New Engagement Agency Total Rewards Solution Offers Employees a Personal Prosperity Assistant

In conjunction with ProsperBridge, an Enterprise Engagement Alliance supplier member, the Engagement Agency offers organizations a complete benefits package with a unique addition: a trained Personal Prosperity Assistant who checks in with participating employees each month on a scheduled basis to assist with their financial and related wellbeing. The service is part of a Total Rewards 2.0 benefits package available from the Engagement Agency that also includes access to the KART employee discount program from CarltonOne Engagement and other employee benefit services.

Time-stretched human resources departments can take advantage of a new Total Rewards solution that includes a trained Personal Prosperity Assistant assigned to each participating employee. The PPA checks in on a scheduled, confidential basis each month to assist with financial, health, or related issues as well as on the employee’s general well-being. While ensuring complete confidentiality to the employee, the service helps organizations not only address underlying financial, health, family or related stressors but also detect patterns of dissatisfaction or other warning signals.

ProsperBridge is a “social benefit organization partnering with employers to create personalized pathways to financial progress for every member of their team.” The program includes a Personal Prosperity Assistant (PPA) to establish and manage a financial plan based on each individual’s situation and goals; an interactive software platform that automatically gathers and organizes an individual’s monthly expenditures by category to establish and maintain a monthly budget and provide information on other financial needs, and a Capital Solutions suite that includes a bank account, a $2,000 credit line requiring no credit checks, and the ability to access additional emergency interest-free loans. See ESM: ProsperBridge Addresses Top Employee Stressor: Financial Insecurity.

In addition, the trained ProsperBridge PPA can help ensure that employees are aware of all their organization’s benefit packages and check in about the overall state of mind of employees to identify the need for additional support within the organization from management or other resources. The one-half hour monthly meeting, scheduled during work hours, provides vital support to personnel-stretched human resources departments, which often don’t have the personnel to check in each month with employees.

Explains Jervis DiCicco, Co-Founder with Maggie Drucker, of ProsperBridge, “Even before the pandemic, many HR departments were hard-pressed to find the time to regularly check in with each employee. Now, with work-from-home, or some hybrid of that becoming the new normal, a personal contact is more important than ever. We can help employees address the key financial and related issues causing them stress and distracting them from work at the same time as we help them take advantage of all the organization’s resources available to address morale and related issues.”

The service, available through the Engagement Agency’s managed outsourcing services or directly from ProsperBridge, also includes other employee benefits, including the KART discount program for employees, offering discounts and free short-term credit to many of the world’s most popular brands.

According to its parent company, CarltonOne Engagement, KART’s “RightPrice” artificial intelligence (AI) platform “continually price checks the largest online stores. And then we undercut those prices, lower than retail and better than web shopping.” Employees can activate a deal finder to receive “AI-personalized deal notifications.” The pricing is only available to employees participating in CarltonONE KART, Evergrow or Power2Motivate engagement programs and therefore are not visible to consumers, the company says.

For More Information

Bruce Bolger

CEO, Engagement Agency

EngagementAgency.net

914-591-7600, ext. 230

Bolger@TheICEE.org

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Master the Principles of Stakeholder Capitalism And Implementation Through Enterprise Engagement

Education, Certifications, and Information to Activate

Stakeholder Capitalism Available Nowhere Else

A complete learning, certification, and information program and a course syllabus for educators.

Training and Certification

Enterprise Engagement Alliance Education: Certified Engagement Practitioner; Advanced Engaged Practitioner, and Certified Engagement Solution Provider learning and certification programs on how to implement Stakeholder Capitalism principles at the tactical level.

International Center for Enterprise Engagement: The only training and certification program for ISO 30414 human capital reporting and ISO 10018 quality people management certification.

The EEA offers a complimentary course syllabus for educators.

Join the EEA to begin your certification process or see our other resources below.

Or contact Bruce Bolger; Bolger@TheICEE.org; 914-591-7600, ext. 230 to learn more.

THE ONLY BOOKS ON STAKEHOLDER CAPITALISM IMPLEMENTATION

Enterprise Engagement for CEOs:The Little Blue Book for People-Centric Capitalists
This is the definitive implementation guide to Stakeholder Capitalism, written specifically to provide CEOs and their leadership teams a concise overview of the framework, economics, and implementation process of a CEO-led strategic and systematic approach to achieving success through people. (123 pages, $15.99)

Enterprise Engagement: The Roadmap 5th Edition
The first and most comprehensive book on Enterprise Engagement and the new ISO 9001 and ISO 10018 quality people management standards. Includes 36 chapters detailing how to better integrate and align engagement efforts across the enterprise. (312 pages, $36.)

OTHER RESOURCES TO ACTUALIZE STAKEHOLDER CAPITALISM
Communities: The Enterprise Engagement Alliance and Advocate and the Brand Media Coalition free resource centers offering access to the latest research, news, and case studies; discounts, promotions, referrals, and commissions, when appropriate to third-party solution providers from participating coalition solution provider members.

Enterprise Engagement Resources: EEXAdvisors.com provides the only curated online marketplace to access hundreds of solution providers in all areas of human capital management and enterprise engagement throughout the world.

Online Overview:
10-minute short course: click here for a 10-minute introduction to Enterprise Engagement and ISO standards from the Coggno.com learning platform.

Services:
•  The Engagement Agency at EngagementAgency.net, offering: complete support services for employers, solution providers, and technology firms seeking to profit from formal engagement practices for themselves or their clients, including Brand and Capability audits for solution providers to make sure their products and services are up to date.
•  C-Suite Advisory Service—Education of boards, investors, and C-suite executives on the economics, framework, and implementation processes of Enterprise Engagement.
•  Speakers Bureau—Select the right speaker on any aspect of engagement for your next event.
•  Mergers and Acquisitions. The Engagement Agency’s Mergers and Acquisition group is aware of multiple companies seeking to purchase firms in the engagement field. Contact Michael Mazer in confidence if your company is potentially for sale at 303-320-3777.

Enterprise Engagement Benchmark Tools: The Enterprise Engagement Alliance offers three tools to help organizations profit from Engagement. Click here to access the tools.
•  ROI of Engagement Calculator. Use this tool to determine the potential return-on-investment of an engagement strategy.
•  EE Benchmark Indicator. Confidentially benchmark your organization’s Enterprise Engagement practices against organizations and best practices.
•  Compare Your Company’s Level of Engagement. Quickly compare your organization’s level of engagement to those of others based on the same criteria as the EEA’s Engaged Company Stock Index.
•  Gauge Your Personal Level of Engagement. This survey, donated by Horsepower, enables individuals to gauge their own personal levels of engagement.

For more information, contact Bruce Bolger at Bolger@TheEEA.org, 914-591-7600, ext. 230.

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