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Track the Efficacy of Your Wellness Plan Over Time

May 22, 2023, by New City Insurance

employee wellness programWellness plans are a smart investment for modern businesses. Research shows that wellness benefits help employees manage both preventable and chronic diseases, such as elevated cholesterol, high blood glucose levels, and obesity.

Incentive-based programs can motivate workers to stop smoking, lose weight and adopt healthier eating habits. However, it can be difficult to determine how effective these plans really are without accurate metrics.

Companies often use return on investment (ROI) to calculate the effectiveness of insurance programs by analyzing health claims data, however; tracking the efficacy of a wellness plan is more complex.

Measuring the effectiveness of a wellness program requires businesses to look at several areas, such as financial outcomes, health impact and participation. Over time, tracking the efficacy of a wellness plan can help improve the health of employees and save the company money.

The Importance of Measuring the Impact of a Corporate Wellness Program

Measuring the impact of a company-wide wellness program serves multiple purposes. First, it enables businesses to determine whether their wellness plan is reaching the company’s intended goals.

If a business discovers that this is not the case, it can make adjustments to improve the plan’s effectiveness. In some cases, a business may find that its investment must be scaled back.
Tracking the efficacy of a wellness plan can also show employees that the business cares about their health and well-being.

A successful wellness plan with proven results helps build transparency and trust between employees and employers, often resulting in greater employee loyalty and engagement. Employees who see the effectiveness of a corporate wellness plan are more likely to participate.

Understanding What Drives the Impact of a Wellness Plans

A successful wellness plan should involve extensive research and planning, a commitment from management, and employee buy-in and participation. However, there are also other factors that drive the impact of a wellness plan, such as collaborative team support, support from expert vendors, periodic evaluations, measurable goals and occasional updates.

person holding happy smileyAccording to a 2022 Employee Benefits Survey published by SHRM, approximately 41% of employers offer wellness information and resources to their employees.

Providing workers with the educational tools they need to achieve better health and well-being can be advantageous in all areas of their lives, including their productivity in the workplace. Well-executed wellness plans have been shown to increase employee retention, cut down on healthcare costs, and help employees achieve better overall job satisfaction.

Know Where Your Employees Are in Their Wellness Journey

Wellness plans are only successful if participants are engaged with the program. Engaged employees are more likely to dedicate their time and energy to maximizing their use of a wellness program, compared to some participants who may only be doing the minimum to get credit for participation. Employees are also more likely to stay with a program they find interesting and fun and can be realistically introduced into their life.

To encourage employees to invest their time in bettering their health, employers can implement a combination of strategies:

  • Appointing a motivated wellness coordinator
  • Offering programs that employees want
  • Providing incentives
  • Keeping benefits simple
  • Donating work time and resources

How to Evaluate the Effectiveness of an Employee Wellness Plan

Evaluation is an essential part of a workplace wellness plan. For any program to succeed in the long term, businesses need a way to consistently track its performance. The following steps can help companies track the efficacy of their wellness plans over time.

1. Establish Benchmarks

Benchmarking is an important process in which a company compares its business processes and performance metrics to best practices from other businesses and industry bests. These comparisons are typically measured in several ways, including by cost, time and quality.

Some areas to pull information from include employee activity levels prior to the start of the program, employee health, absenteeism patterns, retention rates, and employee satisfaction and productivity.

2. Set Goals and Define Key Performance Indicators (KPIs)

Every wellness plan should have a purpose, such as a program to promote healthier eating or a focus on mental health. Some wellness plans are designed to help employees better manage their financial stress to become better engaged and productive.

Once the goals for the wellness plan are determined, define measurable KPIs that can be easily measured for the goal the business is trying to achieve.

3. Analyze Performance and Outcome Data

employee wellness in wooden blocks with specs and notesAnalyzing data from operational performance and outcomes can give businesses greater insight into the efficacy of their wellness plan. Start by analyzing the leading indicators of the wellness program.

Determine how many people have signed up for activities that are part of the wellness plan, what activities employees are engaging with the most and which they are engaging with the least. Also, look at the outcomes of the wellness plan.

Have the participants had fewer healthcare claims in preventable areas compared to non-participants? Are dependents, such as children and spouses, also engaging in the program or does more need to be done to get dependents involved?

4. Request Feedback from Employees

One of the best ways to track the efficacy of a wellness plan over time is to ask employees directly about their experience. Companies can request feedback in several ways, such as through surveys, one-on-one sessions, or focus groups asking employees what aspects of the plan are working and which require improvement.

