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You Are Invited!

Employee Benefits Analysis

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Our proprietary approach to providing organizations with a complimentary analysis and executable design to increase employee benefits ROI.

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Page 1: Employee Benefits Analysis

You Are Invited!

Page 2: Employee Benefits Analysis

Dear Executive,

The benefits team at Crawford Advisors is formally inviting you to participate in an event with your organization’s financial well being in

mind.It’s called…

Page 3: Employee Benefits Analysis

The Advantage – a unique benefits process™

In this on-site workshop we pull together pieces of the employee benefits puzzle to answer several critical questions that could be

impacting your bottom line. Questions like…

Page 4: Employee Benefits Analysis

Return on Investment

How do I measure and drive a greater Return on Investment for the employee benefit dollars I am already spending?

Page 5: Employee Benefits Analysis

Technology

How can I use technology to improve employee productivity, reduce healthcare costs and increase benefits ROI?

Page 6: Employee Benefits Analysis

Choices

Are the healthcare choices my employees make impacting my bottom line? Is healthcare really “free” once the deductible is met? What can

be done to help effectively educate employees on their role in controlling costs?

Page 7: Employee Benefits Analysis

Wellness

If wellness is just defined as fruit, vegetables, health fairs, newsletters, and pedometers, can it really impact my bottom line? How can I

redefine it to make it work for my company?

Page 8: Employee Benefits Analysis

Communication

Can communication strategies really improve the level of employee engagement? What does that do to my bottom line?

Page 9: Employee Benefits Analysis

Risk

What are the real risk factors associated with compliance issues? How can I get it right, improve efficiencies and minimize my compliance

risk?

Page 10: Employee Benefits Analysis

Employee Advocacy

What is real advocacy? How can it create efficiencies, improve employee retention and impact my bottom line?

Page 11: Employee Benefits Analysis

The Advantage – a unique benefits process™

Dear Executive,

Until now, The Advantage has been reserved for our current clients. However, we at Crawford Advisors would like to extend to you an exclusive opportunity…

We are inviting you to join us for your own Advantage workshop. This eye-opening experience promises a single result: to help you find the best bottom line for your workforce and benefits initiatives.

Every company is different, so your workshop is facilitated at your office, with your team. We know that once we begin, you’ll soon discover the power of this structured workshop and how we uncover your benefit challenges, strengths and opportunities.

Although you are not a client, we are willing to do this work at no cost. Our experience tells us a certain percentage of potential clients will hire us because of the results from the work we do together. Simply put, they see our value and want more.

What’s most important is that you and your team will have some real clarity about the employee benefit challenges, strengths and opportunities you are experiencing along with the strategy and tools you will need to optimize your company’s employee benefits ROI.

I hope you take us up on this offer.

Sincerely,

William J. “Billy” Grossmiller, V – Corporate Benefits [email protected]

Reagan M. Crawford – Managing [email protected]

Crawford Advisors, LLC

Page 12: Employee Benefits Analysis

We don’t know how we can help someone unless we first seek to understand.Understand your current situation and what you are trying to accomplish.

If we understand those two things, then we can help create a vision and build a plan to help them realize it.

Once we build them a plan we can then, and only then, begin to show our tools, capabilities and resources as relevant.

- Reagan M.Crawford

Page 13: Employee Benefits Analysis

Who We AreMission • Vision • Values

Mission

Respecting individual needs and recognizing the human and financial responsibilities, we partner with our clients to provide innovative employee benefit management solutions.

Vision

We are driven with empathy, understanding and commitment to be the best employee benefit solutions provider.

Values

Integrity, Teamwork, Respect, Commitment, Stewardship

CrawfordAdvisors, LLC

What We DoAt Crawford Advisors, LLC, we combine innovative technology, human capital, and a commitment to service to help companies of all sizes maximize the value of their employee benefits investment. We have assembled a company of experts from all areas of the benefits industry to bring you the best in experience and innovation.

Each member of our team offers a unique set of skills, knowledge and perspective when it comes to working with our clients to design, implement and administer their health, life, disability and voluntary benefit programs.

Consulting • Brokerage • Administration

Page 14: Employee Benefits Analysis

Why Every lasting man made structure started with a blueprint, why would your

benefits be any different. One of the biggest challenges faced by employers today is recognizing that over 90% of their corporate assets walk out the front door each night… How do you

ensure they come back the next day? Most successful businesses know that if they convert their largest corporate

expense into an asset they will have an ADVANTAGE in their marketplace. What are we talking about – their workforce.

Our Commitment

Upon completion of Phase One of The Advantage you will receive a complimentary blueprint. This blueprint is a strategic plan for all of your

executive and employee benefits that if executed well, will bring your benefit plans to the next level.

200 International Circle, Suite 4500 • Hunt Valley, MD 21031

555 East Lancaster Avenue, Suite 640 • Radnor, PA 19087

1.800.451.8519

www.CrawfordAdvisors.com