{"id":113719,"date":"2026-10-20T05:00:00","date_gmt":"2026-10-20T11:00:00","guid":{"rendered":"https:\/\/www.wellsteps.com\/blog\/?p=113719"},"modified":"2026-10-20T06:15:14","modified_gmt":"2026-10-20T12:15:14","slug":"how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy","status":"publish","type":"post","link":"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/","title":{"rendered":"How to Present Wellness ROI Data That Actually Convinces an Employer to Buy"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_88 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-light-blue ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title ez-toc-toggle\" style=\"cursor:pointer\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#Where_Should_A_Broker_Presentation_Start\" >Where Should A Broker Presentation Start?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#How_To_Share_A_Persuasive_ROI_Presentation\" >How To Share A Persuasive ROI Presentation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#Why_Wellness_ROI_Is_Harder_Than_%E2%80%9CSavings_%C3%B7_Cost%E2%80%9D\" >Why Wellness ROI Is Harder Than \u201cSavings \u00f7 Cost\u201d<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#Start_With_the_Employers_Problem_Not_Your_Wellness_Program\" >Start With the Employer\u2019s Problem, Not Your Wellness Program<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#Establish_the_Employers_Baseline_Before_Showing_the_Opportunity\" >Establish the Employer\u2019s Baseline Before Showing the Opportunity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#Show_the_Chain_Between_Wellness_Activities_and_Business_Outcomes\" >Show the Chain Between Wellness Activities and Business Outcomes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#Present_ROI_and_Value_of_Investment_Together\" >Present ROI and Value of Investment Together<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#Put_the_Human_Being_Back_Into_the_ROI_Presentation\" >Put the Human Being Back Into the ROI Presentation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#Give_Employers_a_Measurement_Plan_Not_Just_a_Prediction\" >Give Employers a Measurement Plan, Not Just a Prediction<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#Use_Three_Types_of_Evidence_in_Your_Broker_Wellness_ROI_Presentation\" >Use Three Types of Evidence in Your Broker Wellness ROI Presentation<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#1_Independent_evidence\" >1. Independent evidence<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#2_Vendor_evidence\" >2. Vendor evidence<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#3_Employer-specific_data\" >3. Employer-specific data<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#What_a_Broker_Should_Put_on_the_Final_ROI_Slide\" >What a Broker Should Put on the Final ROI Slide<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#The_Most_Convincing_Wellness_ROI_Story_Is_the_Most_Credible_One\" >The Most Convincing Wellness ROI Story Is the Most Credible One<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"#\" data-href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/#Frequently_Asked_Questions\" >Frequently Asked Questions<\/a><\/li><\/ul><\/nav><\/div>\n\n<blockquote class=\"wp-block-quote executive-summary is-layout-flow wp-block-quote-is-layout-flow\" style=\"border-width:1px;padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--50);font-size:17px\">\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\" style=\"font-size:20px\"><strong>Executive Summary<\/strong><\/p>\n\n\n\n<div class=\"wp-block-group executive-summary\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\" style=\"font-size:18px\"><strong>How can benefits brokers use wellness ROI data to convince employers to invest in an employee wellness program?<\/strong><\/p>\n<\/div><\/div>\n\n\n\n<p class=\"executive-summary wp-block-paragraph\" style=\"font-size:16px\">For benefits brokers, presenting employee wellness ROI is about more than demonstrating potential cost savings. It&#8217;s about helping employers see the connection between healthier employees, stronger workforce performance, and meaningful business outcomes.<\/p>\n\n\n\n<p class=\"executive-summary wp-block-paragraph\" style=\"font-size:16px\">The most compelling wellness ROI presentations go beyond participation rates and industry averages. They connect credible research with employer-specific challenges, measurable health improvements, and a clear strategy for evaluating results. By focusing on both financial ROI and the broader value of employee wellbeing, brokers can build trust, strengthen client relationships, and position wellness as a strategic investment rather than another benefits expense.<\/p>\n\n\n\n<p class=\"executive-summary wp-block-paragraph\" style=\"font-size:16px\">The goal isn&#8217;t simply to prove that wellness works. It&#8217;s to show employers what better health, better engagement, and measurable progress can mean for their organization, and why the right wellness partner makes all the difference.<\/p>\n<\/div><\/div>\n<\/blockquote>\n\n\n\n<h2 id=\"h-where-should-a-broker-presentation-start\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Where_Should_A_Broker_Presentation_Start\"><\/span>Where Should A Broker Presentation Start?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When a broker sits down with an employer to talk about employee wellness, the conversation can go sideways surprisingly fast.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The presentation slide deck opens. A slide appears showing participation rates, completed challenges, health assessments, app logins, and maybe a colorful graph showing engagement. The HR leader nods. Then someone from finance asks the question everyone knew was coming:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\u201cBut what does this actually do for our business?