Hope and Help for Hardworking Benefits Administrators and the People They Serve

1 © 2015 Benefi+ocus.com, Inc. All Rights Reserved | Confiden@al & Proprietary

Benefits Service Center Cory Freshour, Alex Jenkins, Elissa Mosman, Steve Smallidge

© 2015 Benefi+ocus.com, Inc. All Rights Reserved | Confiden@al & Proprietary 2

Forward-‐Looking Statement This presenta@on may include forward-‐looking statements related to the future business and financial performance of Benefi+ocus and future events or developments involving Benefi+ocus. These statements may be iden@fied by words such as “expects,” “looks forward to,” “an@cipates,” “intends,” “plans,” “believes,” “seeks,” “es@mates,” “may,” “might,” “will,” “could,” “would,” “should,” “targets,” “projects” or words of similar meaning. Forward-‐looking statements can involve a number of risks and uncertain@es that could cause actual results to differ materially from those explicit or implicit in the forward-‐looking statements, including fluctua@ons in those results, general economic risks, management of growth, the need to innovate and deliver useful products and services, our ability to compete effec@vely, reliance on key personnel, privacy, security, regulatory changes, and other risks associated with our business as set forth from @me to @me in our filings with the SEC. Some of the products and/or product features discussed in this presenta@on may be works in progress and not yet generally available for sale. Benefi+ocus assumes no obliga@on and does not intend to update any forward-‐looking statements.


Benefits Service Center

•  The Challenge •  The People •  Associate Investment

•  Highlights •  The Story of Joe

The Human Side of Technology


employee communication

compensation management

recruiting & selection

policy management

com

plia

nce

labo

r re

latio

ns

data processing

file maintenance

payr

oll

clerical responsibilities

strategic objectives

project management

QMCSO administration

evidence of insurability

benefit plan design ne

w h

ire

com

mun

icat

ion

confirmation statements

qual

ifyin

g lif

e

even

t as

sist

ance

claims transactional assistance

benefit explanation

benefit enrollment

COBRA assistance

The Challenge performance reviews

employee coaching

training

corporate event planning

client relations

employee engagement

technical and navigational support

telephonic enrollment

interpretive language line

The Solution •  Benefits plan design •  Corporate event planning •  Employee engagement •  Labor relations •  Wellness •  Open Enrollment •  Data processing •  Payroll

•  New hire orientation •  Compensation management •  Performance reviews •  Strategic objectives •  Compliance •  Policy management •  New benefit offerings •  Recruiting & selection


Benefits Service Center •  QMCSO administration

•  New hire communication •  Benefit enrollment •  Claims transactional services •  Confirmation statements

•  Interpretive language line •  Qualifying life event assistance •  Consistent messaging to employees •  Technical and navigational support •  COBRA assistance

•  Evidence of insurability •  Telephonic enrollment •  Employee communication •  Dependent eligibility verification •  Benefit explanation


Benefit Support Consultant

Phone Support

Email Support

Analysis Documenta@on Management

Task List Management

Fulfillment

Administra@ve Services Employee Support

Support Model

© 2015 Benefi+ocus.com, Inc. All Rights Reserved | Confiden@al & Proprietary 8 © 2015 Benefi+ocus.com, Inc. All Rights Reserved | Confiden@al & Proprietary 8

The Human Side of Technology

•  Associates are the founda@on of our service

•  Core values resonate in the service

•  Benefits are Good


BSC CULTURE VIDEO


Associate Investment

INDUSTRY STANDARDS

QUALITY PROGRAM

PLATFORM KNOWLEDGE

SOFT SKILLS

HEALTH REPORTS COWBELLS!

CELEBRATE SERVICE AWARDS

ADVANCED USER

CELEBRATE

BF BUCKS

TUITION ASSISTANCE

CEBS PROGRAM

TRAINING

CARREER DEVELOPMENT

CONTINUING EDUCATION

TOGETHER

MANAGEMENT CERTIFICATION


What percentage of eligible employees contacted the Benefits Service Center during open enrollment?

a.  20% -‐ 30% b. 30% -‐ 40% c.  40% -‐ 50%


Ability to Scale

•  Real-‐@me sta@s@cs

•  Integrated workforce management and forecas@ng

•  Quality development program


Of these contacts, what is the breakdown between calls and email?

a.  70% calls, 30% emails

b. 80% calls, 20% emails

c.  90% calls, 10% emails


Internal Tracking System

80%

20%

Case Origin Phone Call

Email to Case

55%

25%

8%

5%

4% 3%

Case Type Guide

Access

Navigation

Verification

Appeal

Other


What percentage of covered dependents are ineligible for coverage?

a.  0% b.  2% -‐ 6% c.  7% -‐ 10%


& ini@al ongoing


What percentage of your employees have a company designated email address?

a.  Less than 50% b.  Between 50% and 100% c.  100%


Fulfillment Support

Custom mailings

Email no@fica@on

Text message no@fica@on

Crea@ve development

Produc@on and distribu@on

Custom Services


AVERAGE JOE the story of


We Have You Covered!

Hope and Help for Hardworking Benefits Administrators and the People They Serve

Technology

Transcript of Hope and Help for Hardworking Benefits Administrators and the People They Serve