20 Questions to Pinpoint the Perfect Wellness Vendor

When it comes to choosing the right wellness partner for your organization, knowing what to look for can be a challenge. Prior to shopping around, be sure to

  1. Review any overlooked services you may not be taking advantage of from your current vendor partners in other areas (medical, pharmacy, dental, vision, mental health, EAP, etc.)
  2. Review population health risk data
  3. Gather feedback from workers on what they would like in a wellness program
  4. Define your organization’s wellness goals.

Use the following sets of questions as a checklist or guide when shopping for your next wellness vendor in order to find the best fit to positively impact your organization.


  1. Is the vendor’s overall wellness philosophy and approach consistent with your organization’s?
  2. Does the list of products and services offered by the vendor match the list of what your organization is looking for?
  3. Can the vendor integrate and adapt well with your current technology, offerings, partners and medical providers so programs integrate and appear seamless to users and so metrics and outcomes can be easily determined?


  1. How many years has the vendor been in business, and are they in a good financial position? Do they have a good reputation? Will they provide a list of references you can contact?
  2. How many other clients does the vendor have, and what is the size of the vendor’s staff?
  3. Can the vendor provide an overall success ratio and/or average program results? Can the vendor provide evidence of program success in an organization similar to yours?


  1. What is the medical/clinical/academic background and training of the vendor’s current staff? Does the vendor/staff hold any certifications, licenses and/or accreditations (e.g., NCQA)?
  2. Are the vendor’s menu of products and services up to date with current research, technologies and industry trends?
  3. Is the vendor have liability insurance and compliance guarantees? Any past security breaches or compliance violations? Are there policies and procedures to protect the integrity and confidentiality of data?


  1. What types of communication, information and education support does the vendor offer?
  2. Does the vendor offer multiple delivery/communication options (e.g., on-site, telephonic, web-based)?
  3. Are user platforms and portals personalized, interactive, easy to navigate and secure? Does the vendor offer help for users of the program should there be questions/issues?


  1. Can the vendor offer products/services to meet the unique needs of your workforce (e.g., dispersed populations, culturally diverse groups, different reading levels, various health status levels, multiple languages, etc.)?
  2. Can the vendor customize programs, communications, content, branding, etc., to your organization’s wishes?


  1. Will the vendor assist with incentive designs and other strategies to maximize participation/engagement?
  2. Will the vendor help with strategic planning up-front as well as ongoing support to ensure program success?


  1. Does the vendor provide participants with adequate, accurate and easily interpretable data on program activity and relevant outcomes?
  2. Will the vendor provide your organization with adequate, accurate and easily interpretable data on program activity and outcomes (e.g., health risk assessment trends, health claims/utilization trends, etc.)?


  1. How are the vendor’s costs structured (e.g., flat fee vs. per participant)? Is pricing all-inclusive (i.e., no hidden fees)? Are there any performance guarantees and/or a guaranteed return on investment?
  2. Are the vendor’s costs competitive? Is the vendor willing to participate in a competitive bidding process?

If you have hot tips to add or experiences to share, let us know in the comments below. Happy shopping!

Visit Wellness Done Right for recent survey results, research findings, success stories, education and resources on workplace wellness-related topics!

Neil Mrkvicka
Senior Research Analyst at the International Foundation

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