\u201d<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">That is the moment when <strong><a href=\"https:\/\/www.wellsteps.com\/images\/stories\/manuscripts\/washo%20pdf.pdf\">wellness ROI<\/a><\/strong> data either becomes powerful or becomes another collection of numbers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Employers are not necessarily asking brokers to prove that healthier employees are a good thing. They are trying to determine whether a particular employee wellness investment deserves limited budget, leadership attention, and employee time. And those are very different questions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For brokers presenting wellness ROI to employers, the goal should not be to produce the biggest number possible. The goal is to build the most credible business case possible.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>RELATED:<\/strong> <a href=\"https:\/\/www.wellsteps.com\/blog\/2026\/09\/01\/what-is-a-broker-wellness-partnership-and-how-does-it-work\/\"><strong>What Is a Broker Wellness Partnership and How Does It Work?<\/strong><\/a><\/p>\n\n\n\n<h2 id=\"h-how-to-share-a-persuasive-roi-presentation\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_To_Share_A_Persuasive_ROI_Presentation\"><\/span>How To Share A Persuasive ROI Presentation<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-opt-id=1966308988  fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1024\/h:683\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/broker-presentation.png\" alt=\"\" class=\"wp-image-113758\" style=\"width:500px\" srcset=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1024\/h:683\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/broker-presentation.png 1024w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:300\/h:200\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/broker-presentation.png 300w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:768\/h:512\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/broker-presentation.png 768w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1500\/h:1000\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/broker-presentation.png 1536w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1500\/h:1000\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/broker-presentation.png 2048w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:930\/h:620\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/broker-presentation.png 930w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Employee wellness is already firmly established within the benefits landscape. According to the <strong><a href=\"https:\/\/www.kff.org\/health-costs\/2025-employer-health-benefits-survey\/?utm_source=chatgpt.com\">2025 KFF Employer Health Benefits Survey<\/a>,<\/strong> 83% of large firms offering health benefits offered at least one program addressing smoking cessation, weight management, or lifestyle and behavioral coaching. At the same time, the average annual premium for employer-sponsored family health coverage reached $26,993 in 2025.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That combination matters. Employers are interested in workforce health, but they are also under pressure to understand what their benefits investments accomplish.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The most persuasive wellness ROI presentation therefore does five things:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Starts with the employer\u2019s actual business problem.<\/li>\n\n\n\n<li>Establishes a credible baseline.<\/li>\n\n\n\n<li>Connects wellness activities to measurable outcomes.<\/li>\n\n\n\n<li>Separates projected ROI from demonstrated results.<\/li>\n\n\n\n<li>Shows how results will be measured and improved over time.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">For brokers, this changes the conversation from \u201cHere is a wellness program you can buy\u201d to \u201cHere is a workforce problem we can measure, address and manage together.\u201d That is a much more valuable conversation.<\/p>\n\n\n\n<h2 id=\"h-why-wellness-roi-is-harder-than-savings-cost\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_Wellness_ROI_Is_Harder_Than_%E2%80%9CSavings_%C3%B7_Cost%E2%80%9D\"><\/span>Why Wellness ROI Is Harder Than \u201cSavings \u00f7 Cost\u201d<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Traditional ROI sounds wonderfully simple:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">ROI = (Financial Benefit \u2212 Program Cost) \u00f7 Program Cost<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">The math is easy. However, determining what belongs in \u201cfinancial benefit\u201d is not.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Consider an employee who begins exercising regularly, improves sleep, lowers a health risk, and misses fewer workdays. Which outcome gets attributed to the wellness program? What happens if healthcare spending does not decline during the same year? What if the employee becomes more productive but never files a lower medical claim? And what if preventive screening detects a condition earlier, temporarily increasing healthcare utilization while conceivably yielding a much better long-term health outcome?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That is why brokers should resist reducing the entire value of employee wellness to a single impressive-looking ROI ratio. Research itself supports a more refined approach. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A large randomized <strong><a href=\"https:\/\/jamanetwork.com\/journals\/jama\/fullarticle\/2730614\">clinical trial published in JAMA <\/a><\/strong>followed 32,974 employees and found that employees exposed to a workplace wellness program reported higher rates of regular exercise and active weight management after 18 months. However, researchers did not find statistically significant differences in healthcare spending, absenteeism, job performance, or several clinical outcomes during that timeframe.