How BAI Works For Brokers
The whole benefit of being all in.
A turnkey process that drops into your client relationships and produces outcomes worth leading with.
Process Overview
Benefits All In works alongside your existing book without changing your role or your client relationships. We start with an Impact Analysis that estimates potential savings inside the client's plan, then carry implementation while you lead the strategy.
Step-By-Step Process
How BAI Works For Brokers
1. Impact Analysis
Your client's census, plan, and experience data reveal where savings live.
2. Chubb Products
Optional Chubb voluntary benefits complement your client's existing medical plan.
3. Enrollment Strategies
An enrollment approach that fits your client's team and existing systems.
4. Implementation Timing
Launch happens at open enrollment or mid-year via BAI Smart Start.
5. Staff Communication
Email, intranet, text, and benefit guides get your client's team ready.
6. BAI Handles The Rest
Ongoing surveys, data-based research sessions, and monthly reports keep results visible to you.
The Benefits Resource Engine
The Head & Heart Of All We Do
Proof Points
Real Impact For Brokers
11:1
average return on investment for long-term partners
97%
member satisfaction
82%
of members complete the satisfaction survey
Learn More
Broker FAQ
Get answers to frequently asked questions about Benefits All In and how our Employee Coverage Optimization services support employers and employees.
What is Employee Coverage Optimization?
Employee Coverage Optimization is a proactive, household-level approach to benefits that helps every employee choose coverage that fits their life while lowering costs for employers.
How does Benefits All In lower healthcare costs?
BAI helps employees find coverage suited to their household across federal, state, and private options, reducing concentrated plan spend and stabilizing costs at renewal.
What is the ROI of working with Benefits All In?
Employers working with BAI report an average 11:1 return on investment for long-term partners alongside $791 in average savings per medically enrolled employee at twelve months or more.
How does Benefits All In help brokers stand apart?
BAI gives brokers a category-defining Employee Coverage Optimization offering that goes beyond plan design, allowing them to bring measurable outcomes into every renewal conversation.
Does Benefits All In compete with brokers?
No. BAI complements broker relationships by adding household-level coverage guidance that brokers cannot deliver at scale on their own, strengthening client retention without changing the broker's role.
How does Benefits All In work for brokers?
BAI works alongside your existing book of business without changing your role. The process starts with an Impact Analysis to estimate savings inside a client's current plan, then BAI handles implementation while the broker continues to lead the strategic relationship.
What is the BAI Impact Analysis?
The Impact Analysis reviews your census, medical plan information, and experience report to estimate the savings opportunities available inside your existing plan before any commitment is made.
How do I submit a client for an Impact Analysis?
Brokers and Chubb representatives submit a client's census, medical plan information, and experience report through the BAI intake form, after which a BAI regional sales representative schedules a call to review the estimated savings opportunity.
Where can I track the status of an Impact Analysis request?
Partners can track the status of any Impact Analysis request through the BAI Impact Analysis Portal, which provides ongoing visibility into where each submitted client stands in the review process.