  • Security Solutions of America provides security solutions in 16 different states.
  • 2,824 employees and rapidly growing.
  • Consolidated the use of multiple platforms into one.
Staffing Solutions

Mindlance

Industry About the Client Case Study
  • Staffing solutions
  • 15 Locations in AZ, CA, FL, KS, MI, NC, NJ, PA, TX & VA
  • 2,800 benefit eligible employees
Trucking: Sales & Services

Gabrielli Truck Sales

Industry About the Client Case Study
  • Truck Sales, Service & Parts
  • 19 locations in NY, NJ, CT
  • 890 benefit eligible employees