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A <strong><a href=\"https:\/\/pubmed.ncbi.nlm.nih.gov\/33965267\/\">2021 systematic review<\/a> <\/strong>reached a similarly cautious conclusion: the highest-quality studies did not demonstrate positive short-term financial ROI in the first few years of workplace wellness programs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That does NOT mean workplace wellness has little or no value. It means employers deserve better than an oversimplified promise.<\/p>\n\n\n\n<h2 id=\"h-start-with-the-employer-s-problem-not-your-wellness-program\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Start_With_the_Employers_Problem_Not_Your_Wellness_Program\"><\/span>Start With the Employer\u2019s Problem, Not Your Wellness Program<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-opt-id=362672120  fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1024\/h:683\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/organizations-issue.png\" alt=\"\" class=\"wp-image-113761\" style=\"width:500px\" srcset=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1024\/h:683\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/organizations-issue.png 1024w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:300\/h:200\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/organizations-issue.png 300w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:768\/h:512\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/organizations-issue.png 768w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1500\/h:1000\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/organizations-issue.png 1536w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1500\/h:1000\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/organizations-issue.png 2048w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:930\/h:620\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/organizations-issue.png 930w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Imagine two employers. Employer A is a school district struggling with absenteeism, stress, and hard-to-fill positions. Employer B is a self-funded manufacturer concerned about rising healthcare claims and cardiometabolic risk. Giving both organizations the exact same wellness ROI presentation would miss the mark.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">The better question is: What business problem is this employer trying to solve?<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">A broker wellness ROI presentation should start by identifying priorities such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Rising healthcare costs<\/li>\n\n\n\n<li>Absenteeism<\/li>\n\n\n\n<li>Presenteeism and productivity<\/li>\n\n\n\n<li>Employee stress or worse, employee burnout<\/li>\n\n\n\n<li>Chronic health risks<\/li>\n\n\n\n<li>Retention<\/li>\n\n\n\n<li>Recruitment<\/li>\n\n\n\n<li>Employee engagement<\/li>\n\n\n\n<li>Benefits utilization<\/li>\n\n\n\n<li>Workplace culture<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This is consistent with the <strong><a href=\"https:\/\/www.cdc.gov\/workplace-health-promotion\/php\/model\/index.html?utm_source=chatgpt.com\">CDC Workplace Health Model<\/a>, <\/strong>which recommends assessing the employee population, workplace environment, and organizational factors before developing a workplace health strategy. CDC also identifies healthcare costs, absenteeism, productivity, recruitment, retention, culture, and morale among the organizational outcomes workplace health programs may influence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In other words, diagnose before prescribing. That principle works in healthcare, and it works remarkably well in benefits consulting, too.<\/p>\n\n\n\n<h2 id=\"h-establish-the-employer-s-baseline-before-showing-the-opportunity\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Establish_the_Employers_Baseline_Before_Showing_the_Opportunity\"><\/span>Establish the Employer\u2019s Baseline Before Showing the Opportunity<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once the problem is identified, build the ROI discussion around the employer\u2019s current reality. A generic industry statistic can create context. The employer\u2019s own number creates relevance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, instead of opening with:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\u201cWellness programs can reduce absenteeism.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">Start with:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\u201cYour organization currently averages X unscheduled absence days per employee. At your average compensation level, what is that costing the organization today?\u201d<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">Now the employer is no longer evaluating an abstract wellness concept. They are evaluating an existing business expense.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Depending on the available data, useful baseline measures may include annual healthcare spending, healthcare cost trends, absenteeism, turnover, workers\u2019 compensation, employee health risks, engagement, program utilization, and employee survey results.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The <a href=\"https:\/\/www.wellsteps.com\/explore\/roi-calculator\/?utm_source=chatgpt.com\"><strong>WellSteps ROI Calculator<\/strong><\/a>, for example, allows employers and brokers to model the probable impact on healthcare costs, absenteeism, and presenteeism using organization-specific information such as total healthcare costs, the number of benefited employees, and historical healthcare cost trends.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The key word, however, is model. An ROI projection is not the same thing as a guaranteed outcome.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Present it that way. Credibility sells better than mathematical theater.