Why Willis? - Brevard Public Schoolseagendatoc.brevardschools.org/02-28-2012 Special... · Why...
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Willis of Florida Employee Benefits Consulting Services Finalist Presentation February 13, 2012: Brevard County Board of County Commissioners And Brevard Public Schools Why Willis?
Transcript of Why Willis? - Brevard Public Schoolseagendatoc.brevardschools.org/02-28-2012 Special... · Why...
Willis of FloridaEmployee Benefits Consulting Services
Finalist Presentation
February 13, 2012:
Brevard County Board of County Commissioners
And
Brevard Public Schools
Why Willis?
Agenda – Why Willis?
What Makes Willis Different?– The Willis Value Proposition
How Will We Serve You?– Meet the Core Service Team
Examples of Client Service Outcomes– Using Health Plan Comparisons/Utilization Analysis
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– Using Health Plan Comparisons/Utilization Analysis
– Assuring Client Compliance with Federal and State Regulations
Your Evaluation Criteria:– Cost Component/Fee
– Technical Approach/Services Provided
– Qualifications of Firm
– Similar Experience/Reference
Why Willis?
We focus on 3 things:
Understanding The Needs of Our Clients
1. Control Costs
2. Reduce HR Workload
3. Educate and Train Employees40%
50%
60%
70%
80%
What Makes Willis Different?
Our Employee Benefits Value Proposition
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0%
10%
20%
30%
40%
Control H& WCosts
Expand IntranetUse
ExpandEmployee Self
Service
Provide FinancialPlanning Tools
ProvideInvestmentEducation
Control My Costs
Reduce My Work
Educate and Train My Employees
Client Needs
How Will We Serve You?
Mike Meredith, Strategic Client Advocate
561 504 [email protected]
Brevard County Board of County Commissioners & Brevard Public Schools
Carol Hendricksen,Local Client Advocate
772 469 [email protected]
Sue Wiesing,Public Sector Specialist
Allison Frederick,Client Manager
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Public Sector [email protected]
Client [email protected]
Willis National Practice Resources
Cheryl MealeyNational Practice Leader
Rebecca LawrenceLegal Research Group
Doug LeySr. VP, Director Actuarial Services
Ame McCluneCommunications
Jennifer BartonNational Practice/HR Partner
How Will We Serve You?The Willis Government Entity Team Mike Meredith, Client Advocate, Senior Consultant—
Responsible for the overall satisfaction of Brevard County/Schools with Willis employee benefit services. Specific account responsibilities are strategic planning, assisting with the management of the benefits programs, formal presentations, carrier negotiations and overall relationship management.
Carol Hendricksen, Employee Benefits Consultant—
Carol provides direct client support and facilitates the use and allocation of local and strategic Willis resources. Attends local meetings, provides project management on key initiatives; including, facilitating the coordination of project objectives between insurance providers and Brevard
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facilitating the coordination of project objectives between insurance providers and Brevard County/Schools.
Sue Wiesing, Account Executive/Transition Specialist—
Responsible for providing initial transition support with vendors, carriers and service team; provides ongoing account management; including, compliance updates, human resources initiatives, consultative support for benefit plans, plan design, marketing and renewal process.
Allison Frederick, Client Service Manager—
Responsible for day-to-day client service. Works behind the scenes to support service activities; including, coordinating marketing and renewals, working with actuarial and underwriting team for regular financial updates, designing plan summaries and comparisons, communicating legislation and compliance updates.
