Share exclusive plan design and cost management data with clients in real time, and use key findings and trend data to inform and entice prospects. The new UBA Health Plan Survey dashboard provides you with the ability to slice and dice data on your phone, tablet, or laptop within minutes, right in front of your clients. And, the new 2018 UBA Health Plan Survey Executive Summary brochure highlights the impact of the ACA, out-of-pocket costs, employer and employee cost comparisons, wellness incentives, and more. These proprietary Partner tools are now available to help differentiate your Firm as a thought leader in your local market

New UBA Health Plan Survey Data Dashboard

You'll find your Firm's log-in credentials for the new dashboard in the the upper right corner of the Health Plan Survey page on the Wisdom Network. After you log in to the new benchmarking dashboard, you will see a thumbnail graphic of your Book of Business reports, the 10-year database, and your individual Client Reports. As you scroll over each of the thumbnails, select the view button to display a set of new thumbnail dashboards. As you navigate through the dashboards, you will have the ability to change the data viewed using the radio buttons and drop-down menus located in the side bars.

Upcoming Training

To help you get started, UBA is conducting two live training sessions. The training will cover the basics of navigation and exporting data. Each webinar will be recorded and posted on the UBA Wisdom Network on the UBA Health Plan Survey page.

• Learn how to easily query data on your phone, tablet, or laptop within minutes
• Compare national, regional, state, industry, company size information
• View 2018 data or choose to see two, three, or up to 10 years of trends
• Export diagrams and graphic reports to use in client presentations, prospect marketing, or to market your firm as a thought leader

Health Plan Survey Executive Summary

Partners attending the Fall Conference were able to preview the Health Plan Survey Executive Summary. The co-branded brochure is now available on AdEase for download with your Firm logo and address. Log in to AdEase from the Wisdom Network, then select Surveys > Health Plan Survey > 2018 Health Plan Survey Communications.

Want printed copies?

Complete this order form to order printed copies. UBA will be accepting orders through October 8, 2018. If you are ordering co-branded brochures, you'll receive a proof the week of October 15. Printed brochures will be shipped to Partners the week of October 22.

Pricing for the printed Executive Summary will be based on the combined Partner orders to get the lowest possible cost per piece. The estimated costs are:

Standard UBA-branded brochures     $0.60 to $0.95 per brochure + shipping
Co-branded brochures                          $1.25 to $2.00 per brochure + shipping

Questions? Contact support@ubabenefits.com