We are pleased to announce that our latest round of Health Plan Survey reporting enhancements are now available to all Partner Firms. Based on feedback from the Partnership and direction from the UBA Survey Committee, these enhancements focus on table-based reporting that can be used directly with clients or as the foundation for customized analytics that are as unique as our Partners.
Don't forget to keep entering your plans as they renew throughout the year! The sooner you enter your plans, the earlier reporting based on the 2020 Health Plan Survey
We have worked to make our new reports as intuitive and user-friendly as possible, while maintaining a high degree of customization to make them a valuable resource to novice and veteran Health Plan Survey users alike. Highlights of these reporting enhancements include:
- A re-imagined Future Client Report Generator with 3 companion reports focused on advanced prospect reporting and table-based client reporting
- A simplified report filtering approach that has added new Partner-requested filters (NAICS Industry Sub-sector, Funding Method, Type of Organization) and expanded report metrics
- Excel exportability of our new table-based reports
The breakout session at the UBA Fall Conference provided an overview of these enhancements. Stay tuned for more information on the Conference recap, with the and recordings of this session. Also, our September HPS Webinar will feature a walk-through of these enhancements. Additional details and webinar registration will be distributed in the near future.
Access these enhanced reports and try them for yourself. Log in to the HPS portal from the Health Plan Survey Wisdom Network page.
We thank the members of the UBA Survey Committee whose generous contribution of time and ideas helped make these enhancements possible:
Aaron Thorburn |
Shepard & Walton Employee Benefits |
Brent Matthews |
TrueNorth Companies, LLC |
Brian Durham |
BIS Benefits, Inc. |
Brian Goff |
Insurance Solutions |
Cara Kahan |
Lang Financial Group |
Charles Carlson |
Benefit Intelligence, Inc. |
Christine Nieves |
Selden Beattie |
Connie Bartoo |
Olivier-VanDyk Insurance Agency, Inc. |
Erik Hokinson |
EBS |
Jen Howe |
Kaminsky & Associates, Inc. |
Lisa Famous |
The Megro Benefits Company |
Mary Drueke-Collins |
Swartzbaugh-Farber & Associates, Inc. |
Niko Washington |
Johnson & Dugan Insurance Services Corporation |
Phillip Tarpley |
D & S Agency |
Ryan Kastner |
Innovative Benefit Planning, LLC |
Scott Deru |
Fringe Benefit Analysts, LLC |
Thomas Rubino |
ClearPath Benefit Advisors, LLC |
Please contact us with any questions or feedback concerning the UBA Health Plan Survey at support@ubabenefits.com.