1. How to best leverage the Selerix license
Megan Barnett
Chief Operating Officer
Troodon Group
Shaun Urista
Regional Sales Manager, South Central & Gulf Coast
Trustmark Voluntary Benefit Solutions

2. The Good, The Bad, & The Ugly
Using Benefit Administration systems to manage employee benefits and more.
The Good,
The Bad, &
The Ugly

3. Ben Admin vs. Enrollment tool

4. Enrollment platform vs. Ben Admin
Application taker
Benefits administration is the process of establishing, maintaining, and managing benefits for the employees of an organization during open enrollment and on-going
Open enrollment tool only
After OE - Manual Process
Full functionality
Payroll
Reporting
EDI file feeds
Maintenance tool
Leave-behind tool 12 1 2 3 4 5 6 7 8 9 10 11

5. Characteristics of a Ben Admin system
10 characteristics of a sophisticated Ben Admin system
ACA Reporting
FSA and COBRA
Carrier Partnerships
Decision Support
Voluntary Benefits
Payroll & Bill Reconciliation
Employee Maintenance
Multiple Enrollment Methods
EDI File Transfers
Customization
Benefit
Administration
System

6. Case study Why Client benefit Broker benefit
Moving a client from an existing enrollment platform to a Ben Admin system
Why
$70k carrier deficit because the clients current system was set up incorrectly
Existing platform did not handle 2nd year or late entrant products
Client benefit
Smoother, more efficient open enrollment
Streamlined application process
Bill reconciliation
Broker benefit
Simplified administration
Less manual processes

7. Value of the sale
Broker to define with client – What is the best fit for your client’s needs?
Products – core and voluntary benefits
Carriers – performance and compliance – Trustmark partnership
Tech competence of Administration staff
“Ability” of client to make the change
Design a RoadMap
Who pays for the technology?
Creative solutions to get costs down for client and brokers
Strengthen client relationships
Control
Control timeline, quality, message, etc.
Credibility
Combine benefits, marketing, and technology 7

8. Implementation of the Ben Admin
4 keys to success and how not to fail
Communication and goals
Internal goals
External goals
Expectations and limitations
Step 4
Step 3
Step 2
Step 1
Planning
Timelines
Deadlines
Carrier selection
Development and testing
Carrier/broker testing and sign-off
Internal QA
Education and training
Education and learning from mistakes

9. What does it take? Data configuration
Project management - Implementation
Customer service
Quality assurance analyst

10. Contact your regional sales person
For more information on how to leverage the Selerix license, reach out to your Trustmark regional sales team member.

11. Megan Barnett Shaun Urista Chief Operating Officer Troodon Group
(501)
Shaun Urista
Regional Sales Manager, South Central & Gulf Coast
Trustmark Voluntary Benefit Solutions