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Atlas ReleaseJune 14, 2018

Will the webinar be recorded?

Yes!We will e-mail you a link. We will post the recording at www.plansource.com/releases.

Will we have access to slides?

Yes!We will e-mail you a link. We will post the PDF at www.plansource.com/releases.

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Type your question into the “Questions” panel

?How to Ask a Question

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Speakers

Jeana ParkerVice President

Strategic Initiatives

Don RenyerDirector, Emerging

Business Operations

Nancy SansomChief Commercial

Officer

Agenda

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PlanSource Benefits Updates

PlanSource HCM Updates

Developer Portal

Aflac Ease Program

Other Updates

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PlanSource Benefits Updates

Jeana Parker

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Employee Experience EnhancementsContinued investment in the consumer UI

The election page for Parking and Transit clearly

displays the Total Monthly

Contributions

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Employee Experience EnhancementsSupport for Stacked Coverages

Enrollment

Confirmation Statement

*Contact your PlanSource Account Manager or Services Team for information about supported Stacked Coverage options

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Coverage API for Survey Responses

Survey data fields were added to the existing

Coverage APIProviding access to this information allows an

authorized external system to access this information along

with the coverage details without the need for an

export or separate report

Cybersecurity requirements for financial services

companies

PlanSource is now fully compliant

NYDFS- 23 NYCRR 500

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Compliance UpdatesAffordable Care Act

Form Production Enhancement

HR Admins have control to manage

the pdf file size

This provides a more manageable

file size and reduces download

times

ACA Rule of Parity

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Available July 2018

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New Page Content Manager (In Beta)Beta available in Atlas for CoSourced partners and resellers

Refreshed UI

Easily toggle from editing to preview mode

New left panel navigation

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New Page Content Manager (In Beta)Simplified text editor – double-click to edit!

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New Page Content Manager (In Beta)Enhanced content block editor

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New Page Content Manager (In Beta)Plus drag-and-drop placement on the page

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New Page Content Manager DemoLet’s check it out

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PlanSource HCM Updates

3 new Quick Tours

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Available Now

1. Retroactive Job Changes

2. Correcting Job History Records

3. Processing Payrolls with Time Imports

Quick Tour: Short, detailed video instructions on how to use specific features in PlanSource HCM

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Users can send e-mail messages directly from HCM

Administrators and Managers can:

Receive Receipt Acknowledgments

Track Message Receipts

Create, Save, and Edit communication groups based on qualifier selections

HCM Community BroadcastAvailable Now

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This enhanced reporting experience offers HCM customers access to more robust features than ever before!

Pay Equity by Gender

Pre-Check PTO balances

Security Login Events

Robust system delivered reports (Examples include):

Cognos AnalyticsAvailable Now

HCM Reports - Exports

• Report AutomationBusiness Intelligence reports can be generated, downloaded, and sent automatically to third-party vendors

• SFTP TransferReports are sent securely via SFTP

• Third-party Vendor ConnectionsPerfect for providing payroll and/or demographic information to Performance or Learning Management Systems

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Available Now

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Multiple Pay Statements Download

•Switch to paperless checks and direct deposits

•Download multiple pay statements simultaneously

•Available for administrators, managers, and employees

•Filter statements by date range among other criteria

•Manage SSNs & language preferences prior to download

•Streamline processes and save time

Available June 2, 2018

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Developer Portal

Don Renyer

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PlanSource Developer PortalResource center for connecting to PlanSource

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Aflac EaseNancy Sansom

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Aflac and PlanSource PartnershipCombining PlanSource software and services with Aflac’s legendary products

Largest supplier of supplemental insurance products in the U.S. (40%+ market share)

Aflac’s brand recognition is 94%, ranking it among the most well-known companies in the world

The Aflac duck was created in 2000 and has become an international icon

In self-service enrollment, consumers know Aflac and how their products work

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What is Aflac Ease?An end-to-end voluntary benefits solution

PlanSource provides best-in-class software and services, and Aflac provides voluntary benefits that help protect

employees’ health, wealth and well-being.