The Transition Process–Working Together with Urgency and Quality
Preliminary Planning Meeting– Introductions and Roles
– Transition of Service via BOR and Carrier Appointments
– Inventory of Current Policies and Analytical Information
– Client Feedback and Review of Current Plans
Current Situation
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Current Situation– Analysis of Current Plans: financial, structural, and service
– Status of Healthcare Reform Compliance Priorities
– Preliminary Compliance Priorities
Moving Forward– Review Results of Current Plan Analysis and Set Strategic Goals
– Develop Detailed Client Service Plan with Priorities and Timeframes
– Draft Marketing RFP for expedited process where applicable
Examples of Client Service Outcomes:
Using Health Plan Comparisons and Utilization Analysis
City of Plantation’s First Year
11.7 to 1 return on investment for each dollar spent
$1.1 Million saved through marketing, analysis and negotiations
FinancialReporting &
Analysis
FinancialReporting &
Analysis
PlanPerformance
toGoals
PlanPerformance
toGoals
PlanDesign
Modeling / Benchmarking
PlanDesign
Modeling / Benchmarking
ReviewBusiness
Objectives
ReviewBusiness
Objectives
StrategicPlanning
StrategicPlanning
WillisWillisConsultative
FinancialReporting &
Analysis
FinancialReporting &
Analysis
PlanPerformance
toGoals
PlanPerformance
toGoals
PlanDesign
Modeling / Benchmarking
PlanDesign
Modeling / Benchmarking
ReviewBusiness
Objectives
ReviewBusiness
Objectives
StrategicPlanning
StrategicPlanning
WillisWillisConsultative
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NCH Healthcare System’s 17th Year*
17.5% Reduction in Healthcare Trend through implementation of vigorous wellness and disease management initiatives
Collier County Board of County Commissioners 15th
Year*
$2.1 Million saved in pharmacy costs through comprehensive marketing, analysis and negotiations.
EmployeeCommunication
EmployeeCommunication
PlanImplementation
PlanImplementation
VendorEvaluations
VendorEvaluations
PlanMarketing
PlanMarketing
Regulatory &Compliance
Review
Regulatory &Compliance
Review
WillisConsultative
Process
ConsultativeProcess
EmployeeCommunication
EmployeeCommunication
PlanImplementation
PlanImplementation
VendorEvaluations
VendorEvaluations
PlanMarketing
PlanMarketing
Regulatory &Compliance
Review
Regulatory &Compliance
Review
WillisConsultative
Process
ConsultativeProcess
* See Exhibits/Samples
Examples of Client Service Outcomes:
Assuring Client Compliance:
Keeping clients up to date on with accurate actionable information
– Unlimited access to Willis ERISA attorneys*
– Employer HCR Guide*
– Willis Online-Compliance Manual and self-service support
– Publications Educating Clients
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– Publications
• HRFocus (newsletters)
• Alerts (legal briefs)
• Benefit Briefs (weekly FAQ’s)
– Webcasts, Seminars, Checklists*
Financial/Actuarial support for compliance
– Cobra Rates
– IBNR Calculations
– GASB 45 Calculations
Educating Clients
* See Exhibits/Samples
Cost Component/Fee:Success Defined by You Willis Bill of Rights
Transparency
Compensation - Your Way
Commission Proposal
• Brevard County: $85K
• Brevard Public Schools: $145K
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• Brevard Public Schools: $145K
• No Change for Five-Year Contract
Options Available
Performance Guarantees - Your Way
15% of fee at risk
• Analysis and Reporting
• Renewal and Negotiation
• Client Management
End of Year Assessment
Client Advocate
Technical Approach/Services Provided
Willis builds a team of subject matter experts around every clie nt
Open Enrollment
New Hire Orientation
Federal compliance
Client support
Seminars/webcasts
HR strategy
Total rewards
HR audits
Turnkey wellness
Worksite reviews
Diet content
Data mining & analytics
H&W actuarial
CommunicationsLegal and Compliance
Human Resources
Wellness Consulting
Healthcare Cost Management
Willis builds a team of subject matter experts around every client
Open Enrollment
New Hire Orientation
Federal compliance
Client support
Seminars/webcasts
HR strategy
Total rewards
HR audits
Turnkey wellness
Worksite reviews
Diet content
Data mining & analytics
H&W actuarial
CommunicationsLegal and Compliance
Human Resources
Wellness Consulting
Healthcare Cost Management
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Employee outreach
Wellness
Consumer engagement
Media includes: Print, Electronic: Web, Video and Text Messaging
Compliance Manual
Publications
Government filing
Best practices
Handbooks
Policy and procedures
Training/
development
Web based tools
Fitness content
Health coaching
Reward tracking
Reward delivery
Financial reporting
Prescription drug
CDHC feasibility
Plan design modeling
Contribution modeling
Migration studies
Benchmarking
Underwriting
Partnering with HR to Drive Business Results
Employee outreach
Wellness
Consumer engagement
Media includes: Print, Electronic: Web, Video and Text Messaging
Compliance Manual
Publications
Government filing
Best practices
Handbooks
Policy and procedures
Training/
development
Web based tools
Fitness content
Health coaching
Reward tracking
Reward delivery
Financial reporting
Prescription drug
CDHC feasibility
Plan design modeling
Contribution modeling
Migration studies
Benchmarking
Underwriting
Total Reward for the Prices of Placement
Qualifications of Firm:Willis Differentiators
Willis Differentiators
– Oldest Broker/Consultant in the World
– Global Market Clout –”Glocal” Approach to Service
– Complete Transparency
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– Complete Transparency
– No Contingent Compensation or Compensation Paid on Volume or Persistency
– Exceptional FL Talent; Exceptional FL Team
Similar Experience/References:
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What Our Clients Say About Us........
