We’re Here to Help You Support Your Clients
As a group advisor, we know you juggle many clients and a myriad of programs and products.
We believe the more a client (and their employees) understands how their assistance program works, the more confidence they will have in you as an advisor, and the more they will use the program. Everybody wins.
That’s why we provide you with resources and support for everything from initial client conversations to building a productive, ongoing client relationship.
Learn more about our approach and how we can help your clients:
- brochures for your clients, the program users
- guides for you, the group insurance advisor
Arive® helps organizations support employees/members and their families through a self-referral counselling process.
Life presents challenges. If personal, work-related, financial, legal, or health issues affect a person’s well-being and job performance, they can turn to Arive for professional assistance and get back on track.
Arive includes generous access to human resources coaching for managers.
Businesses without financial resources for expensive legal and financial advice can use Acumin® to gain access to experts in these fields, plus generous human resources guidance.
Acumin includes a counselling referral component managers can use to help employees deal with personal issues when performance concerns arise.
Resources for Your Clients
Mental Health Infographic
Want to show your clients research-based numbers that prove the value of assistance programs?
Small Business Check-Up
Support your small business clients by referring them to this Small Business Check-Up. It’s good for their business. It’s good for yours.
Business Support Services
Acumin® and Arive® clients are encouraged to call us directly when they’re not sure if they can get help for their particular problem—but they’ll often contact you first, because they trust you and value your input. Never hesitate to contact us to check to see if we can help resolve a situation.
Can we help? You bet we can!
Sharing anecdotes and examples with your clients helps them picture how a program might apply to their situations. We’ve gathered a few of the many stories and requests for service we receive from advisors about our Arive and Acumin programs.
Even though most businesses have access to legal counsel, it’s expensive. Here’s a small sample of the types of legal situations we’ve helped resolve through coverage in our programs:
- small claims court – My client would like support in regards to a small claims court date they have coming up. They had a contractor who did not deliver what was agreed upon, so they only paid the deposit. The contractor sued so they counter sued. They would like to ask a few questions to prepare themselves for this court date.
- accident claims – My client would like advice regarding an accident claim against the company. They are a janitorial business and had a fall claim at a building they clean.
- leases – I have a client who would like advice regarding her lease. She says there is a paragraph in it that states it can be month-to-month and she wants to better understand her rights in this type of agreement.
- defamation – One of my clients has a disgruntled former employee who is using social media to bad mouth the company. The ex-employee is also trying to contact employees. What can the company do?
Our programs provide access to expert financial advice—just the thing when reliable advice is needed:
- taxes – It’s my client’s first year in business and they would like advice on filing their taxes.
- payroll – My client would like advice regarding payroll deductions for the employee paid portion of disability.
- accounting – One of my clients would like advice about taking dividends out of the company versus drawing a salary. Their accountant doesn’t give them any reasons when he says “No” to this approach, so the client wants a second opinion and some answers.
Many smaller business don’t have an in-house Human Resources team. Here are examples of situations covered by our generous access to professional HR advice:
- mental health – My client would like advice about one of their employees who is facing important psychological problems, which is affecting their work. They are often on sick leave and yesterday the employee tried to come back to work but had to leave in the middle of the day. The employer wants coaching to “do the right thing” for the employee. The employer has referred the employee to the counselling services, but wants to know what else they can do.
- safety – I’m the advisor for an employer who wants advice as they have a disgruntled former employee who is bad mouthing the company via social media. The employee is also trying to contact current employees. The employer feels that the former employee has some mental health issues, is concerned about safety and just not sure what to do.
- terminations and layoffs – An employer would like advice regarding layoffs. They are letting three people go, but they are most concerned about the person who is pregnant and they don’t want it to appear as that is the reason for the layoff, because it isn’t. They are hoping to give notice and pay for years of service worked, instead of severance. Is this the best approach?
Combination Legal and Human Resources
Sometimes a situation is best resolved through a combination of legal and human resources advice. Read through these samples of issues that expert counsel has helped resolve:
- terminations and illness – A client wants to terminate an employee. They have provided the employee with termination papers, but the employee refused to sign them. The employee then got a doctor’s note. My client wants to know if they can still terminate the employee for performance issues, and does it matter if they don’t want to sign the termination papers?
