Benefits Blueprint

1

💸 What three emergencies would hit your team the hardest?* This field is required.👉 (Pick the 3 that would give your team peace of mind) ...➡️ NEXT

✅ Short-term injury or illness (STD)

✅ Long-term disability or loss of income (LTD)

✅ Death of an employee (Life Insurance)

✅ Serious illness like cancer or stroke (Critical Illness)

2

Income Score – Risk STDIncome Score – Risk STD

3

Income Score – Risk LTDIncome Score – Risk LTD

4

Income Score – Risk LifeIncome Score – Risk Life

5

Income Score – Risk CIIncome Score – Risk CI

6

🛑 Is WSIB enough protection for your team?* This field is required.Would WSIB be enough if something happened to an employee outside of work?

✅ Yes — WSIB is sufficient

🔴 No — We’d prefer 24-HOUR Protection

7

Income Score – WSIBIncome Score – WSIB

8

🆘 How financially prepared are your employees for emergencies?* This field is required.We’re talking about unexpected illnesses or life events. How ready is your team?

✅ Very prepared — most have their own insurance

➡ Somewhat prepared — some could struggle

🚫 Not prepared — they’d rely on us

9

Income Score – PreparednessIncome Score – Preparedness

10

Income ScoreIncome Score

11

❤️‍🩹 Which paramedical services would your team value most? (Pick up to 4)* This field is required.Select the practitioners your team is most likely to use. ...➡️ NEXT

💆 Registered Massage

🩼 Physiotherapy

🩻 Chiropractor

👩‍⚕️ Naturopath

🥗 Dietitian / Nutritionist

💪 Osteopath

💉 Acupuncture

👟 Podiatrist

12

Health - MassageHealth - Massage

13

Health - PhysioHealth - Physio

14

Health - ChiroHealth - Chiro

15

Health - NaturoHealth - Naturo

16

Health - DietHealth - Diet

17

Health - OsteoHealth - Osteo

18

Health - AccuHealth - Accu

19

Health - PodiatristHealth - Podiatrist

20

🧠 How important is Mental Health Support for your team?* This field is required.Is this something your team would actively use and appreciate?

✅ Very important — must-have

➡ Nice to have

🚫 Not a current priority

21

Mental HealthMental Health

22

👓 Do your employees (or their families) Wear Glasses or Contacts?* This field is required.Vision care can be surprisingly important — how many would benefit?

✅ Most

➡ Some

🚫 Very few

23

Health GlassesHealth Glasses

24

💊 What kind of Prescriptions do your Employees Use?* This field is required.Are you covering just the basics, or more complex and costly medications?

🔵 Some High-cost or specialty drugs

🟢 Mostly basic or maintenance meds

🔴 Not many use prescriptions

25

Health PrescriptionsHealth Prescriptions

26

🩺 Are Diabetic Supplies or Medical Equipment such as CPAP machines being used?* This field is required.This helps us know if extended medical coverage is needed.

✅ YES

🚫 NO

27

Health SuppliesHealth Supplies

28

Health ScoreHealth Score

29

🦷 What Dental Services would be Most Used? (Select Two)* This field is required.Where’s the real dental value? Pick the top 2 services your team needs most. ...➡️ NEXT

🔵 Cleanings, fillings, and x-rays

🟢 Orthodontics (braces for kids)

🔴 Major restorative (crowns, bridges, dentures)

30

Dental CleaningsDental Cleanings

31

Dental OrthoDental Ortho

32

Dental MajorDental Major

33

⏰ How often should Dental Visits be covered?* This field is required.How frequently do your employees want to visit the dentist?

📅 Every6️⃣ months

📆 Every9️⃣ months

🗓 Once a year

34

Dental How OftenDental How Often

35

💰 Would a $2,000 dental bill (e.g., crowns, caps or wisdom teeth) be a major concern?* This field is required.Out-of-pocket dental costs can add up. How big a deal would it be?

🟢 No, not really a concern

🔵 It would sting, but manageable

🔴 Yes, that would be significant

36

Dental Out of PocketDental Out of Pocket

37

Dental ScoreDental Score

38

🌱 Which extra services would your team find most valuable? (Pick up to 4)* This field is required.These flexible extras give your plan some personality — what would your team actually use?

