Virtual benefits enrollment strategies: Getting employees the benefits they needSun Life’s your partner for virtual enrollment

May 7, 2020

Webinar will start at 2 p.m. ET

Jenn RobbinsDirector, Field Enrollment

Ted PhillipsDirector, Digital Center of Excellence

Joi TillmanVP, Voluntary, Dental and Vision

Introduction• Flexible enrollment strategies that

engage and educate employees wherever they are located

• Online enrollment—on your platform or ours

• Maxwell Health, Sun Life’s benefits administration technology platform

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Virtual enrollment & communication strategies in a digital world

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Jenn RobbinsDirector, Field Enrollment

An integrated and connectedenrollment solution

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Sun Life invests time and

resources at the front end of

every enrollment to help

ensure the working conditions

necessary for success

Enrollment Management

Administrative Support ($) and EDX

Enrollment Resources: Benefit Counselors and Firms

Platform expertise and

integration

Tech Support

Customized Communication Plans

CLIENT

Any way you choose to enroll, you can count on Sun Life’s support

• Facilitate pre-enrollment preparation

• Coordinate enrollment event

• Train Benefit Counselors

• Communicate with HR

• Enrollment materials

• Post-enrollment follow-up

Enrollment Managers

• Non-commissioned

• Know whole package

• Educate + inform employees based on employee needs

• Conduct enrollments based on our proven standards

• Gather all information needed for application

• >90 bilingual BCs in network

Benefit Counselors (BC)

Sun Life has over 300 Benefit

Counselors versed in the Sun Life product suite

and enrollment processes. Over 90 are bilingual

speakers.

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Virtual meeting-in-a-box

Virtual group or 1:1 meeting support! ⎻ Live webinars including Q&A with a Benefit Counselor

⎻ 1:1 sessions for employees to ask questions specific to their benefit needs

⎻ Conference call dial-in service

⎻ Comprehensive marketing materials to educate employees

Customized landing pages – a one-stop shop enrollment! ⎻ Enrollment webinar with Q&A (live and/or recorded)

⎻ Informational videos

⎻ Your enrollment materials

⎻ Add a link to your enrollment page

Telephonic support for 1:1 communication to employees⎻ 24/7 access

⎻ Multi-lingual support

⎻ Inbound/outbound call services

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Spanish enrollment support⎻ Many of our trained Benefit

Counselors are multilingual

⎻ Pre-communication materials

⎻ Enrollment materials

⎻ Translators are available for telephonic enrollments

⎻ Spanish translation setting in Maxwell Health platform

Virtual meeting-in-a-box Your own platform + our benefits communication support

⎻ Educating your employees on all benefits

⎻ Enrollment support for your employees on your platform

⎻ Platform review before kicking off your open enrollment

⎻ We make data easy with back end integration

Maxwell Health – our benefits administration platform. Sun Life’s robust benefits administration technology platform provides you and your employees with an intuitive, end-to-end, virtual technology that:

⎻ Gives you the power to streamline your administrative tasks

⎻ Modernizes your benefits experience by making it digital

⎻ Gives your employees a benefits shopping experience that educates them on the value of their benefits

Use our enrollment only platform – Solidify HR. ⎻ Online solution for one time enrollment events

⎻ Daily enrollment reporting available

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Virtual meetings

What can Sun Life do for you?

• Create custom meeting rooms for each client

• 1:1 and group meetings with employees

• Waiting room feature to ensure private sessions

• Multiple meetings or rooms can be running simultaneously for large clients

• Benefit Counselors are trained on benefits and technology so they are prepared for on camera interactions

• Sign up electronically! Sun Life will work with your client to get employees signed up for meetings

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Enrollment landing page for Clients

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Customized client landing page

Scheduling tools for employees

Email and calendar reminders

Live webinar and Q&A

Employee access throughout the enrollment

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Sun Life Telephonic Enrollment

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Sun Life offers a telephonic solution with an emphasis on quality enrollment support tailored to unique solutions. We deploy Sun Life’s Benefit Counselor expertise over the phone which allows us to provide our client’s with an individualized enrollment experience.

Each event is staffed with a Sun Life Benefit Counselor who is trained on your client’s specific enrollment details.

Employees can speak 1:1 with a Benefit Counselor who can enroll the employee and capture a verbal signature

We also support Q&A for employees who will be self-enrolling but need help understanding their benefits

Feel secure in our conversations! Recordings are always made in case we need to reference them later.

We can offer the same support and quality

work as onsite BCs but over the phone through

an individualized enrollment experience.

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Legal/financial issues and resources

Emotional stress, depression

Marital/family issues

Behavioral health or substance abuse

Work-life needs and resources

Health care navigation

Telephonic reporting, real time assistance and volume monitoring

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Active daily management

Reporting capabilities including call volume, hold times, call resolution, Benefit Counselor (BC) availability, etc.

Real time technical assistance for BCs taking calls, up to the minute information for Enrollment Managers

Volume monitoring to make sure we are able to connect with your employees

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Flexibility, safety during COVID

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We’re prepared to help you navigate through the disruption and put together a plan to safely and seamlessly support you and your employees’ needs.

