For brokers:

Ensure you have all the data your clients could need — We recommend looking into a health analytics tool. It makes your life easier, your clients' lives easier, and both parties more effective. If you already have one, great! You can mark this box "done."
Perform a "recommendations audit" — For every recommendation you give your clients, you should be able to support the "why" behind the recommendation. Ideally, your recommendations will include implementation and communication plans for different segments of the population.
Be brave and willing to update as you go — The data will change; so should your recommendations. Have a plan in place, whether it's driven within your agency or with an outside partner, to know how to communicate to specific segments.
Compile your data in one place — This is the most important part of the process. Ideally, you should have an employer-facing solution that you and your broker can use together.
Identify a few key trends in your data — Don't overthink it; this doesn't need to be overly complicated. For today, just try to evaluate a couple trends in the data. Evaluate cost drivers and health status in your population by different segments (i.e., by work site, blue/gray/white collar, clinic cohort participation, etc.). See if there are any key differences.
Tell vendors your plans — You want to work hand-in-hand with your vendors and consultants to craft a data-driven strategy. They will likely have recommendations, so the more transparent you can be with them, the better!

For employers:

In the coming years, the health and wellness industry will become far more outcome-driven. This will mean far more targeted initiatives, detailed reporting, and predictive analytics. You may not have all of the tools in your arsenal today to perfectly track your wellness initiatives, but you can take giant steps in the right direction if you're simply willing to look.

Instant Insights /

5 ways you can leverage data to target initiatives

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