5 Ways Benefits Consultants Can Turn Insights Into Strategy and Decision-making

In response to rising employer expectations, HealthJoy brought together top human resources executives for our Customer Advisory Board. The group of experts shared powerful strategies for turning observation and insights into meaningful action, and their collective feedback reveals opportunities to deliver greater impact.

Here are the five key takeaways you should know about from our inaugural Customer Advisory Board. 

1. Employers want help turning insight into strategy

HR leaders emphasized the need for data that’s easier to interpret and act on. The format matters just as much as the content when it comes to driving strategy. They’re asking for guidance that turns metrics into a clear path forward. Benefits consultants who can link what’s happening in the data with what to do next are becoming essential strategic allies. 

“Employers receive vast amounts of data but lack actionable insights to make informed decisions and demonstrate the impact of their benefit programs.” 

2. Planning ahead requires more than hindsight

Employers talked about wanting to get ahead of issues instead of looking back at them. They are asking for tools that surface early signs like cost increases or drops in benefit usage. The most valuable solutions help employers act with confidence in the moment.

3. Navigation is becoming a strategic asset

Once seen as a helpful tool, navigation is now a strategic lever. Employers want to know how benefits are being used, where gaps exist, and what’s underutilized. Effective navigation offers a feedback loop that informs plan design and helps HR demonstrate value to leadership.

4. Communication must support more than engagement

Personalized communication matters, but now it must serve bigger goals. That means reducing confusion, boosting relevance, and supporting plan outcomes. HR teams want messaging strategies that drive behavior change and guide employees toward better decisions.

“Generic mass communications are ineffective.”

5. Benefits Consultants are expected to connect the dots

Advisors are shaping strategy. The benefits consultants making the biggest impact help clients understand what’s changing and how to position benefits as a business advantage.

Want to help clients make smarter benefits decisions? Let’s talk.