We’re also offering personal consultations and resources on planning & executing on a successful virtual enrollment event.

Maxwell and Sun Life digital partnerships: Solutions on your platform or ours

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Ted PhillipsDirector, Digital Center of Excellence

Digital tools now a necessity SUN LIFE + MAXWELL

• Benefits industry is rapidly evolving—digital capabilities are required

• Sun Life CoE is driving transformation using a Client-first mindset: Connect Clients to the right digital solution, based on their needs; providing streamlined benefits journey

First fully-unified carrier technology platform: brand newapproach driving change in the industry.

April 2019 – Sun Life + Maxwell Health announce joint offering to market.

June 2018 – Sun Life acquires Maxwell Health. Fuses worlds of insurance and technology.

Together we’re creating innovative approaches and a whole new

category of insurance solutions...14

Key differentiators with Sun Life + Maxwell offering:

Maxwell Health Marketplace includes connections and services like ACA compliance,ID theft, Telemedicine, Health Concierge and more!

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● Full-service implementation, renewal and shorter build time

● Streamlined EDI setup and tighter connectivity for Sun Life products (takes only 7-15 business days)

● EDI connections with Sun Life insurance products, medical carrier, and other non-medical carriers’ products at no charge

● Full mobile app experience—employees can shop, view and manage benefits right from the Maxwell app

● Tools like our Spanish translation, Supplemental Health and wellness benefit educators the help empower employees to feel confident in understanding and selecting the right benefits for their family

• One of the first carriers to take on the EDI build

• Sun Life’s broad suite of products* on exchange⎻ Includes: life, disability,

dental, vision, critical illness, cancer, and accident

• Available for both new and inforce Clients

Employee Navigator Carrier Data Exchange

*H2/Compass products only. Some product restrictions apply.

Significantly reduces timeline to

go live on EDI; removes

administrative headaches of

manual file set up

END!

START

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Maxwell Health Sun Life’s Benefits Administration Platform with full-service plan design configuration. Enroll medical too and get Sun Life and Medical EDI/EDX feeds at no additional cost. Placing additional Sun Life benefits can lower the cost—even to $0. 1,2

Solidify HR Sun Life’s enrollment-only platform. Enroll medical too and supplement with meetings with Benefits Counselors. No charge with 2 Supplemental Health coverages.

Third-party platformsWe vet EDI/EDX connectivity and provide support with the cost of enrollment. 1

Virtual enrollment environmentsFrom virtual enrollment meetings to landing pages, we are ready to educate and enroll employees.

Telephonic enrollments with a Benefit Counselor for an individualized enrollment experience.

We’ve got this. Look to Sun Life to help enroll employees in a virtual environment

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1. Terms and conditions apply. Inquire for details. Not available in WA and NY.

2. The PEPM fee is separate from insurance premiums, which may include administrative charges related to use of the platform.

Ask about New York variations.

Looking ahead

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Joi TillmanVP, Voluntary, Dental and Vision

Thinking more about virtual enrollment?

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UPCOMING COVID-19 RESPONSE WEBINAR

May 13, 2020 at 2 p.m. ET

Your benefits plan and COVID-19: Your top questions answered

✓ Help for furloughed workers to keep their pre-COVID-19 benefits

✓ Extended grace period, COVID-19 Critical Illness benefit, and more

✓ How to work with us easily any time, from where digitally

• What will your benefits enrollment look like in 2020, 2021?

• Can you effectively, and safely, meet your employees where they are, whether that is remote or in the office—or maybe both?

• Are you interested in hearing more about benefit administration platforms that can ease your burden, educate and enroll your employees, for all benefits including medical, and provide 24/7 access for employees to their benefits plans…for a low PEPM fee?

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UPCOMING COVID-19 RESPONSE WEBINAR

May 13, 2020 at 2 p.m. ET

Your benefits plan and COVID-19: Your top questions answered

✓ Help for furloughed workers to keep their pre-COVID-19 benefits

✓ Extended grace period, COVID-19 Critical Illness benefit, and more

✓ How to work with us easily any time, from where digitally

Learn more. Get a demo. For more information about our virtual enrollment capabilities and a demo of the Maxwell Health benefits administration platform, visit:

• www.sunlife.com/virtualmeetinginabox

• https://info.maxwellhealth.com/on-demand-videos

COVID-19 assistance. For more information about how we are responding to COVID-19, visit:

• www.sunlife.com/coronavirus

Group insurance policies are underwritten by Sun Life Assurance Company of Canada (Wellesley Hills, MA) in all states except New York. In New York, group insurance policies are underwritten by Sun Life and Health Insurance Company (U.S.) (Lansing, MI).© 2020 Sun Life Assurance Company of Canada, Wellesley Hills, MA 02481. All rights reserved. Sun Life and the globe symbol are trademarks of Sun Life Assurance Company of Canada. Visit us at www.sunlife.com/us

GVPPT-9403a SLPC30122 05/20 (exp. 05/22)