WINSTON BENEFITS – Meet A Vendor

Shortlister hosted Katie Soehngen, Director of Digital Strategy at Winston Benefits, to reveal how they help their partners by delivering customizable benefits solutions and their outlook going forward.

WHO ARE WINSTON BENEFITS?

Founded in 1987, Winston Benefits has been providing benefits administration, enrollment and communication services for over 30 years. Investing in their Saas-based technology, HRally™, today they deliver customized, benefits administration and engagement solutions that streamline the administrative demands of an HR professional.

Тhey provide the following 4 pillars of service to their clients:

  • Education
  • Enrollment
  • Administration
  • Advising

HOW WINSTON BENEFITS
ADRESSED COVID-19 CHALLENGES?

Winston Benefits successfully ensured that their clients’ new administrative burdens are covered by providing:

  • Progressive mobile application
  • Furlough administration assistance
  • Additional COBRA assistance
  • Advanced reporting for client administrators

They addressed engagement challenges by providing call center expansion and additional communications to account for the loss of onsite interaction including:

  • Zoom meetings with representatives
  • Additional scheduling tools for call center sessions
  • Additional outbound call campaigns
  • Adjustments to IVR & call routing
  • QR code communications
  • Digitizing existing communications

WINSTON BENEFITS OUTLOOK FOR 2021/2022

In the next two years, Winston Benefits plans to invest their efforts in:

  • Call Center Enrollment services to accommodate the anticipated increase in call volume as a compliment to benefits administration technology
  • Mobile App Usage as more and more of Gen Z enters the workforce
  • Voluntary Benefit Offerings and Enrollment to combat the stress everyone felt in 2020

WHY PARTNER WITH WINSTON?

EMPLOYERS

They take into consideration your corporate initiatives, your team goals, your budget, the services you need, and providing them a la carte.

EMPLOYEES

They consider your life situations, how you like to receive communications, what your benefits budget is, and provide a customized concierge experience.

BROKERS

They provide you with robust reporting, help you execute your goals, provide flexible financial models and are a true partner.

As Winston has shown to deliver customized, digital benefits solutions that address the demands of an HR professional, more and more companies choose them for their commitment to partnership, intelligence, and accountability.

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