ASO Benefit Math From a Client Perspective

ASO can make sense on paper, but clients need to understand what the numbers mean for their business. When the conversation becomes too focused on insurance terminology, it can be difficult for employers to see how claims, fees and plan costs connect.

In this session, we’ll look at ASO benefit math from the employer’s point of view. Using practical examples and straightforward calculations, we’ll break down how an ASO plan works financially and help advisors explain the model in terms clients can use to evaluate their options.

We’ll cover

• The basic financial components of an ASO benefits plan
• How claims and plan expenses translate into employer costs
• How to walk a client through ASO calculations in plain language
• Examples showing how different claims scenarios can affect plan costs
• Questions employers should consider when assessing ASO funding
• How advisors can make the financial conversation easier for clients to understand
• Q&A session

You’ll leave with a clearer way to explain ASO funding and benefit plan costs from the client’s perspective, helping employers understand the financial mechanics behind the plan.

This session is presented by The Benefits Trust, Canada’s largest independent third-party administrator, ensuring you have the tools and knowledge to serve your clients better.