What is a Customized EOB Evaluation?The Customized EOB Evaluation is a comprehensive analysis and report that provides valuable insight on EOB layout, design and content. With your firm’s specific objectives as its underlying theme, the evaluation is based on industry best practices, subscriber needs and preferences, regulatory requirements and technological innovations.
An EOB Evaluation can be critical at various points in the EOB life cycle, from the initial concept through benchmarking and redesign.
What are the Benefits of the EOB Evaluation?
- Expert, third party insights that can help prioritize enhancements, support decisions, and/or build a case for investment
- Gain access to current best practices and emerging trends
- Obtain a competitive analysis and examples of features from competitor and “best-in-class” EOBs
What does an EOB Evaluation include?
- Initial consultation with analyst to review goals and objectives
- Comprehensive EOB analysis based on Dalbar’s proprietary EOB scoring process
- EOB’s overall score and Dalbar designation
- Industry benchmarks to provide a framework for EOB's score
- 20(+/-) page report summarizing EOB strengths and weaknesses and identifying specific recommendations for improvement
- Gap Analysis detailing reasons for lost points on more than 100 individual evaluation attributes
- Images of features from competitor and best-in-class EOBs
- Rights to use Dalbar’s Communications Seal for one year (if earned)
- Final consultation with analyst to gain further insight into findings
How long does it take?It typically take about 6-8 weeks from the time we receive the EOB samples.
What is the Cost?Initial evaluations range from $8,500 to $10,500, depending on project objectives and EOB complexity.
Re-evaluations range from $2,500 to $4,500.