- terminations and substance abuse – I’ve been asked for advice by a client on how to properly terminate an employee who has been working there for 6 months, but is now drinking on the job.
Help is on the way!
Our visitation program is free. Contact us if you’d like an Arete product expert to accompany you to a client presentation, or if you need help with anything else.
If my client has the Acumin® Business Assistance Program, do they need the Arive® Employee/Member Assistance Program too? What's the difference?
Acumin is primarily a business-focused program that provides small businesses with access to professional financial, legal and human resources experts. It includes a management referral-to-counselling option to use when an employee exhibits a loss of productivity or increased absenteeism.
Arive® also supports business owners and managers, but focuses on assisting employees and their families to deal with challenges in their personal or professional lives through a confidential, self-referral service. When employees access help themselves, they are more likely to return to higher productivity and engagement on the job—something all organizations want. Adding Arive also gives your employees access to support for personal legal and financial guidance, eldercare concerns, nutritional support and more. Read more in the Arive Guide for Owners and Managers (PDF).
Need more information? Our evidence-based research offers great hard-cost information you may find helpful.
Can my clients find out how much the Arive® program is being used?
Utilization reports are available to any group with 25 or more employees. These reports do not contain any identifying information to protect program user confidentiality. Reports are not available to organizations with just a few employees to protect confidentiality, nor if there is any possibility that anonymity could be compromised—it’s something we just won’t do.
A recent client satisfaction survey indicates an average 70% increase in productivity after accessing help through the program. Your client can be confident that the implementation of an employee assistance program is a great step towards creating a healthy—and productive, work environment.
Does Arete® have a visitation program?
Yes we do! And it’s free—so just ask if you want an Arete product expert to accompany you to a client presentation.
We believe the more a client (and their employees) understands how their assistance program works, the more confidence they will have in you as an advisor and the more they will use the program. Everybody wins.
I’m inundated with invitations to industry conferences and seminars, but I get tired of the infomercial approach. How is Arete’s conference different?
There are two types of continuing education opportunities out there:
- ones that promote specific products, under the guise of providing you with new information, and;
- others, much harder to find, that concentrate on providing truly useful insight and information to help you increase your effectiveness as a trusted advisor.
The Arete Group Insurance Advisor Conference (AGIAC) belongs to the second group. Product pushing and limited viewpoints are not part of this annual event. In fact, while Arete coordinates the administrative side of the conference, content and speakers are based on feedback from attendees and requests received throughout the year.
Our Commitment to Supporting Group Advisors
No matter how good a program might be, nothing much happens unless its value is understood and promoted by knowledgeable advisors. There are many choices in assistance programs and other group products, and advisors can be inundated with self-promotional seminars and sessions offered by service providers.
At Arete, we try to look at the bigger picture. Self-serving approaches tend to lose their appeal over time and group advisors have a bigger need than to simply learn about the features and benefits of a specific product. A solid understanding of the overall issues faced by employers, individuals and the health and wellness industry, coupled with their insurance acumen, is what makes a good advisor.
This is why we offer a unique educational event every year where industry experts come together to share the latest in plan administration, issues for employers, advisor liability, drugs, disability management, and organizational health.
2017 marks the 7th anniversary of this popular event, offered in three locations across Canada. Arete is pleased to coordinate the logistics and provide support for this not-for-profit educational opportunity, sponsored by organizations interested in giving back to the advisor community.
We think it’s a wise move to help build industry knowledge and understanding by offering unbiased information to advisors. We hope you do too. If you would like to sponsor this event in 2017, we’d love to hear from you.
Registration is now open for the AGIAC 2017 – Risk Resilience – Navigating Today’s Emerging Risks.
Join your fellow group benefit advisors and earn CE credits as you learn how to respond to the risks you and your clients face by building resilience. You’ll find out how to:
- Discuss several current risk areas.
- Offer thoughtful insights into identifying key threats to your client.
- Guide clients on how to assess areas of concern, including poor administration.
- Adapt, improvise and develop integrated, preemptive action strategies.
- Mitigate the impact of risk on you and your clients – and help you reduce liability.