Our Services


Welcome to Optima Employee Benefit Consultants. We offer a specialist Healthcare and Group Risk Employee Benefit service backed up by decades of industry knowledge and experience. By concentrating our efforts exclusively in these markets we can offer a highly focused, effective and professional service.

Consultation

No two businesses are the same, we provide a consultation service aimed at delivering benefits that will truly support your business objectives, tailoring a bespoke solution to meet your needs. Our approach is pragmatic, collaborative and action-oriented, providing you with expert, objective analysis and accompanied by a review based on crucial insights gained through years of industry experience.

Implementation

Setting up a benefits package can be time consuming and requires vigilance. We have vast amounts of experience in expertly implementing company policies, and can assist you throughout the process. We take the lead and are available to answer any queries you may have, our experienced and dedicated team will make sure everything is covered, liaising with the insurer on your behalf.

Management

Benefit from the experience, efficiency and effectiveness of our dedicated team. We will assist you with any queries or necessary administrative tasks that may be required as well as managing your renewals and undertaking annual market reviews on your behalf. As the world of employee benefits is ever changing we will also make sure you remain compliant with any new legislative changes.

Brokerage

Price is important, we pro-actively work to secure you relevant products with highly competitive quotes. We maintain positive, long-term commercial relationships with the major insurers and as an independent broker we review the whole market to find you the most cost effective quotes without sacrificing on product quality. We then present you with detailed reports of your options with our recommendations and rational.

Products


A well designed, competitively priced Employee Benefits package can form an important part of your employee value proposition, which is a term that describes one thing, what is in it for your employees. In other words, why should they choose to work for you and your organisation? Employee Benefits are a cornerstone of an employee value proposition. They provide value beyond the normal monetary annual salary. These benefits can contribute to a positive company culture, easing recruitment, increasing retention and performance whilst simultaneously reducing negative impacts such as sickness, absence, low morale and the associated opportunity and financial costs.

About Us


We are a specialist employee benefits consultancy which operates exclusively within the field of healthcare and group risk

Who We Are

We are a specialist Employee Benefits Consultancy which operates exclusively within the field of Healthcare and Group Risk. We focus on providing a dedicated, high quality service whilst providing transparency throughout. In addition to focussing on our clients welfare, we are passionate about our reputation for excellent customer service, quality of advice and attention to detail. We help to support our clients and their employees through tough and emotional times.

What We Do

Our clients benefit from a tailored service, consisting of a consultancy, management and brokerage service. We pro-actively work to ensure you get a high level of return on your investment and we negotiate on your behalf with the insurers to provide you with highly competitive prices coupled with relevant products that are based on achieving your individual objectives. We also provide all the necessary supportive administration work as well as on-going scheme management.

Why Choose Us

Rather than transactional, we take a relationship based approach to business. We believe, only by getting to know you and fully understanding your needs can we offer the high level of service that we hold ourselves too. Forming long-term relationships with our clients is not only enjoyable but allows us to be more effective, the deeper our level of understanding, the more pragmatic our recommendations and negotiations can be. Some brokers are tied to insurers, this can provide a narrow view on both price and product range. We prefer to take a wide view of the market, and as an independent broker we are your one stop point of contact to the whole market, giving you access to a wide range of diverse products and prices. Our promise is to ensure you have an appropriate product at a competitive premium, supported by market leading service at all time.

Employee Benefits

A healthy, happy workforce increases productivity and raises moral, benefitting business performance. As a business you will want to attract high calibre employees. It is very likely they will choose a company that invests in the wellbeing of its employees with an attractive and competitive benefits package over one that does not.

A pragmatically designed Employee Benefits package that resonates with staff can be a highly effective tool for attracting and retaining high calibre talent as well as boosting overall performance. Group Income Protection, Life insurance and Critical illness can not only help you attract and retain employees but also demonstrate your duty of care as an employer, promoting high levels of loyalty and motivation. Benefits such as Private Medical Insurance, whilst fostering loyalty and being highly sought after for both current and prospective employees alike, can actively assist to reduce sickness, absence and disruption. It can also increase the likelihood of early intervention and provides prompt access to expert medical advice. As an ever greater amount of companies adopt Employee Benefits, it is more important than ever to keep up with the competition.

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We take the time to get to know you making informed decisions based on your business objectives. This allows us to establish a relevant and effective benefits package for your business.

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As we are independant of any specific insurers we take a wide, rather than narrow view of the market allowing us to find you the best products that are cost effective.

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We assist with the initial set-up, implementation and on-going management of your employee benefits package. We take a relationship based, rather than transaction approach to our clients.

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We regularly review your benefit package, helping you get the best return on your investment. We actively work to reduce your costs and keep your benefits package relevant to your dynamic business objectives

Contact Us


If you require any further information please don't hesitate to contact us and one of our advisors will be happy to help.

10 E-net Mill Road
Industrial Estate,
Linlithgow, EH49 7SF.

info@optima-eb.co.uk

01506 243 950

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