Get Started… – The CBC Group

Get Started with Statement-Builder™
Quick Quote
Schedule a Consultation

You will receive a quote for statements based on your selections with Statement-Builder™.

We will send a quote with three options... On-Demand Statements, Printed Custom Brochures and Printed Custom Multi-Page Booklets. If you want additional prices, please specify in the notes section below.

Let's get started...

First & Last Name*

First Last

Email*

Organization*

A few more details...

Number of Employees*

(rough estimate is fine)

When would you like statements delivered...*

(an estimate is fine)

Phone*

When would you like to schedule a call?

Time of Day*

Morning
Afternoon

Have you completed the Benefits Checklist?*

Yes
Not yet

Begin by choosing your format...

What kind of statements will you be designing today...*

(additional options will pop-up based on your selections)

On-Demand Total Compensation Statements
Custom Total Compensation Statements

Review your options...

Template One Sample (PDF View)

Template Two Sample (PDF View)

Template Three Sample (PDF View)

Template Four Sample (PDF View)

Your statement preferences...

Statement Preference...*

Printed Brochure (17 x 11 folded once to final size of 8.5 x 11)
Printed Booklet (11 x 8.5 folded to final size of 5.5 x 8.5)
Electronic Statements

Statement Preference...*

On-Demand Option 1
On-Demand Option 2
On-Demand Option 3
On-Demand Option 4

Choose your color palette...*

Colors are designed to look good in print or onscreen. If you want a custom color, please enter Pantone or CMYK formula.

(click to view swatches)

How do you plan to distribute statements...*

(Statements are delivered to you in a composite PDF file ready to distribute. We will include the appropriate address block if you will be mailing statements to employees.)

We will mail to employees
We do not need address blocks

Displaying the benefits data...

Benefit Descriptions for Electronic Statements...*

You can elect to summarize your benefit plan descriptions or provide more detailed descriptions such as co-pays, out-of-pocket and deductibles on medical plans for example. View samples below. (Your statements will be customized for your branding and design aesthetic and will coordinate with your cover selection...this is just to give you an idea of the layouts and provide us with a starting point.)

Benefit Summary (click to view summary sample)
Benefit Detailed (click to view detailed sample)

Benefit Costs...*

How would you like to display benefits costs?

Employer Costs Only
Employer & Employee Costs

Statement Delivery...

How do you want your electronic statements delivered?

Email Statements to our Employees
Provide to us for Distribution

Do you want to to include an address block?

We can include an address block if you will be printing and mailing the statements in-house.

Yes
No

Select a cover template...

On covers, we often evoke the concept of total compensation through carefully chosen images that symbolize financial security, earnings, benefits, time off, total rewards, and the like. We also design custom covers based on industry and brand identity. Below is a sampling of available cover designs. After choosing your cover, you will have the opportunity to customize your selection further by changing the color palette, font or even uploading your own image. Your selection here provides us with a starting point and if you have any special requests or ideas for the cover design, simply provide the details in the "Notes & Requests" section at the end of the form.

Choose your cover page design...

On covers, we often evoke the concept of total compensation through carefully chosen images that symbolize financial security, earnings, benefits, time off, total rewards, and the like. We also design custom covers based on industry and brand identity. Below is a sampling of available cover designs for electronic statements. The cover page is the first page your employee sees on their screen and sets the design theme for your statements. After choosing your cover, you will have the opportunity to customize your selection further by changing the color palette, font or even uploading your own image. Your selection here provides us with a starting point and if you have any special requests or ideas for the cover design, simply provide the details in the "Notes & Requests" section at the end of the form.

Customize your cover selection...

Do you want the employee name to appear on the cover?*

Yes
No

How do you want the statement title to read?*

Your Total Compensation Statement
Your Total Rewards Statement
Your Compensation & Benefits Report
Total Rewards

Would you like to change the main color on your cover selection?*

Yes
No

Choose your color...*

The standard colors shown look good in print or onscreen. You may also provide your own color preferences.
(click thumbnail to view swatches)

Please provide color preferences if other than swatches...

(CMYK is preferred... please separate with commas; you may include more than one color; pantone is fine too)

Would you like to change the font on your cover selection?

Yes
No

Choose a cover font...

If you have a specific font you would like to use, please select other and fill in the font name.

Sans Serif Font (like Gotham or Arial)
Serif Font (like Garamond or Times Roman)
Handwriting or Script Font

Upload Cover Image (optional)...

If you have a special image you would like to use on the statement cover, you may upload it here. Some of our clients have used images of their office building, images that support current branding, images of employees, etc.. We can also design a custom cover for you based on your specifications. Just make your requests in the "Notes & Requests" section below.

If you have an image you want to use on the cover, upload it here.

Please send a high resolution image. You will have the opportunity to upload you logo below.

Accepted file types: jpg, png, tiff, eps, Max. file size: 128 MB.

Upload your Logo...

Your company logo...*

You already have our logo
Upload our logo now
I will get that for you shortly

Upload your Company Logo

Please send a high-resolution image. Please note that your logo will not be used for any purpose other than your company's statements.

Accepted file types: jpg, gif, png, eps, Max. file size: 128 MB.

Optional Notes & Requests...

Use the space below to ask questions, explain your design vision for the cover or simply provide additional information that might be helpful to us. Also, as a note, the fee for your statements is based on your selections provided above. So if you selected a printed statements on this questionnaire but would like to also see the cost of the electronic statements, request that here. Please feel free to be as detailed in your notes as needed.

Requests, Questions, Additional Information...

Special Notes or Requests...