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>RELATED:<\/strong> <a href=\"https:\/\/www.wellsteps.com\/blog\/2020\/01\/02\/wellness-roi-employee-well-being-programs\/\"><strong>Wellness ROI vs VOI: The Best Employee Well-being Programs Use Both<\/strong><\/a><\/p>\n\n\n\n<h2 id=\"h-show-the-chain-between-wellness-activities-and-business-outcomes\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Show_the_Chain_Between_Wellness_Activities_and_Business_Outcomes\"><\/span>Show the Chain Between Wellness Activities and Business Outcomes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-opt-id=14704427  fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1024\/h:683\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/business-outcomes-chain.png\" alt=\"\" class=\"wp-image-113759\" style=\"width:500px\" srcset=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1024\/h:683\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/business-outcomes-chain.png 1024w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:300\/h:200\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/business-outcomes-chain.png 300w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:768\/h:512\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/business-outcomes-chain.png 768w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1500\/h:1000\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/business-outcomes-chain.png 1536w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1500\/h:1000\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/business-outcomes-chain.png 2048w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:930\/h:620\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/business-outcomes-chain.png 930w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">One of the biggest mistakes in a broker wellness presentation is jumping directly from: <strong>Employee completes wellness activity \u2192 Employer saves money.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With several steps missing, a more credible outcomes chain looks like this: <strong>Engagement \u2192 Behavior Change \u2192 Health Risk Change \u2192 Workforce Outcomes \u2192 Financial Impact<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each stage answers a different question.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.wellsteps.com\/blog\/2024\/12\/17\/wellness-case-study-derby-recreation-commission\/\"><strong>Engagement:<\/strong> <\/a><br>Are employees actually using the program?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.wellsteps.com\/blog\/2020\/01\/01\/best-worksite-wellness-programs\/\"><strong>Behavior change:<\/strong> <\/a><br>Are employees changing meaningful health behaviors?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/pubmed.ncbi.nlm.nih.gov\/28758507\/\"><strong>Health outcomes:<\/strong> <\/a><br>Are measurable health risks improving?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.wellsteps.com\/blog\/2024\/09\/04\/client-success-fransen-pittman\/\"><strong>Workforce outcomes:<\/strong> <\/a><br>Are there changes in absenteeism, productivity, or other organizational measures?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.sciencedirect.com\/science\/article\/abs\/pii\/S0749379721001616\"><strong>Financial outcomes:<\/strong> <\/a><br>Is there evidence that those improvements are affecting organizational costs?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That distinction matters because participation alone is not ROI. Ten thousand challenge completions might make a beautiful dashboard. But if an employer is investing in wellness to address workforce health, the next question should be whether engagement is helping people make meaningful changes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is one reason <strong><a href=\"https:\/\/www.wellsteps.com\/explore\/employee-wellness-research\/?utm_source=chatgpt.com\">WellSteps\u2019 employee wellness research<\/a> <\/strong>emphasizes behavior-change science, health outcomes, and measurable accountability alongside engagement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The click is not the outcome. What happens <em>after<\/em> the click is where the business case begins.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>RELATED:<\/strong> <a href=\"https:\/\/www.wellsteps.com\/blog\/2025\/09\/16\/employee-wellness-now\/\"><strong>Why Employee Wellness Programs Simply Cannot Wait: The Real Value for Your Company<\/strong><\/a><\/p>\n\n\n\n<h2 id=\"h-present-roi-and-value-of-investment-together\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Present_ROI_and_Value_of_Investment_Together\"><\/span>Present ROI and Value of Investment Together<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Financial ROI still matters. Employers should absolutely understand the likely economic impact. But it should sit inside a wider measurement framework. Think of it as two lenses.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>ROI asks:<\/strong> What measurable financial return did the organization receive?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Value asks:<\/strong> What meaningful organizational improvements resulted from the investment?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That second lens can cover outcomes such as healthier behaviors, reduced health risks, better employee experience, stronger engagement, improved productivity, lower absenteeism, or a healthier workplace culture.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is particularly important because research on workplace wellness is heterogeneous.