Profile of a Ideal Worksite Customer

1. Existing employer/employee relationship – but not always required
2. Low employee turnover (less than 15% annually)
3. Moderately paid workers ($25k - $50k) w/discretionary income
4. Broker support to help secure and convince employer to allow full employee access
5. Employer buy-in to ensure full employee access to ensure full understanding of plans offered
6. Stable industries
7. Small, medium, and large employers
8. Established companies with positive growth preferred
9. High blue/gray collar content and white collar clients
10. Low risk jobs
11. Payroll deduction capabilities
    
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