"Mike, Steve – thanks to you and your team for all of your work on this RFP. AirTran will achieve significant cost savings and the chance for improved services because of this work. As always – you guys deliver results."
Loral R. BlindeSenior Vice President, Human Resources and Administration
AirTran Airways, Orlando, FL; November 18, 2010
“Mike – this email is long-overdue. I want you to know how much NCH appreciates the expertise and prompt guidance and service that Sue, Steve, and Allison provide to us. As an example, their attention to detail during the recent benefit analysis was outstanding and the presentation was very easy to follow and to understand!!”
Thank you,
Brian C.G. SettleChief Human Resources Officer
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NCH Healthcare System, Naples, FL; September 22, 2010
"Willis has far exceeded our expectations as a consultant for Kids in Distress. Their hands-on service, coupled with their ability to meet the unique challenges of a not-for-profit agency, has proven invaluable to us. Their willingness to assist with our communications to insurance providers not only during the renewal period but throughout the year; helping to resolve issues and get answers has exceeded our expectations. Our Willis Team never fails to provide us with the right solution at the right time. We are very fortunate to have partnered with the talented professionals at Willis."
Jan AlbertVice President of Human Resources
Kids In Distress, Fort Lauderdale, FL; November 16, 2010
"After evaluating several local and national firms, we selected Willis. While Willis is a large, global organization, we have been pleasantly surprised by the outstanding hands-on attention and local service have received. Far exceeding our expectations in every way, Willis has been able to save the City of Plantation millions of dollars through their recommendations. Resources relating to underwriting, human resources ,support and are extremely valuable to the City and were not available to us previously serviced by brokers. The City's partnership with Willis is invaluable to us."
Margie MoaleHuman Resources Director
City of Plantation, FL; November 3, 2010
Why Willis?The Best of Both Worlds
Pure Consulting Willis Pure Brokerage•Vast Resources
•National in Scope
•Process Focused
•Limited Engagement
•Fee for Service
•Vast Resources
•International in Scope
•Process / Cost Focused
•Long Term Engagement
•Commission or Fees
•Limited Resources
•Local or Regional Scope
•Cost Focused
•Long Term Engagement
•Commission Based
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•Fee for Service
•Project Oriented
•Focused Specialization
•Large Employers (Fortune 1000)
•Commission or Fees
•Market Focused
•Market Specialization
•Innovative Solutions
•Middle to Large Employers
•Cost/Service Transparent
•Commission Based
•Market Oriented
•Carrier Specialization
•Small to Middle Employers
Profit Center Orientation
Value Centered Delivery
Orientation
Profit Center Orientation
Why Willis?
The Client
Advocacy
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Expertise &Resources
The WillisWay
Advocacy
Thank you for the opportunity to meet with
you and your team at Brevard County Board of County Commissioners and Brevard Public
Schools. We welcome your…..
Conclusion
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Questions
