47649CE8-A0E3-2433-AC9846884D7DA4C4.pdf
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- Solicitation number
- RFP# 2026-08-05
- Issued by
- Franklin County, Ohio
About this file
This is a Legal Plans Annual Utilization Report for Franklin County Cooperative prepared by MetLife Legal Plans for 2024. The report documents the utilization and engagement of legal plan services provided to members of the Franklin County Cooperative throughout the calendar year. The primary services offered include attorney claim services, legal consultations, digital estate planning, tax preparation, identity theft protection, and access to a self-help document library. The report encompasses detailed metrics on member engagement, enrollment trends, closed case categories, and comparative analysis against industry benchmarks and MetLife's broader customer base. During 2024, the plan introduced several enhancements including upgraded portability options for retiring members, expanded video notary services in Washington, Washington D.C., and Arizona, a new educational video series addressing common legal situations, an enhanced self-help library with improved search functionality, and integration with Family First caregiving resources and Aura Identity Fraud & Protection services.
Member engagement data reveals significant plan utilization, with 369 attorney claims filed, 761 open attorney matters, and 1,388 website logins representing engagement activity throughout the year. The report demonstrates that Franklin County Cooperative members exceeded industry averages in several service categories, particularly in website login activity (133% compared to 90% industry average), digital estate planning utilization (7% compared to 4% industry average), and tax preparation usage (18% compared to 1% industry average). The account management team includes Account Executive Charlie Cross and Account Specialist Amanda Bachmann as primary contacts. The report emphasizes MetLife's mission of expanding legal access to employees across income levels and demonstrates cost-effectiveness by positioning the legal plan value as equivalent to minimal weekly expenses while providing comprehensive legal support across multiple practice areas.
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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
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