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Benefits Audit Checklist.

A comprehensive 40-point checklist to audit your employee benefits programme across strategy, design, communication, technology, and measurement.

What the Benefits Audit Checklist covers

A structured checklist for auditing your employee benefits setup: what you hold, what it costs, what gets used, how it is communicated, and what your broker should be doing between renewals. Work through it before any renewal conversation. It is the same ground we cover in a professional benefits review. Free; the checklist unlocks on this page.

Download Your Checklist

Enter your details to unlock the interactive checklist. Track your progress, check off items, and print your completed audit.

Audit Progress
0 of 40 completed
Where to take this next

Take the checklist to your broker, or bring it to us. A 30-minute review of your current setup: what you pay, what you get, what better looks like. No fee, no obligation.

Book a free benefits review →

Or score your setup in 2 minutes