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A <strong><a href=\"https:\/\/pmc.ncbi.nlm.nih.gov\/articles\/PMC10393479\/\">2023 systematic review<\/a> <\/strong>examined 138 workplace prevention interventions. Researchers reported positive ROI for 56.5% of interventions, negative for 8.7%, neutral for 9.4%, and undetermined for 25.4%. The authors also noted that randomized controlled trials produced fewer positive results than other study designs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That is exactly why brokers should avoid presenting a universal ROI number as though every organization, workforce, and wellness strategy will produce the same result.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Instead say: \u201cHere is what the evidence suggests. Here is what your data tells us. Here is what we propose measuring.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">That is harder to dismiss.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>RELATED:<\/strong> <a href=\"https:\/\/www.wellsteps.com\/blog\/2025\/11\/13\/insurance-broker-wellness-programs\/\"><strong>How Insurance Brokers Can Win with Workplace Wellness Programs<\/strong><\/a><\/p>\n\n\n\n<h2 id=\"h-put-the-human-being-back-into-the-roi-presentation\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Put_the_Human_Being_Back_Into_the_ROI_Presentation\"><\/span>Put the Human Being Back Into the ROI Presentation<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-opt-id=800465650  fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1024\/h:683\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/make-wellness-personal.png\" alt=\"\" class=\"wp-image-113760\" style=\"width:500px\" srcset=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1024\/h:683\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/make-wellness-personal.png 1024w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:300\/h:200\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/make-wellness-personal.png 300w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:768\/h:512\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/make-wellness-personal.png 768w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1500\/h:1000\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/make-wellness-personal.png 1536w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1500\/h:1000\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/make-wellness-personal.png 2048w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:930\/h:620\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/make-wellness-personal.png 930w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Numbers matter because people matter. Behind an absenteeism statistic is the employee waking up exhausted and deciding whether they can make it through another shift.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Underneath a health-risk percentage is someone trying to fit movement, nutritious food, sleep, or stress management into a Tuesday already packed with work, commuting, children, and responsibilities.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It&#8217;s likely that presenteeism is driven by an employee who technically showed up but does not feel well enough to perform at their normal level.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.gallup.com\/workplace\/713057\/employee-wellbeing-productivity.aspx\"><strong>Gallup\u2019s 2026 research<\/strong> <\/a>reinforces the connection between employee wellbeing and organizational performance, identifying relationships with absenteeism, healthcare utilization, employee performance, engagement, and turnover. Gallup reports that employees categorized as thriving miss substantially fewer workdays due to health problems than those who are struggling or suffering.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That human context helps leadership understand what workforce data actually represent. The goal of employee wellness is not to turn employees into healthcare cost units. It is to help real people live healthier lives and then measure how those improvements may benefit the organization, too.<\/p>\n\n\n\n<h2 id=\"h-give-employers-a-measurement-plan-not-just-a-prediction\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Give_Employers_a_Measurement_Plan_Not_Just_a_Prediction\"><\/span>Give Employers a Measurement Plan, Not Just a Prediction<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Perhaps the most persuasive slide in a wellness ROI presentation is not the one predicting what could happen. It is the one explaining what happens next. Show the employer how success will be evaluated.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example:<br><strong>Baseline \u2192 Year 1 \u2192 Year 2 \u2192 Year 3<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then identify the metrics that will be monitored at each stage. Early indicators include enrollment, participation, repeat engagement, and campaign completion. Intermediate measures include physical activity, nutrition, sleep, tobacco use, stress management, or other health behaviors. Longer-term measures could include changes in health risks, absenteeism, healthcare utilization, productivity indicators, or cost trends when appropriate data are available.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This prevents an employer from expecting every financial outcome in the first six months. It also creates accountability.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a href=\"https:\/\/www.cdc.gov\/workplace-health-promotion\/php\/model\/building.html\">The CDC<\/a> <\/strong>specifically includes evaluation as part of its workplace health framework, recommending that organizations measure program impact, ROI, gaps and opportunities for improvement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A strong wellness partner should therefore be able to answer more than: <strong>\u201cWhat does the platform do?\u201d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They should also be able to answer: <strong>\u201cHow will we know whether it is working?