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Whole Life

Accident Hospital Indemnity

Short Term Disability

Critical Illness

Aflac Ease Program – Available NowCombining PlanSource software and services with Aflac’s legendary products

Employee Contact Center

Employees can direct any questions or changes to

their Aflac benefits to PlanSource

FinancialCredits

Aflac also provides monetary credits, making

PlanSource even more affordable

Self-bill Generation

Aflac invoice will be auto-generated monthly within

PlanSource

Payment Simplification

Employers pay PlanSource and we pay

Aflac on their behalf

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New PlanSource Advantage PartnersTalk to your PlanSource sales rep to learn more

PlanSource Services Updates

PlanSource Premium – Benefits Outsourcing

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Reminder: Contracts must be signed by 06/30/18 for 01/01/2019 effective dates

PlanSource ben admin software (including ACA measurement and reporting)

Benefits Outsourcing System maintenance

New hire, life event, work status and EOI processing

Data exchange operations, discrepancies and auditing

Eligibility management and resolution

QMCSO Processing

Employee Contact Center

Billing Reconciliation and Payment

COBRA Administration

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Employee Contact Center Add-On ServiceCustom toll-free number for a branded employee experience

Password and Login Assistance

“How Do I”Questions

Phone-Based Enrollment

Advocacy and Claims Triage

Education and Guidance

How to Get in Touch

By Email

By Phone

By ChatLife EventChanges

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Employee Contact CentersRepresentatives receive formal training on your organization and benefits programs

HOURS 8AM ET to 11PM ET | Monday -Friday

• 100% of inbound and outbound calls are recorded

• Licensed agents available

• English and Spanish-speaking representatives

• Translation services offered for 180+ languages

Grand Rapids, MI

Salt Lake City, UTDuring the discovery phase, we will jointly develop a knowledgebase that captures the details of your benefits program, business rules and other guidelines for common inquiries and call routing to 3rd parties.

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Ongoing Investment – New NICE inContact SystemMaking it easier to provide the best benefits experience to employees and HR teams

Why NICE inContact

Rated by Magic Quadrant, is #1 in cloud customer experience, #1 in vision and #1 in their ability to execute

Best-in-class multi-channel routing for voice, chat and email

Also provides workforce optimization, analytics/reporting and quality management features

Full integration with Salesforce CRM

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Ongoing Investment – New NICE inContact SystemMaking it easier to provide the best benefits experience to employees and HR teams

How Customers Benefit

Automated routing to CSRs based on availability and skill set will improve service levels

Faster response times due to improved one-screen experience for CSRs

More robust reporting and analytics, with automated report delivery to clients

Automated post-call surveys

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Other Updates

Quarterly Releases

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Continuous Investment and Innovation | plansource.com/releases

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2018 Releases | Planned DowntimeOngoing investment and maintenance

Description Date Start Time End Time

Atlas Release 06/13/2018 (official release date 06/14/2018)

Midnight eastern (night of outage date) 8am eastern (next day)

PlanSource System Maintenance 06/16/2018 8am eastern 10am eastern

PlanSource System Maintenance 07/14/2018 8am eastern 2pm eastern

PlanSource System Maintenance 08/11/2018 8am eastern 10am eastern

Apollo Release 09/12/2018(official release date 9/13/2018)

Midnight eastern (night of outage date) 8am eastern (next day)

PlanSource System Maintenance 09/15/2018 8am eastern 10am eastern

Calypso Release 12/12/2018(official release date 12/13/2018)

Midnight eastern (night of outage date) 8am eastern (next day)

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2018 Releases | Planned DowntimeIn-system communications via GuideMe

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California

July 30 – Aug 1, 2018

Annual Benefits and HR Conference

California

July 30 – Aug 1, 2018

Annual Benefits and HR Conference

Eclipse 2018 agenda now available at www.plansource.com/eclipse

Short, engaging sessions with multiple speakers and points of view

SHRM and HRCI continuing education credits for your clients

Register now as we are on track to sell out

Q&AAtlas Release – June 14, 2018