Feedback from employees can give businesses greater insight into the effectiveness of the program and can help explain data from KPIs.

5. Look for Signs of a Successful Wellness Plan

The success of a wellness plan may become evident over time. Some of the most common signs of an effective wellness plan include:

  • Low absenteeism – When a wellness plan improves the quality of healthcare access, many companies see lower absenteeism.
  • High productivity – Employees in good health are more likely to be productive and are less likely to experience burnout.
  • High retention rates – When employees feel that their employer is invested in their health and well-being, they are more likely to stay loyal and remain with the company for years.
  • Improved Recruitment – Job seekers are looking for more than a paycheck. An attractive wellness plan can lead to improved employee recruitment.

6. Make Changes Based on Evaluation Results

Measuring the effectiveness of a wellness plan does not just provide valuable insight but can also be useful for making improvements within an organization. Using a compilation of data and employee feedback, look for ways to improve the wellness plan, such as by adding new programs that employees are likely to use, or removing under-utilized ones.

Companies can also use these evaluation results to save money, such as by implementing benefits that lead to lower health risks and fewer claims.

Speak with New City Insurance About Optimizing Your Wellness Plan

Corporate wellness plans can provide many benefits to today’s businesses, such as lower healthcare costs, increased productivity, reduced absenteeism, reduced injuries, increased employee retention and reduced workers’ compensation claims.

The employee benefits consultants at New City Insurance can help enhance your wellness plan and other employee benefits to ensure peak efficiency and effectiveness. To learn more about New City’s proven strategies to optimize benefits and maximize cost savings, request a consultation online or call 888.210.2765 today.

