BASIC GURU A Great Tool – No More, No Less!

Tools we all use Fax Quoting Tools Fax Machine Cell Phones Each of these tools is designed to increase our effectiveness and efficiency If you use them, they work

BASIC GURU is a Tool We offer our agency partners customized brochures, demonstration videos, “content” to place on your website to help sell technology as the wave of the future Ongoing training for our agency partners, and their clients

BASIC Guru Access Agency Employer Access Employee Access Online Enrollment * Additional cost BASIC hr * Additional cost

Agency Level Manage clients, prospects Manage commission, create commission detail reports when paying agents Prescreening and open enrollment tool (extra charge) Create unlimited employee benefit portals for employers and employees to review any information you or the employer wants to make available

Employer Level Access/review benefits at a glance (L&H) or Dec pages (P&C) Access/Add/Change employee information Create employee specific notes or reminders and share with appropriate employee BASIC GURU Audit Compliance Service gives you and your clients a leg up, facilitating the online access, distribution and tracking of up-to-date documents, from cafeteria plans to SBC documents, simplifying compliance. Create Total Compensation Statements Notified when employee makes change request inside BASIC Guru

Employee Level Review benefits at a glance that employee is paying for Review any forms/documents that agent or employer makes available (Word, PPT, Excel, JPEG, PDF) Employee creates specific notes or reminders and share with employer as needed Facilitating online access, distribution and tracking of up- to-date documents, from cafeteria plans to SBC documents, simplifying compliance. Review Total Compensation Statements Access Real Cost of Care using our HCBB tool Free benefit card for hearing, vision or dental benefits (discount card)

Employee Communication BASIC GURU Audit Compliance Service This gives you and your clients a leg up, facilitating the online access, distribution and tracking of up-to-date documents, from cafeteria plans to SBC documents, simplifying compliance. Obtain digital read receipt from employees for compliance documentation

Prospecting New Sales Your sales goal for 2012 includes 10 new employer groups You establish a strategy to write this new business You can keep paper notes or, You can use GURU to track your prospecting activity with a full set of reminders and reports

Intranet Capabilities Your client complains that they don’t have a way to house documents for themselves or a way to share documents with their employees on demand. How will they be able to meet all of the new and future compliance requirements?

Intranet Capabilities You or your client can add documents, forms or links to their own resource library. They can make each resource accessible to employees on demand.

Onboarding Your client complains that their employees have too many forms to fill out by hand and no where to store them once they are completed.

Onboarding New hires can sign into BASIC Guru, click on their electronic new hire packet and start filling in their carrier, company, federal, state, etc. forms online instead of filling them out by hand, eliminating bad ID cards for example.

What Current Users say Georgia Broker with One Stop Solution In 2004, the two founders/brokers of Signature Benefits didn’t have to look far to find the right benefits enrollment and administration platform to bring to its clients. “When the firm was founded eight years ago, the owners respected the recommendations that their mentor—a broker colleague—made. As a result, BASIC Guru has been in place since the beginning,” says Paige Alfonso, office administrator at Signature Benefits.

What Current Users say MI Agent has a Competitive Edge Stacks & Associates, a healthcare finance management company serving small- and mid-sized businesses, is a model for agents and brokers looking to remain competitive in a changing market rife with uncertainty. Much of this has to do with confusion around the regulatory environment introduced by the PPACA. Agents and brokers who previously relied on providing a menu of offerings will now find themselves needing to provide companies—many with a one person HR staff— with expertise and guidance on remaining compliant with new provisions in the PPACA, as well as day-to-day support on benefits.

What’s the Cost A BASIC GURU subscription is $210/month (NAHU Agents 2 year initial agreement) With a one time set-up fee of $595 What you get: –Support to load your groups –Group maintenance support –Employer training webinars One new group or keeping a current group of 20 employees pays for BASIC Guru!

What’s the Rub? Like any tool, it is only valuable if it is used Like any tool, it changes how you do things You will become more efficient Your clients will need access to this information for the long term (for compliance purposes) – You own the data…. If you want to use technology to enhance what you already provide to your valuable clients – GURU is a good fit