1. Benefits Administration John Ykema, Director of Sales & Marketing

2. Agenda Overview Plan Management Benefits Underwriting & Quoting Client & Employee Management Process Management

3. Overview Let's Get Started: What is your current Benefits Administration model? Agents Quoting & Underwriting Claims Advocacy Change Management Process What is your Benefits Plan structure? Master Plans Client Level Plans Risk Tiers Age Banding How will this impact your Payroll System? How will this be managed during Client / Plan renewal?

4. Plan Management

5. Master Benefits Plans Setup and Managed in Admin Workspace Benefits Plan Dataform Assigned to Prospect/Client as Offered Benefit Plans

6. Master Benefits Plans Plan Category Status and Workflow Premium vs True Cost Base Plan Comparison Reconciliation

7. Model Benefits Plans Template Benefits Plans Typically setup with everything but rates filled in.

8. Client Level Benefits Plans Benefits Plans added directly to Client Workspace. Added from Scratch or Cloned from Model.

9. Risk Tiers Master Plan Tiers or Client Level Bands Supports Premium vs True Cost

10. Benefits Underwriting & Quoting

11. Benefits Underwriting If Client Master, Health Benefits = Yes. Then the Benefits Underwriting record will be generated.

12. Benefits Pricing Benefits Tier Definition Average Age & Percent Male Control Tier Calculated Tier Final Tier PreSale Benefits Plans

13. Offered Benefit Plans How Benefit Plans are offered to the Client and in turn the Employees. Offered Plan Workflow Rate Grid Contributions HRA & HSA

14. Benefits Comparison Reports and Merges Pulls data from : PreSales Plans Offered Plans Example Excel Merge

15. Offered Plan Activation Once the prospect has selected which benefits plans they would like. You should Activate the Offered Benefit Plans so that they can be associated with the enrolled employees.

16. Client & Employee Management

17. Company Benefits BOR/AOR Dates and Letters Eligibility Tracking Waiting Period by Classification Document Management

18. Employee Benefits Management Enrollment Tracking Employee Benefits Renewal. Used in Recon for Data Validation.

19. Deduction Voucher Tracking Deduction History From Payroll system. Many per Voucher. Both Credits and Debits. Used in Recon.

20. Process Management

21. Internal Administrative Process Ensuring Client is matched up to the best plan for both them and you. Ensuring that Employee elections translate to smooth Carrier enrollment and Payroll system setup. Change Management. Process Workflows.

22. Renewal Management Schedule Template Tasks or Cases Process management and enrollment auditing. Historical Employee Election Tracking

23. Relationship to Payroll System System of Record? ClientSpace Largely disconnected, but there is hope. HRP API in the works. Data Imports are available.

24. Relationship to Reconciliation It all builds toward the reconciliation tool. Data Standards and validation. Less Exceptions