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New City Insurance
New City Insurance
5.0
Briar Schwartz
Briar Schwartz
05:38 10 Apr 25
Working with the team at New City Insurance was a great experience, couldn’t recommend it enough. Being completely new to the insurance world, both Clayton and Eric were thoughtful and kind, and most importantly patient with my many questions. All in all 5/5 stars. Thank you New City!
Iris deBruin
Iris deBruin
03:24 10 Apr 25
The team at New City was incredible. Clayton walked me through every step, made everything easy to understand, and was always there when I had questions. I felt supported the whole way through—can’t recommend them enough!
Lea R
Lea R
22:46 09 Apr 25
New City was outstanding from start to finish. Incredibly professional, responsive, and genuinely caring. They made everything easy to understand and completely stress-free. Couldn’t recommend them more!
Brooks Chiongbian
Brooks Chiongbian
21:21 07 Apr 25
I ran into an issue with our carrier and Nick got right to the bottom of things. He and his team were incredibly responsive and helpful, making what could have been a frustrating situation so much easier to handle. They really went above and beyond to make sure everything was resolved quickly and smoothly. I’m super grateful for their support and highly recommend New City Insurance to anyone looking for a team that truly cares about their clients!
Elizabeth Teposte
Elizabeth Teposte
23:35 02 Apr 25
My Experience with New City has been amazing. Team Eric has been great, especially Nicholas Rebis their follow up time is a 10/10. I'm currently helping an employee out with her questions and have been running to Nicholas, before I say bye to our team member, letting her know I will follow up as soon as I hear something, I see his response. Thank you to the team for making it easier for me to assist our employees during difficult times.
Chelsea Antczak
Chelsea Antczak
17:54 02 Apr 25
New City Insurance is an outstanding company that genuinely prioritizes its clients. They are professional, highly knowledgeable, and always delivers the best solutions. I highly recommend them to anyone seeking a trusted insurance advisor who truly has your back.
Stephanie Gillon
Stephanie Gillon
19:16 22 Mar 25
I'm here to tell the world to look no further in your insurance search! Seriously, this company is it. I am beyond impressed with the skill set of this team. They are extremely motivated and dedicated to helping their clients and offer top-tier service. I was treated with such care and professionalism throughout our entire interaction together. Thank you, Eric and team, for being so thorough, kind, and efficient while helping me find the lowest prices possible!
Roshaun LaForce
Roshaun LaForce
23:06 20 Mar 25
New City Insurance has such a great team. They genuinely care about their clients and make the whole process easy!
Alec Remington
Alec Remington
00:54 20 Mar 25
A great team of hard workers. My experience with them has been nothing but positive. Highly recommended.
Morgan Ostrander
Morgan Ostrander
16:00 19 Mar 25
Great team to work with! They lowered our costs and have provided excellent service.
Zach Baker
Zach Baker
15:19 19 Mar 25
Eric and the team at New City Insurance are truly top-notch. It’s clear they genuinely care about their clients and work hard to provide the best service possible. Their integrity and dedication really set them apart. Highly recommend!
Momo Furusho
Momo Furusho
13:24 19 Mar 25
New City is run by not just a competent team, but people who genuinely care about providing the best service possible. Eric Calciano is a gem!
Allie B
Allie B
19:34 04 Feb 25
Excellent service and support from start to finish! The NCI team is professional, responsive and truly cares about their customers.
Deana Hartland
Deana Hartland
16:04 14 Jan 25
These guys are great and definitely go above and beyond. We were overcharged for a surgery that my husband had in Aug 2024 due to the contract that they had with our health insurance. It was very difficult trying to work and deal with trying to get this refund back from the surgical hospital we went to. A lot of playing phone tag with them. My husbands HR team got "Nicholas" involved and OMG.....he just handled everything. He stayed in constant contact with me via email on every step of the way. Eventually he was able to get this money refunded that was $997. He has been on top of it from day one. I must say he took all of the stress off of me dealing with this situation during my working hours and went ABOVE AND BEYOND the call of duty. I am so happy they got involved and relived me from dealing with this and the stress it would've caused me. You will be very blessed working with a company such as this. Keep doing what your doing!
Justin Hoffman
Justin Hoffman
02:52 17 Oct 24
Always quick to respond. This team is up early and late.
Roger
Roger
16:30 30 Aug 24
Eric Calciano, is as sharp and knowledgeable about health benefits and insurance, as anyone I've ever come across. If you need any kind of benefits analysis I highly recommend him and his firm. He is easy to work with and highly professional.
Timothy Burke
Timothy Burke
04:02 30 Aug 24
I don't leave reviews often, but this one is well deserved and overdue. Clayton provided services to my company prior to his move into the insurance world a few years ago. Always being incredibly impressed with his talent and strong communication skills, I decided to switch our insurance broker and give New City a shot. That turned out to be a great move.The first year, Clayton actually jumped on a plane and flew from Oregon to California just to be onsite and administer open enrollment for my 45 employees. Clayton, Eric, Jeff, Brendan, and the entire team have been a pleasure to work with over the years. The communication, response time, and insurance knowledge is second to none in my opinion. A legitimate 10/10. They are great listeners and strive to really understand the needs of their customers.I'm very selective about giving referrals and making recommendations, but New City has never disappointed. If you are reading these reviews to help make your decision on selecting an insurance broker, this team is 100% a solid option. And if you don't believe me, just look at the other reviews.
Megan Ketter
Megan Ketter
19:48 28 Aug 24
Excellent customer service. Brendan and team are professional, timely, and so appreciated when navigating this complicated insurance world. Very thankfully for them! Highly recommended.
Ailene Chow
Ailene Chow
23:15 26 Sep 23
