Quarterly Wellness Check-Ins

Proactive outreach to keep you on track

Regular touchpoints that ensure you stay connected to your health goals

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Why do quarterly check-ins matter?

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Life gets busy. Health goals slip. Without proactive outreach, months can pass before employees reconnect with their wellness intentions. Quarterly check-ins ensure regular touchpoints that maintain momentum and catch issues early.

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See where your benefit plan is leaking

Find out what gaps exist — and what you can do without changing your plan.

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We'll show you where money is leaking, risks are growing, and what you can fix within your current structure. No pressure to change brokers, carriers, or benefit design. Just clarity.

  • Gap analysis based on your actual plan structure


  • Clear findings you can share with your broker


  • Recommendations that layer on — no disruption required
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Get a FREE assessment today!

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Proactive Contact

We reach out to you—you don't have to remember to call. Quarterly at minimum, with more frequent contact during active programs or challenging periods.

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Progress Review

Check-ins assess how you're doing against goals. Are strategies working? Have circumstances changed? What adjustments would help?

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Goal Recalibration

Life changes; goals should too. Check-ins provide opportunities to recalibrate objectives based on current reality.

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Early Issue Detection

Regular contact catches problems early—before small obstacles become major setbacks. Your coach notices when things aren't going well and can intervene.

What Are Quarterly Wellness Check-Ins?

Quarterly Wellness Check-Ins are scheduled conversations between employees and their health coaches that happen at least every three months.

These aren't random calls—they're structured touchpoints designed to maintain momentum on health goals, assess progress, and adjust strategies as needed.

The proactive nature is key. We reach out to employees rather than waiting for them to call. This ensures everyone stays connected to their wellness journey even during busy periods.

Why Does Proactive Outreach Change Outcomes?

Most employers renew their health plans year after year without questioning the underlying assumptions. Brokers present options, carriers set rates, and leadership approves budgets based on incomplete information.


The result? Companies overpay for benefits employees don't use while missing coverage gaps that create real risk. They accept premium increases as inevitable rather than addressable. They lack visibility into where their money actually goes.


A Healthcare Risk Assessment changes that. It gives you the data and insight to make informed decisions, negotiate from a position of strength, and take control of one of your largest operating expenses.

How It Works

Quarterly check-ins create a rhythm of ongoing wellness support.

Scheduled Outreach

Your coach schedules check-ins in advance, ensuring they happen even during busy periods. You'll know when to expect contact.

Structured Conversation

Check-ins follow a framework: reviewing progress, discussing challenges, celebrating wins, and planning ahead. Structure ensures productive use of time.

Documentation

Your coach documents check-in discussions, creating a record of your wellness journey that informs future support.

Follow-Up Actions

Check-ins often identify actions—new goals, strategy adjustments, or resources to explore. Your coach follows up to ensure follow-through.

When Do Quarterly Check-Ins Occur?

Check-ins happen at minimum every three months, with timing adjusted to your preferences:

• Scheduled in advance at convenient times
• Rescheduled if conflicts arise (not skipped)
• More frequent during active programs
• Flexible timing to fit your schedule

The quarterly cadence is a floor, not a ceiling—you can connect more often when needed.

Where Do Check-Ins Take Place?

Check-ins happen through your preferred channel:

• Phone calls for most check-ins
• Video calls when face-to-face connection helps
• In-app messaging for quick updates

Format flexibility ensures check-ins happen regardless of where you are or what you're doing.

Who Receives Quarterly Check-Ins?

All employees with Weltrio health coaching receive quarterly check-ins:

• Actively engaged coaching clients
• Employees between intensive programs
• Those who haven't connected recently
• Anyone assigned a health coach

Check-ins are standard practice, not something you have to request.

See What Our Customers Are Saying

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"What could have been data driven, was soon a conversation. Over 3 years with the best coaches, listeners, advisors you could ask for. If Monique didn't have an answer readily, she would note it, research it, and then update you on the answer. Always a positive meeting. Highly recommend!"

— Sue D.

“Our Medical Insurance Premiums were Out of Control! Thanks to Weltrio and their amazing team of healthcare experts, Weltrio is my single most-profitable cost center!”


— Cayuse CEO

Everything You Need to Know

At Weltrio, we are a medically trained team that works with HR and benefits partners at companies of all sizes to improve healthcare quality, reduce risk exposure, and optimize costs. We work within your existing plan structure—providing employers with clarity, trust, and transparency at every step. Whether you're upgrading your benefits plan or building from scratch, we've got you covered.

  • Is this the same as telemedicine?
    No. Clinical support provides guidance and triage, not diagnosis or treatment. We help employees decide when and where to seek care.
  • How many nurses will be assigned to our company?
    Assignment depends on your company size and typical utilization. Smaller companies may share a primary nurse with backup coverage. Larger organizations get dedicated teams. Either way, employees experience consistent relationships with clinical professionals who know them.
  • Who answers calls in the middle of the night?
    Board-certified nurses from your Weltrio clinical team. We staff night shifts with experienced nurses who have full access to your company's benefits information and employee interaction history. It's not an outsourced answering service.
  • What protocols do nurses use for triage?
    Our nurses use evidence-based clinical decision support protocols developed from emergency medicine and primary care best practices. These protocols are regularly updated based on current medical guidelines and are customized for telephone/virtual assessment settings.
  • How much does an unnecessary ER visit actually cost?
    Average ER visits cost $2,200 or more—even for minor issues. Add lab work, imaging, or specialist consultation and costs climb quickly. The same conditions treated at urgent care typically cost $150-300, and telehealth visits run $50-75.