\u201d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>RELATED:<\/strong> <a href=\"https:\/\/www.wellsteps.com\/blog\/2026\/04\/14\/wellness-program-costs-the-numbers-you-need-to-know\/\"><strong>Wellness Program Costs: The Numbers You Need to Know<\/strong><\/a><\/p>\n\n\n\n<h2 id=\"h-use-three-types-of-evidence-in-your-broker-wellness-roi-presentation\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Use_Three_Types_of_Evidence_in_Your_Broker_Wellness_ROI_Presentation\"><\/span>Use Three Types of Evidence in Your Broker Wellness ROI Presentation<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-opt-id=286097174  fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1024\/h:683\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/wellness-evidnece.png\" alt=\"\" class=\"wp-image-113762\" style=\"width:500px\" srcset=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1024\/h:683\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/wellness-evidnece.png 1024w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:300\/h:200\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/wellness-evidnece.png 300w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:768\/h:512\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/wellness-evidnece.png 768w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1500\/h:1000\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/wellness-evidnece.png 1536w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1500\/h:1000\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/wellness-evidnece.png 2048w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:930\/h:620\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/10\/wellness-evidnece.png 930w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The strongest employer presentation combines three layers of evidence.<\/p>\n\n\n\n<h3 id=\"h-1-independent-evidence\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Independent_evidence\"><\/span><strong>1. Independent evidence<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Use credible third-party research from sources such as the CDC, peer-reviewed journals, and major benefits research organizations. This establishes what is reasonably supported by the broader evidence.<\/p>\n\n\n\n<h3 id=\"h-2-vendor-evidence\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Vendor_evidence\"><\/span><strong>2. Vendor evidence<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Next, show research, outcomes, benchmarks, and documented results associated with the specific wellness solution being considered.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">WellSteps maintains an <a href=\"https:\/\/www.wellsteps.com\/explore\/employee-wellness-research\/?utm_source=chatgpt.com\"><strong>employee wellness research libra<\/strong><\/a><strong><a href=\"https:\/\/www.wellsteps.com\/explore\/employee-wellness-research\/?utm_source=chatgpt.com\">ry<\/a> <\/strong>containing studies on ROI, health behavior, health risk, and workplace outcomes.<\/p>\n\n\n\n<h3 id=\"h-3-employer-specific-data\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Employer-specific_data\"><\/span><strong>3. Employer-specific data<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Finally, connect the evidence to the employer\u2019s workforce. This is where claims data, absenteeism, demographics, health risks, engagement data, and organizational priorities become especially valuable.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Independent evidence says: <strong>\u201cThis can work.\u201d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Vendor evidence says: <strong>\u201cHere is evidence behind this approach.\u201d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Employer data asks: <strong>\u201cWhat could this mean here?\u201d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That final question is usually the one leadership cares about most.<\/p>\n\n\n\n<h2 id=\"h-what-a-broker-should-put-on-the-final-roi-slide\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_a_Broker_Should_Put_on_the_Final_ROI_Slide\"><\/span>What a Broker Should Put on the Final ROI Slide<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Do not finish with 14 metrics. Close with clarity. A compelling closing slide might contain four numbers:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Current Cost<\/strong><br>What is the problem costing the employer today?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Investment<\/strong><br>What will the wellness strategy cost?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Target Outcome<\/strong><br>What measurable improvement is the organization trying to achieve?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Measurement Period<\/strong><br>When will progress and financial impact be evaluated?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then add one sentence: <strong>\u201cWe will measure results against your baseline and adjust the strategy based on what your workforce data show.\u201d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That sentence turns wellness from a purchase into a management strategy. And it changes the broker\u2019s role too. You are no longer simply presenting another benefit. You are helping the employer make a better business decision.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>RELATED:<\/strong> <a href=\"https:\/\/www.wellsteps.com\/blog\/2026\/05\/26\/how-wellness-sets-you-apart-from-every-other-broker\/\"><strong>How Adding Wellness to Your Benefits Portfolio Sets You Apart From Every Other Broker<\/strong><\/a><\/p>\n\n\n\n<h2 id=\"h-the-most-convincing-wellness-roi-story-is-the-most-credible-one\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"The_Most_Convincing_Wellness_ROI_Story_Is_the_Most_Credible_One\"><\/span>The Most Convincing Wellness ROI Story Is the Most Credible One<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-opt-id=1204663290  fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1024\/h:683\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/09\/Broker-Partnership.png\" alt=\"Employee benefits broker and employer representative shaking hands to establish a workplace wellness partnership with WellSteps.