💻 24/7 Virtual Doctor Access

🚼 Family Planning Assistance

🚚 Pharmacy Direct Delivery

🧠 Mental Health Resources

🧑⚕ Best Doctors (Second medical opinion)

💸 Financial Coaching

⚖ Legal Assistance

🚫 None of these

39

Wellness VirtualWellness Virtual

40

Wellness Family PlanningWellness Family Planning

41

Wellness Pharmacy DeliveryWellness Pharmacy Delivery

42

Wellness Mental HealthWellness Mental Health

43

Wellness Best DoctorsWellness Best Doctors

44

Wellness Financial CoachingWellness Financial Coaching

45

Wellness LegalWellness Legal

46

Wellness NoneWellness None

47

💳 Would a “just in case” Health Spending Account (HSA) be helpful?* This field is required.HSAs are flexible funds employees can use for anything health-related.

🟢 Yes — peace of mind and flexibility

🔵 Maybe — depends on the cost

🔴 No — we wouldn’t use it

48

Wellness HSAWellness HSA

49

📈 What would your employees value more — a raise or better protection?* This field is required.You have $2 to spend. Where would it have more impact?

💵 Wage

💡 Platinum Benefits Plan

50

Wellness RaiseWellness Raise

51

Wellness ScoreWellness Score

52

Total Priority ScoreTotal Priority Score

53

Income PercentIncome Percent

54

Health PercentHealth Percent

55

Dental PercentDental Percent

56

Wellness PercentWellness Percent

57

Income AllocationIncome Allocation

58

Health AllocationHealth Allocation

59

Dental AllocationDental Allocation

60

Wellness AllocationWellness Allocation

61

Underutilization Message

62

Coverage Gap Message

63

Top 2 Areas Message

64

Rebalancing Message

65

top_priority_1top_priority_1

66

top_priority_2top_priority_2

67

Normalized_IncomeNormalized_Income

68

Normalized_HealthNormalized_Health

69

Normalized_DentalNormalized_Dental

70

Normalized_WellnessNormalized_Wellness

71

Income_PercentIncome_Percent

72

Dental_PercentDental_Percent

73

Health_PercentHealth_Percent

74

Wellness_PercentWellness_Percent

75

Weighted_IncomeWeighted_Income

76

Weighted_HealthWeighted_Health

77

Weighted_DentalWeighted_Dental

78

Weighted_WellnessWeighted_Wellness

79

Weighted_TotalWeighted_Total

80

Final_Income_DollarsFinal_Income_Dollars

81

Final_Health_DollarsFinal_Health_Dollars

82

Final_Dental_DollarsFinal_Dental_Dollars

83

Final_Wellness_DollarsFinal_Wellness_Dollars

84

Normalized_WellnessNormalized_Wellness

85

Total_Normalized_ScoreTotal_Normalized_Score

86

Income Protection ScoreIncome Protection Score

87

👥 What’s your team’s life stage?This helps us understand what types of benefits would support your team best.

🔵 Early career (under 35)

🟢 Mix of ages

🟠 Mid-late career (over 45)

88

🏠 Household types?Is your team mostly single, or do they have spouses and families?

🟠 Mostly Single

🔵 Mostly Couples

🟢 Mostly Families

🟣 A Balanced mix

89

📚 How informed is your team about benefits?Are they curious and engaged — or would they need more education?

🟢 Very informed

🟠 Not very informed

🔵 Somewhat informed

90

Your Perfect BENEFITS BLUEPRINT

Tailored recommendations based on your team's needs

🎯 Top Priorities

to focus on...

🏥

Health Benefits

{Weighted_Health}%

🛡️

Income Protection

{Weighted_Income}%

😁

Dental Coverage

{Weighted_Dental}%

🌿

Wellness & Lifestyle

{Weighted_Wellness}%

💰 Budget Allocation

per $100 spent...

🏥 Health${Final_Health_Dollars}

🛡️ Income${Final_Income_Dollars}

😁 Dental${Final_Dental_Dollars}

🌿 Wellness${Final_Wellness_Dollars}

Download your Complete Benefits Blueprint instantly

✓ Save Money ✓ Build Better ✓ Customize It

🚀 Click "NEXT" for Instant Delivery!

91

👋 Who am I sending this to?* This field is required.Tell us your name so we can personalize your results and connect like real humans.

First Name

Last Name

92

Where should I send your Blueprint?* This field is required.Pop in your best email—I’ll send your personalized breakdown there. No spam. No pressure. Just something you’ll actually want to read.

email

93

What’s your Company name?* This field is required.I’d love to know the name of your business so I can tailor what I send your way. No fluff—just relevant insights.

Company Name