We have been working with New City Insurance since 2019 at the start of our company and has not look back since. They are responsive and proactive when it comes to advise and also market analysis on what's there in the marketplace. Unfortunately insurance benefits costs has been increasing yearly with differences in the percentage of increase . The New City folks reaches out months before the impending increase takes places and help relook into options or recommendations that they see fit. We were a company of 2 to now 7 permanent staff . While we are small , this company still takes care of us well.
Carol Zhang
Carol Zhang
04:29 06 Mar 22
As a rapidly expanding national media organization, the employee benefits strategy and administration that New City has provided us during our growth has been invaluable. They have been proactive about informing us of the different benefit strategies available to us as we grow as well as managing the additional compliance laws and reporting requirements at each stage of our growth.
Claudia Villalobos
Claudia Villalobos
20:14 03 Mar 22
New City Insurance made navigating through all the health insurances super EASY. Their documents are highly informative, professional, and easy to work with. Thank you for making the process of choosing a health plan so simple. You guys are THE BEST!
Philippe Salas
Philippe Salas
17:02 22 Feb 22
I never expected to have a good time talking to an insurance salesman, but let me tell you Brendan was quite the treat. He was very helpful explaining the options and has a wonderful sense of humor. I hope to speak with him every time I call.
Jennifer Polito
Jennifer Polito
17:15 09 Feb 22
Super easy enrollment process. Fast and friendly customer service. If you are looking for an insurance company that is there for you every step of the way I highly recommend New City Insurance.
Rocky Salas
Rocky Salas
23:46 07 Jan 22
So friendly, I hope to speak to him again in all my future insurance needs.
Rocky Salas
Rocky Salas
23:38 07 Jan 22
So friendly and soft spoken. I hope to speak to him again in all my future insurance needs.
Jose Brena
Jose Brena
13:20 06 Jan 22
Eric Calciano has been extremely helpful in finding and selecting the right insurance coverage for our company. With many options out there Eric assisted us on getting a low cost provider saving more than 20% than from our competitors and providing excellent coverage for our employees.
Anastasia Beaverhousen
Anastasia Beaverhousen
17:05 28 Dec 21
Signing up for insurance was quick and easy. Felicity Sundsboe
SFCC
SFCC
22:08 29 Nov 21
Jeff Stoltey and his team provide excellent customer service. Jeff has always provided my company SFCC with straightforward options. I went to a larger insurance company only to RUN BACK to Jeff at New City Insurance. I recommend them to anyone needing insurance without hesitation.
Kevin Luby
Kevin Luby
19:13 22 Oct 21
Quick, easy & informative. We were able to secure quality insurance for our small business on a tight deadline. Thanks for the help New City.
Theresa Ruybol
Theresa Ruybol
19:30 01 Jul 21
Eric was so great with us. He was very patient and kind as we are a newer smaller organization who is growing rapidly. With that said, we had made our inquiry, he had great rapid response and mostly had to wait on me. Any request that we made and/or questions we had, he was great answering and helping us understand. Then when we were ready for all documents and to move forward, Brendan helped with getting that together and the two of them worked their magic on New City's end to notify me of what was needed, assist me in that process and confirming that all was complete and approved for the coverage. I just want to say thank you all again so much, as insurance has always been confusing to me, and you all made that process go a lot smoother.Thank you
Andrea Ordendorff
Andrea Ordendorff
21:06 07 May 21
I've been working with both Clayton and Brendan for well over a year. As the purchase of our dental practice was delayed well over 14 months they both patiently supported me and continued to make themselves available. When we were officially ready to sign up they made the whole process seamless and super easy. This team is highly knowledgeable, professional, supportive, and efficient! I can't thank them enough for everything they've done.
T W
T W
22:32 30 Aug 20
I love New City Insurance. I never had a good experience dealing with insurance brokers until I started working with Brendan. He’s awesome! He is patient with me and takes the time to answer all my questions. I’m very grateful for all his help and hard work!
Mary Jane Deyette
Mary Jane Deyette
00:57 11 May 20
Jeff Stoltey is so awesome...even thru my company had only two employees, he took the time each year to research and find the best plan for us. The only reason I am leaving New City Insurance is because we no longer have any employees. Thank you Jeff
Alma Ortiz
Alma Ortiz
22:25 23 Feb 20
Brendan was awesome! I couldn't figure out how to pick my plan and he returned my call on a weekend to help me. Outstansing service!
jessica kavanagh
jessica kavanagh
19:53 13 Feb 20
Brendan was so helpful I definitely recommend him if you’re in need of good help and getting it done promptly. Thankyou so much again.
Tricia DeYoung
Tricia DeYoung
19:49 13 Feb 20
I was very thankful I inquired about this info. with Brendan. He was very helpful so I understand the benefits available much better now. Thank you Brendan.
B Bayer
B Bayer
17:43 24 Sep 19
NCI handled almost everything from start to finish. Clayton and Brendan made the plans easy to understand and walked me through the application process. They got me my ID numbers before my cards arrived so that I could keep an appointment I had already scheduled. My last broker wouldn't have done that. 5 stars!
Jessica Lehr
Jessica Lehr
03:36 07 Jun 19
Our staff was interested in a health plan, but we didn't know how beneficial a solid employee benefits package would be for our business to expand. We'd lose prospective employees because they had more options for their medical insurance which was sometimes more valuable than more pay. The New City team was amazing and gave us as many affordable options as possible so that everyone had their needs met.
Mike McClay
Mike McClay
19:36 03 May 19
My employer uses New City as their insurance broker, and I'm always amazed when I call in for assistance by how knowledgeable and attentive their staff is with my requests. Their online benefits platform makes selecting insurance plans pretty darn easy. I would highly recommend their services.
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