47649CE8-A0E3-2433-AC9846884D7DA4C4.pdf
PDF 875 KB Posted
- Attached to
- Audio Visual System for Conference Room
- Solicitation number
- RFP 2026-10-09
- Issued by
- Franklin County, Ohio
About this file
This is a MetLife Legal Plans Annual Utilization Report for Franklin County Cooperative covering 2024 performance metrics and service enhancements. The report outlines the legal plan offerings provided to the cooperative's members, including services for family law, real estate transactions, estate planning, tax preparation, and identity theft protection. The 2024 enhancements include upgraded portability provisions allowing members to retain benefits after employment termination, expanded video notary services to Washington, Washington D.C., and Arizona, integration with Aura Identity Fraud & Protection, a new educational video series addressing common legal scenarios, enhanced digital estate planning capabilities, and expanded self-help library resources. The engagement data reveals significant utilization patterns, with 369 attorney claims processed, 761 open attorney matters managed, and 1,388 website logins representing 133% of enrollment. The account executive is Charlie Cross, reachable at (636) 328-4384, with administrative support from Amanda Bachmann and Adreanne Singleton.
The report demonstrates strong member engagement across multiple service categories, with tax preparation services utilized by 18% of members compared to only 1% across the broader industry, indicating specialized value delivery to Franklin County Cooperative members. Notable engagement metrics include 568 website registrations at 54% penetration, 76 digital estate plans at 7% utilization, and 184 tax preparation matters representing significantly higher uptake than industry benchmarks. The analysis indicates that the legal plan achieves cost savings compared to market rates for attorney services, effectively providing affordable legal support to employees at rates comparable to weekly coffee expenditures. The utilization report does not specify contract term dates, renewal options, or pricing structures but emphasizes the plan's role in providing comprehensive legal services access across diverse service categories and member demographics spanning Baby Boomers through Generation Z.
View the file
Other files
Show 40 more
Latest 50 of 150 listed here. See the rest on GovTribe.
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Legal Plans
Annual Utilization Report for
Franklin County Cooperative 2024
Contact us
Account Executive
Charlie Cross
(636) 328-4384 ccross@metlife.com
Legal Plans
Account Specialist
Amanda Bachmann
(216) 435-2646 abachmann@legalplans.com
Client Service Consultant
Adreanne Singleton asingleton1@metlife.com
2024 Enhancements:
Upgraded portability offering: Members can now enjoy legal plan benefits after retiring or ending employment.
Enhanced ID theft protection: By integrating the user experience across MetLife Legal Plans and Aura Identity Fraud & Protection, we can now proactively notify members when they are eligible to use either benefit. For example: If a member takes out a mortgage loan to buy a new house, Aura can detect that new loan inquiry and proactively remind the member that MetLife Legal Plans includes legal services for real estate transactions.
Digital Estate Planning update: Video notary expanded to Washington, Washington D.C., and Arizona.
Educational enhancements: We’ve kicked off a new video series entitled “What if…” outlining common legal situations and offering advice on how to handle them, directly from a network attorney.
Lastly, in 2024, we amped up our LinkedIn presence, positioning it as a valuable content resource for clients, members, and brokers alike to not only learn how to optimize the legal plan, but discover who we are as a business.
Personalized caregiving app through Family First: Members with
Family First now have instant access to the best caregiving tools and resources.
Expanded the Self-Help Library. We added new documents to our Self-
Help Library and added new capabilities, including a more intuitive search function, to enhance the user experience and efficiency.
Table of Contents
Legal Plan Utilization
Compares Legal Plan usage between all our customers versus those in your industry, and your members.
• Closed Cases
• Insights and Trends
Plan Utilization Summary
Highlights the enrollment trends of your members.
• Enrollment Trend
• Rate History
Plan Engagement
• Engagement by Service
• Utilization History
Attorney Services Provided
• Closed Case Categories
• Detailed Closed Case Usage by Plan
• Year Over Year Comparison of Closed Cases
Closed Cases
The data below compares top utilized services by your members, industry, and our entire book of business.
Insights and Trends
The four main generations comprising the current workforce — Baby Boomers, Generation X, Millennials, and Generation Z
— have ever changing and evolving needs. In 2024, we embarked on research to better understand the varying life stages each generation inhabits and how their milestones and goals may differ. As the life journeys of the four generations overlap in some ways and diverge in others, our plans evolve and shift with their changing needs.
Our findings reveal how the legal plan can support each generation:
1EIN Presswire, “Breaking down divorce rates by generation” 2024
3CNBC “Gen Z, millennials are less worried about fraud than older generations,” 2024
4Goldberg Jones, “Breaking down divorce rates by generation” 2024
5Vanilla “50 Estate Planning Statistics and Facts You Need to Know,” 2024
6NewsN “Tracking debt: Which generation owes the most?,” 2024
7Natixi “Generation X Report,” 2024
8Guard “A Modern Look at Caregivers in the US,” 2024
9Trust & Will, “Millennials and Estate Planning,” 2024
10Apartment List, “2023 Millennial Homeownership Report,” 2023
11The Zebra, “Which generation has the worst driving behavior?” 2024
12Thriving Center of Psychology, “Gen Z, Millennials Shifting Expectations About Marriage in 2023,” 2023
13CNBC “Why millennials’ retirement outlook may be worse than those of older generations,” 202
14Forbe “Why Gen-Z Is Suddenly Creating Wills And Trusts,” 2024
15Arbo “Why Generation Z Is Leaning Into the Renting Lifestyle,” 2024
At MetLife, we believe that everyone in America should have access to legal support. We are working hard to change the perception that legal access is only available to a few people. We offer legal support to your employees from start to finish on a wide range of legal issues. When you consider that most people spend more on their morning coffee each week, we’re making it easy for employers across the country to level the playing field.
Enrollment Trend
The chart below shows year-over-year comparison of the enrollment history.
Rate History
The table below captures the enrollment and rate history for the years indicated.
Legal Plan Engagement
Below are the types of engagement your members have leveraged this past year.
Engagement Type Touchpoints % Used % Used by Industry
Attorney Claim 369 36% 40%
Open Attorney Matter 761 74% 56%
Website Login 1,388 133% 90%
E-Panel 13 1% 2%
Digital Estate Plan 76 7% 4%
Tax Preparation 184 18% 1%
Family First 10 1% 0%
Website Registration 568 54% 36%
Self-Help Documents 88 9% 7%
Engagement by Member
Here is the breakdown of utilization and accounts created by both members and their dependents.
Attorney Claims Online Claims
Detailed Attorney Utilization by Coverage saved by your members
Congratulations! You’ve helped level the playing field for your employees. The table below details attorney utilization by coverage, versus the market rate of those legal services.
Year Over Year Comparison of Attorney Utilization
File details come from the government source that posted it. Updated .