All About You!

SECTION 2 of 3 - YOUR PEOPLE and their benefits

This gives us insight on how to bring the best value to your people when it comes to their benefits needs.

How Many Benefits Eligible Employees (20 hours or more) do you have?*

Most of my people are:

Young, Single, No KidsFamilies, Couples with kidsOlder and "empty nesting"A good mix of everything

Check all that apply:

My Management team is great, but they could use coaching.Education and Coaching to my company's mission is critical to my success.I don't have time to expain benefits to my people. I need a professional.My people are the lifeblood of my business

How important do you think benefits are in Retaining and Attracting the best talent? *

1 is Not important, 5 is Very Important

It's important to have a happy, healthy workforce.*

1 is Nah... Turnover is ok, 5 is Important

Do you Currently Offer any Benefits to your team aside from their awesome paychecks?*

YesNo

What Benefits do you currently have in place ( Mark all that apply )?*

SECTION 3 of 3 - YOUR VIEWS on things

This gives us insight on how to serve you best

Please grade the following statements:

Offering Benefits would help increase value in what we are doing here.*

1 is Nope, 5 is Of Course

Lowering my exposure to workers compensation is valuable to me.*

1

2

3

4

5

1 is Nah...Roll the dice, 5 is Yes, anything to lower my potential cost is good

Benefits are ridiculously expensive.*

1 is Dirt cheap, 5 is Arm + Leg

I can't afford Benefits for my people.*

1

2

3

4

5

1 is Money is no object for me, 5 is Gonna make be bankrupt

My people can't afford benefits.*

1

2

3

4

5

1 is They are well compensated, 5 is They don't make that much

Benefits Education is CRITICAL to making sure that we are doing the BEST for my people. *

1

2

3

4

5

1 is Nah...they have the internet, 5 is Of Course! Education is extremly important

Benefits are too time consuming and complex to enroll.*

1

2

3

4

5

1 is Take all the time you need, 5 is Time is money to me. I need a fast yet effective solution

CONTRIBUTING TO YOUR EMPLOYEES BENEFITS IS NOT REQUIRED WITH US, but it is encouraged. We NEVER want to break your budget. How many dollars per employee/month would you be willing to contribute in a defined contribution if you liked what you see from us?*

$0 /month to $400 /month

What Benefits are most important to you (mark all that apply)?*

GREAT NEWS!

Based on the information that you gave us, we are EXTERMELY CONFIDENT that we can provide the benefits you and your people need, not break the bank, and be extremely efficient with your and your people's time.

Your agent would like to show you an UNDERWRITTEN APPROVED proposal and enrollment platform tailored to you and your team. The meeting usually doesn't go past 30 minutes.

We believe in efficiency combined with effectiveness for your company's growth and sustainability. THERE IS NO OBLIGATION WHEN MEETING WITH US.

Here's what we can promise:

*   The best carriers with benefit offerings with the best rates.
*   The best underwiting offers.
*   No pressure.
*   The best and most effective enrollment and customer service technology that      gives you and your people flexibility.
*   Concierge service for you as an employer and the best possible service for your people!

Would you like to schedule a time in the near future with your agent? We can come to you.

Yes, I'm interested in at least seeing what my options are.Nah, I was just curious, we'll keep doing what we're doing.

Desired Meeting Time:

SECTION 1 of 3 - YOUR BUSINESS

Employee Benefits offered with Dan Jones through Voluntary Insurance Partners