Our Process and What to Expect
Step 1:
Discovery Meeting
The Discovery Meeting is our first conversation — whether in person, over the phone, or through a virtual session. This step is all about understanding your business at a deeper level so we can determine whether our solutions are the right fit for your goals.
Purpose of the Discovery Meeting
The goal is simple: learn, listen, and understand.
During this conversation, we explore:
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Your business structure and workforce needs
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What’s working well in your current benefits strategy
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Where gaps, frustrations, or rising costs may be impacting your team
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Your priorities for employee well‑being, retention, and financial efficiency
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Whether our zero‑net‑cost approach aligns with your goals
This meeting is not a sales pitch — it’s a strategic conversation designed to uncover whether partnering together makes sense.
What You Can Expect
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A relaxed, professional discussion focused on your business
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Clear questions that help us understand your challenges and objectives
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Insight into how supplemental benefits and wellness programs can support your goals
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An honest assessment of fit — if we’re not the right solution, we’ll tell you
Why This Step Matters
Every business is unique. Before we recommend anything, we need to understand your people, your culture, and your financial priorities. The Discovery Meeting ensures that any solution we propose is tailored, strategic, and built around what matters most to you.
Step 2:
The Strategic Review & Solutions Session
Step Two is where we take everything learned in the Discovery Meeting and turn it into a clear, customized path forward. This conversation works best in person or via webinar, and we strongly recommend that all decision-makers attend so everyone can evaluate the solutions together and move forward confidently.
Purpose of the Strategic Review
This meeting is designed to connect your challenges with practical, high‑value solutions.
We focus on three core objectives:
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Review your current benefits landscape
We revisit what you shared in Step One — your goals, pain points, and opportunities — to ensure we’re aligned and nothing is overlooked.
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Present upfront solutions tailored to your needs
You’ll see how supplemental benefits, wellness programs, and zero‑net‑cost strategies can address your specific challenges and strengthen your overall benefits strategy.
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Provide a deeper understanding of who we are and how we operate
We walk you through our process, our partnerships, our results, and the measurable impact we deliver for employers and employees.
What You Can Expect
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A clear, structured review of your needs and priorities
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Visual or guided walkthroughs of recommended solutions
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Transparent explanations of how each option supports your goals
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Real examples of outcomes, savings, and employee impact
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A collaborative discussion — not a sales pitch
This step is interactive and designed to help you see exactly how our solutions fit into your business.
Step 3:
Employee Census & Savings Analysis
Step Three is where we move from high‑level strategy into precise, data‑driven results. At this stage, we partner directly with your HR or accounting team to gather your employee census and any necessary payroll details. This information allows us to calculate the exact savings your business can achieve through the DCBG SIMERP and Amaze Health programs.
Purpose of the Census & Analysis Phase
This step ensures we have a complete and accurate picture of your workforce so we can determine:
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Your total projected employer savings
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The exact dollar amount each employee will have available to apply toward additional voluntary benefits
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How our zero‑net‑cost structure integrates with your current payroll and benefits setup
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The financial impact on both the business and the employees
This is where your potential results become tangible.
How the Process Works
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Our dedicated specialists work directly with your HR or accounting team
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We collect the employee census and any required payroll data
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We run a detailed analysis using our proprietary savings model
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We calculate individualized employee benefit allowances
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We prepare a clear, easy‑to‑understand report outlining your total savings and employee benefit access
Your team doesn’t have to figure anything out alone — our specialists guide the entire process to make it smooth, accurate, and efficient.
What You Can Expect
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A simple, streamlined data‑collection process
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Full support from our specialists at every step
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Transparent calculations and clearly documented results
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A breakdown of savings at both the employer and employee level
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A preview of how voluntary benefits can be funded through the program
Why This Step Matters
This is the moment where strategy becomes reality.
By analyzing your census, we can show:
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Exactly how much your business will save
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Exactly how much each employee can use toward voluntary benefits
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Exactly how our programs fit into your existing structure
With this information, you’ll have a complete financial picture — empowering you to make a confident, informed decision about moving forward.
Step 4:
Seamless Enrollment & Employee Engagement
Once your decision makers choose to move forward, Step Four is all about making enrollment effortless for your team and highly engaging for your employees. We work closely with you to determine the best enrollment method based on your business structure, workforce needs, and communication preferences.
Purpose of the Enrollment Phase
This step ensures every employee understands their benefits, knows how to enroll, and feels confident using the programs available to them. Our goal is to maximize participation and make the process simple for both leadership and staff.
How Enrollment Works
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We collaborate with your HR or accounting team to select the ideal enrollment format
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Our specialists handle all setup, scheduling, and coordination
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We provide clear communication materials to ensure employees know what to expect
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We deliver training and support throughout the entire process
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We guide employees through their benefit options and enrollment steps
Your team doesn’t have to manage the details — we take care of everything.
Enrollment Options
While in‑person enrollment typically delivers the strongest engagement and participation, we also offer:
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Webinar‑based enrollment sessions
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Online enrollment tools and virtual support
This flexibility ensures every employee has access to the information they need, regardless of location or schedule.
What You Can Expect
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A fully managed enrollment process from start to finish
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Professional communication that builds excitement and clarity
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Easy‑to‑follow training for employees
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High participation rates driven by our hands‑on approach
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A smooth transition into the DCBG SIMERP and Amaze Health programs
Why This Step Matters
Enrollment is where your employees begin experiencing the value of the program firsthand. By managing the process for you, we ensure:
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Strong employee engagement
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Clear understanding of benefits
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Maximum participation
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A positive rollout that reflects well on your organization
With Step Four complete, your team is fully enrolled, supported, and ready to take advantage of the savings and benefits your decision makers approved.
Step 5:
Immediate Savings & Ongoing Partnership
Once coverage begins, your organization starts experiencing the benefits right away. From day one, you’ll see immediate savings, improved employee engagement, and a healthier, more supported workforce. But Step Five isn’t just about activation — it’s about partnership.
Purpose of the Activation Phase
This step ensures your business receives the full value of the DCBG SIMERP and Amaze Health programs from the moment they go live. At the same time, we establish a long‑term support relationship with your team to keep everything running smoothly.
What Happens Once Coverage Begins
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Immediate employer savings begin through your payroll structure
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Employees gain access to their new benefit allowances and wellness resources
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Engagement increases as employees begin using their programs
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Your organization sees the first measurable impact of the partnership
And this is only the beginning — our support continues well beyond activation.
Your Dedicated Support Partnership
From the moment enrollment is complete, our team becomes an extension of yours. We provide:
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Ongoing support for HR and management
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Direct assistance for employees who have questions about their benefits
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Guidance for new hires, ensuring they’re smoothly onboarded into the program
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Continuous communication and education to keep participation strong
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Proactive check‑ins to ensure everything is functioning as expected
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Fast response times for any issues or questions that arise
You’re never left to manage the program alone — we stay actively involved to ensure your team continues to benefit.
Why This Step Matters
Immediate savings are powerful, but sustained success comes from partnership.
Step Five ensures:
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Your savings continue month after month
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Employees stay engaged and informed
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New hires are integrated without disruption
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HR and leadership have ongoing support
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Your benefits strategy remains strong and efficient over time
With Step Five complete, your organization is not only saving money — it’s backed by a dedicated team committed to your long‑term success.