\" class=\"wp-image-113647\" style=\"width:500px\" srcset=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1024\/h:3125\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/09\/Broker-Partnership.png 1024w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:300\/h:3125\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/09\/Broker-Partnership.png 300w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:768\/h:3125\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/09\/Broker-Partnership.png 768w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1500\/h:3051\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/09\/Broker-Partnership.png 1536w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1500\/h:2288\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/09\/Broker-Partnership.png 2048w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:930\/h:3125\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/09\/Broker-Partnership.png 930w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">A strong broker wellness partnership helps employers improve employee health, strengthen benefits strategies, and support long-term business success.<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Employers have seen plenty of big promises. They do not need another slide telling them that wellness magically pays for itself. What they need is a clear connection between their workforce challenges, a thoughtful wellness strategy, and measurable outcomes that matter to their people and their bottom line.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For benefits brokers, this creates an opportunity to become more than a provider of employee benefits. It creates an opportunity to become a trusted strategic partner, one who helps employers make confident decisions, demonstrate value, and build healthier, more productive workplaces.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That is where a broker can create tremendous value.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Start with the employer\u2019s problem.<\/li>\n\n\n\n<li>Use their numbers whenever possible.<\/li>\n\n\n\n<li>Separate engagement from outcomes.<\/li>\n\n\n\n<li>Distinguish projections from measured results.<\/li>\n\n\n\n<li>Show both financial ROI and wider organizational value.<\/li>\n\n\n\n<li>Establish the measurement plan before implementation starts.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The result is not simply a better wellness presentation. It is a better business conversation. Because the strongest case for employee wellness is not an oversized promise but measurable progress.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For brokers and employers who want to explore this approach,<strong> <a href=\"https:\/\/www.wellsteps.com\/explore\/brokers\/?utm_source=chatgpt.com\">WellSteps\u2019 broker wellness solutions<\/a><\/strong> combine wellness technology, behavior-change programs, ROI tools, and dedicated wellness guidance designed to help organizations implement and evaluate their wellness strategy over time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With 20 years of experience in employee wellness,<strong> <a href=\"https:\/\/www.wellsteps.com\/explore\/\">WellSteps<\/a> <\/strong>brings together <strong><a href=\"https:\/\/www.wellsteps.com\/explore\/employee-wellness-research\/\">evidence-based behavior change, <\/a><a href=\"https:\/\/www.wellsteps.com\/explore\/same-wellsteps-new-enhanced-experience\/\">individualized wellness technology<\/a><\/strong>, actionable reporting, and <strong><a href=\"https:\/\/www.wellsteps.com\/explore\/our-guides\/\">hands-on guidance<\/a><\/strong> to help brokers deliver more than another benefits offering. Our approach is built to help employers engage their people, encourage lasting healthy habits, and measure progress toward important organizational goals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is where a <strong><a href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/14\/why-top-benefits-brokers-choose-wellsteps-as-their-wellness-partner\/\">partnership with WellSteps<\/a><\/strong> makes a meaningful difference. For brokers, it means having a knowledgeable wellness partner in their corner, one that helps strengthen client relationships, support employer decision-making, and demonstrate value well beyond enrollment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The best broker partnerships aren&#8217;t built around selling another wellness program. They&#8217;re built around helping employers and their employees achieve something better.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Discover how <strong><a href=\"https:\/\/www.wellsteps.com\/explore\/brokers\/\">WellSteps&#8217; broker wellness solutions<\/a> <\/strong>can help you bring greater value, stronger wellness strategies, and measurable outcomes to the organizations you serve.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">WellSteps. A better wellness partner. A stronger value proposition. Building healthier workplaces one at a time. <\/p>\n\n\n\n<h2 id=\"h-frequently-asked-questions\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span>Frequently Asked Questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1792101936183\"><strong class=\"schema-faq-question\">How should brokers present wellness ROI to employers?<\/strong> <p class=\"schema-faq-answer\">Start with the employer\u2019s specific workforce or financial challenge, establish baseline data and then show how the proposed wellness strategy connects to measurable outcomes. Separate projected savings from documented results and establish how progress will be evaluated over time.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1792101938672\"><strong class=\"schema-faq-question\">What metrics should employers use to measure wellness ROI?