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Financial Professionals Helping you achieve clients’ participation goals at enrollment time

Helping you achieve clients’ participation goals at enrollment time

Helping you achieve clients' participation goals at enrollment time

Our new education hub is a great resource for you and your clients to help employees understand the value of voluntary (employee-paid) benefits from Principal®... and the importance of their participation.

Man and a woman conversing in an office.

With 73% of employees wanting more education about their benefits, you—and our new Employee Benefits Essentials—can be a key resource in providing that education during your clients’ annual enrollment.

Build your benefit administration platforms

Copy and paste the benefit descriptions below into the benefit administration platforms to help your clients and their employees understand the benefit options available. Please note that items in brackets indicate placeholders for variable content that you will need to update.

Accident insurance
  • If you or a covered dependent are injured in an accident after your benefit starts, you’ll receive a lump-sum payment.
  • Examples of accidents: broken bones, concussions, stitches, and sports injuries.  
  • Benefit payments can be used for anything you choose.
  • Benefit amounts are paid based on injury: accident insurance benefit schedule.
  • Simplified claims process: a confirmed diagnosis by a doctor is needed, but itemized receipts are not required.
  • Receive an additional [$50, $100, $150] payment each year by submitting a claim after getting one of these eligible health screening procedures.*
  • Claim reimbursements are subject to contract provisions and review. 

Employee education resources
Accident insurance video (1:14)
Wellness benefit flyer
Accident insurance education web page

* Not available in all states. Refer to your benefit booklet for a list of covered tests and amount covered. 

ACCIDENT INSURANCE PROVIDES LIMITED BENEFITS.

Leverage annual enrollment resources

The resources below can help you and your clients prepare for a successful annual enrollment.

    Benefit education for employees

    Our new Employee Benefits Essentials is the go-to resource for you, your clients, and their employees to learn more about our full suite of benefits. It includes FAQs, videos, and more to help make informed decisions at enrollment time.

    All eligible employees will receive a personalized email from Principal during their employer’s annual enrollment period. This message will encourage employees to:

    • Visit Employee Benefits Essentials to learn more about the Principal employee-paid benefits they’re eligible for—but not currently enrolled in.
    • Contact you and their employer for more information about benefit costs, enrollment process, etc. 
    Resources for employers

    Share the resources below with your clients to help them achieve a successful benefits enrollment event: 

    Enrollment support for you

    Contact our team of enrollment specialists to help you:

    • Further strengthen relationships with clients
    • Stand out from the competition
    • Maximize employee participation, while minimizing enrollment effort
    • Increase sales opportunities

    Leverage their support to:

    • Participate in pre-sale and implementation calls to determine enrollment strategy
    • Develop customized plans based on employer characteristics for onsite meetings, one-on-one counseling, virtual, and teleconferences at no cost
    • Create best-practice enrollment strategies
    • Understand benefit contracts, technology, enrollment forms, benefit premiums, and other resources
    • Provide benefit education for new and existing clients
    • Provide Spanish benefit education and enrollment assistance
    I'm glad my employer has these options. It definitely makes me feel valued as an employee; makes me feel that they care about my family and who we are, other than just an employee.
    Principal claimant