Case Studies

PHI Project Blue Case Studies

Discover how Project Blue transformed employee benefits for various companies, leading to significant cost savings and improved employee well-being. Each case study highlights tailored solutions that addressed unique challenges while fostering a healthier workplace culture.


Case Study 1: Manufacturing Company

Client Overview:

A mid-sized manufacturing company with 250 employees. The company faced challenges in providing comprehensive health and wellness benefits to its workers while managing rising healthcare costs.

Solution

Project Blue implemented a comprehensive package including lifestyle, wellness, nutrition, mental health, and financial wellness coaching, as well as guaranteed issue whole life insurance.

Results:

Cost Savings: The company achieved $500 in annual savings per employee, totaling $125,000 in overall savings.

Insurance Coverage: Each employee gained $50,000 in guaranteed issue whole life insurance.

Employee Feedback: Workers appreciated the wellness and financial coaching, particularly their newfound understanding of personal finance and the resulting improvement in their mental health.


Case Study 2: Packaging Company

Client Overview:

A growing packaging company with 120 employees that wanted to enhance employee benefits and support wellness without increasing costs.

Solution

Project Blue introduced a benefits package featuring wellness coaching, mental health resources, and guaranteed life insurance options.

Results:

Cost Savings: $60,000 annual savings due to lower per-employee costs.

Insurance Coverage: Each employee gained $75,000 in guaranteed issue whole life insurance.

Employee Feedback: The team praised the personalized wellness coaching and noted an improvement in their work-life balance and overall well-being.


Case Study 3: Amazon DSP (Delivery Service Partner)

Client Overview:

A fast-paced Amazon DSP with 85 employees, where retention and employee satisfaction were becoming key issues due to stressful working conditions.

Solution

Project Blue implemented mental health support, lifestyle coaching, and financial wellness education, in addition to whole life insurance.

Results:

Cost Savings: The DSP saved $42,500 annually.

Insurance Coverage: Employees received $50,000 each in whole life insurance.

Employee Feedback: Delivery drivers reported that mental health support and financial wellness coaching helped them better manage stress and improve their quality of life outside of work.


Case Study 4: Home Health Provider

Client Overview:

A home health provider with 50 employees is looking to reduce staff turnover and improve their benefits package to attract and retain talent.

Solution

Project Blue provided holistic wellness coaching, mental health resources, and guaranteed issue life insurance.

Results:

Cost Savings: The provider saved $25,000 annually, allowing for reinvestment in employee programs.

Insurance Coverage: Employees gained $100,000 in guaranteed issue whole life insurance.

Employee Feedback: Staff appreciated the accessible wellness programs, especially the mental health support, which contributed to higher job satisfaction.


Case Study 5: Physical Therapy Clinic

Client Overview:

A small physical therapy clinic with 40 employees, focusing on client care but struggling to offer competitive benefits.

Solution

Project Blue introduced a well-rounded benefits package including life insurance, wellness coaching, and mental health support.

Results:

Cost Savings: The clinic saved $20,000 annually.

Insurance Coverage: Each employee was provided $75,000 in guaranteed issue whole life insurance.

Employee Feedback: The staff noted improved mental clarity and physical well-being due to the coaching and resources provided. Financial wellness coaching also gave them a clearer path toward future financial security.


Case Study 6: Kitchen Resurfacing Company

Client Overview:

A kitchen resurfacing company with 65 employees, aiming to improve employee wellbeing while managing healthcare costs.

Solution

Project Blue's program focused on financial wellness, nutrition, and lifestyle coaching, alongside whole life insurance.

Results:

Cost Savings: The company saved $32,500 annually.

Insurance Coverage: Employees gained $50,000 each in guaranteed issue whole life insurance.

Employee Feedback: Employees particularly enjoyed the financial wellness coaching, with many reporting a new understanding of investment and savings opportunities for the future.


Case Study 7: Large Manufacturing Plant

Client Overview:

A large manufacturing plant with 400 employees, looking to enhance health and wellness programs while reducing overall benefit costs.

Solution

Project Blue introduced a full suite of wellness, mental health, nutrition, and financial coaching, alongside life insurance coverage.

Results:

Cost Savings: The company saved $200,000 annually.

Insurance Coverage: Employees received $100,000 in guaranteed issue whole life insurance.

Employee Feedback: Employees highlighted the wellness coaching as a game-changer, contributing to better physical health and improved financial awareness.


Case Study 8: Small Packaging Company

Client Overview:

A small packaging company with 25 employees, looking to offer better benefits to retain employees without breaking the bank.

Solution

Project Blue provided a targeted benefits program with wellness coaching, mental health support, and financial education, along with life insurance.

Results:

Cost Savings: The company saved $12,500 annually.

Insurance Coverage: Each employee gained $50,000 in guaranteed issue whole life insurance.

Employee Feedback: Workers felt more secure in their future financial prospects and appreciated the wellness coaching, which helped reduce stress levels.


Case Study 9: Physical Therapy Network

Client Overview:

A network of physical therapy clinics with 300 employees, seeking to improve employee engagement and reduce turnover.

Solution

Project Blue introduced mental health, lifestyle, and financial wellness coaching, along with guaranteed life insurance coverage.

Results:

Cost Savings: The network saved $150,000 annually.

Insurance Coverage: Employees were each granted $100,000 in guaranteed issue whole life insurance.

Employee Feedback: The team praised the financial wellness coaching for improving their financial literacy, and they enjoyed access to holistic wellness programs.


Case Study 10: Home Health Agency

Client Overview:

A home health agency with 70 employees, focused on providing quality care, but needing to offer better benefits to stay competitive.

Solution

Project Blue provided wellness coaching, nutrition, mental health support, and guaranteed issue life insurance.

Results:

Cost Savings: The agency saved $35,000 annually.

Insurance Coverage: Employees received $75,000 in guaranteed issue whole life insurance.

Employee Feedback: Caregivers reported a significant improvement in work-life balance thanks to the wellness coaching, and the financial wellness programs helped them better understand how to plan for the future.

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