<\/strong> <p class=\"schema-faq-answer\">Useful metrics can include healthcare cost trends, absenteeism, presenteeism, employee engagement, health behaviors, health risks, retention and productivity indicators. The right metrics depend on the employer\u2019s goals, available data and expected timeframe.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1792101940116\"><strong class=\"schema-faq-question\">Do employee wellness programs always produce a positive ROI?<\/strong> <p class=\"schema-faq-answer\">No. Research findings vary considerably based on program design, population, measurement method and timeframe. Higher-quality research has found meaningful improvements in some health behaviors, though it has not consistently demonstrated short-term healthcare savings. Employers should evaluate both financial and nonfinancial outcomes using clearly defined measures.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1792101941250\"><strong class=\"schema-faq-question\">How can a broker calculate potential wellness ROI for an employer?<\/strong> <p class=\"schema-faq-answer\">Begin with employer-specific data such as healthcare spending, the number of employees covered by benefits, historical healthcare cost trends, and workforce productivity measures. Tools such as the <strong><a href=\"https:\/\/www.wellsteps.com\/explore\/roi-calculator\/?utm_source=chatgpt.com\">WellSteps ROI Calculator<\/a> <\/strong>can then be used to model potential impacts on healthcare spending, absenteeism, and presenteeism. Projections should be presented as estimates and subsequently compared with actual results.<\/p> <\/div> <\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/wellsteps.com\/demosignup\"><img data-opt-id=494995274  fetchpriority=\"high\" decoding=\"async\" width=\"857\" height=\"449\" src=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2025\/04\/WellSteps-CTA.jpg\" alt=\"Digital employee wellness platforms can help organizations personalize wellbeing programs and improve employee engagement over time.\" class=\"wp-image-109538\" style=\"width:700px\" srcset=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:857\/h:449\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2025\/04\/WellSteps-CTA.jpg 857w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:300\/h:3125\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2025\/04\/WellSteps-CTA.jpg 300w, https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:768\/h:3125\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2025\/04\/WellSteps-CTA.jpg 768w\" sizes=\"(max-width: 857px) 100vw, 857px\" \/><\/a><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Where Should A Broker Presentation Start? When a broker sits down with an employer to talk about employee wellness, the conversation can go sideways surprisingly fast. The presentation slide deck opens. A slide appears showing participation rates, completed challenges, health assessments, app logins, and maybe a colorful graph showing engagement. The HR leader nods. Then&hellip;&nbsp;<a href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">How to Present Wellness ROI Data That Actually Convinces an Employer to Buy<\/span><\/a><\/p>\n","protected":false},"author":18,"featured_media":113720,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","footnotes":""},"categories":[580,2726,12,2149,46,2548,3,2150,6,33,2427,2042,1885,2706,2684,79,2739,522,2732,2041,19,29,2171,11],"tags":[974,1482,2762,2668,23],"class_list":["post-113719","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-corporate-wellness-programs","category-employee-engagment","category-employee-wellness","category-employee-wellness-strategies","category-engagement","category-evaluation","category-health-care-costs","category-health-promotion-ideas","category-outcomes-based-wellness","category-small-business","category-support-for-wellness","category-well-being-programs","category-wellbeing-programs","category-wellness-app","category-wellness-platform","category-wellness-portal","category-wellness-program-costs","category-wellness-programs","category-wellness-trends","category-workplace-wellbeing-programs","category-workplace-wellness","category-worksite-culture","category-worksite-heath-promotion-programs","category-worksite-wellness","tag-corporate-employee-wellness-programs","tag-cost-of-implementing-a-wellness-program","tag-employer-benefits","tag-roi","tag-wellness-roi"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.7 (Yoast SEO v28.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>WellSteps | Employee Wellness Blog<\/title>\n<meta name=\"description\" content=\"Learn how brokers can present wellness ROI data to employers using credible research, employer-specific costs, workforce outcomes, and a clear measurement strategy.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Present Wellness ROI Data That Actually Convinces an Employer to Buy - Blog\" \/>\n<meta property=\"og:description\" content=\"Executive Summary How can benefits brokers use wellness ROI data to convince employers to invest in an employee wellness program? For benefits brokers,\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.wellsteps.com\/blog\/2026\/10\/20\/how-to-present-wellness-roi-data-that-actually-convinces-an-employer-to-buy\/\" \/>\n<meta property=\"og:site_name\" content=\"Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/WellSteps\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-10-20T11:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-20T12:15:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/mlazbhc5mvx1.i.optimole.com\/cb:JWh4.30c\/w:1024\/h:683\/q:mauto\/f:best\/https:\/\/www.wellsteps.com\/blog\/wp-content\/uploads\/2026\/09\/Present-Data.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"683\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Jenny Irvine\" \/>\n<meta name=\"twitter:card\" 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