Welcome Company Name

Table of Contents Company Overview…............................................ Program Overview….............................................. EAP+Work/Life Assistance..................................... Member Experience…….…................................... Resources for Managers………….……………….. EAP Member Website…….……………………….. How to Reach Us…................................................ 2 6 10 18 22 29 31

Company Overview 2

Company Overview Nation’s leader in healthcare advocacy and employee assistance programs Senior leaders with 90+ years of combined experience Expert staff of EAP and Work/Life professionals Powerful and proprietary infrastructure Strong brand recognized as objective and well-respected A subsidiary of West Corporation 3

When small problems aren’t so small

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Program Overview 6

Welcome to Health Advocate METRICS Welcome to Health Advocate Your Health Advocate EAP+Work/Life benefit provides: Unlimited access for all employees and eligible family members at no cost A single number that connects employees 24/7 Multi-language capabilities

Private and Confidential METRICS Private and Confidential We protect employees’ privacy All healthcare information is kept strictly confidential We fully comply with the federal Health Insurance Portability and Accountability Act (HIPAA)

Addresses the entire family’s needs Employee Spouse/Domestic Partner Dependent children Parents and parents-in-law 9

EAP+Work/Life 10

Program Overview Available 24 hours a day, 7 days a week Licensed Professional Counselors available in person, by telephone and secure video (computer and mobile devices) Access to experienced Work/Life Specialists for help achieving a better work/life balance 11

We Help Address a Wide Range of Issues Emotional Well-Being Relationships Family/parenting issues Adolescent issues Depression Anxiety Substance abuse Stress management Grief and loss Life’s transitions 12

We Help Address a Wide Range of Issues Health and Wellness Safety Self-nurturing Alternative medicine Healthy eating/recipes Men’s, Women’s and Children’s health Cultivating mindfulness 13

We Help Address a Wide Range of Issues Work/Life Support Work/Life Specialists find local services and resources to help with: Eldercare and childcare Balancing work and family Legal and financial concerns Home organization Time management Relocation issues Occupational stress Working with others 14

Legal Consultation Services Free consultation with an attorney and 25 percent discount on fees if retained Criminal law General/civil law Domestic/family law Elder law Real estate Tax and IRS matters Motor vehicle law 15

Financial Wellness and Consultation Free consultation with a financial specialist available online or by telephone Credit management Debt counseling Budgeting Restoring credit Investments Home refinancing Student loans Retirement planning Divorce planning 16

Additional Work/Life Support Medical Bill Saver™ Negotiation experts help reduce out-of-pocket costs for medical and dental bills (over $400) that are not covered by insurance Personal Concierge Service Time-saving help with travel and event bookings 17

Member Experience 18

Problem: Marital problems caused by financial stress Due to the loss of his wife’s income and poor money management skills, Tim’s financial debt was growing quickly… and the strain was affecting his marriage and job performance. Solution: Tim called a Licensed Professional Counselor His Counselor: Set up couples’ counseling sessions to discuss strategies to help Jim and his wife communicate more effectively about finances Suggested stress management techniques Connected Tim with a financial specialist for a free consultation 19

Problem: A child’s mental health issues Marie’s teenage daughter was experiencing sleep loss, failing grades and behavior problems as a result of multiple stressors, and communication had begun to break down with her parents. Solution: Marie called a Licensed Professional Counselor Her Counselor: Scheduled a family counseling session to accommodate her daughter’s school/work/athletic schedule Guided the daughter with strategies to better balance responsibilities and set priorities Helped the family build effective communication skills Suggested simple stress management strategies

Problem: Substance abuse Jane was prescribed a number of medications to treat her depression and mood issues, including anti-anxiety drugs. Whenever stress mounted, she began reaching for more pills than she knew was healthy, but wasn’t able to stop. When her dependency started to affect her work, Jane called the EAP+Work/Life program for help. Solution: Jane called a Licensed Professional Counselor Her Counselor: Helped her sort through the prescription medications she was taking Suggested ways to follow the recommended regimen and monitor her use Offered coping techniques to better manage stress Connected her to resources about substance abuse

Resources for Managers and Supervisors 22

Resources for Managers & Supervisors Unlimited telephonic consultation for management and supervisors Clinical team with 50+ years experience Available 24/7 to all levels of management team Online library of 60+ management skill builders (e.g., effective communication, performance management, team building, managing stress) Quarterly supervisor newsletter 23

Expert Help with a Wide Range of Issues Threats of domestic violence Workplace bullying Performance problems Training needs Mandatory referrals Critical incidents Employee conflicts Periods of change (e.g., mergers, downsizing) Disruptive behavior/behavior that presents a safety hazard Workplace violence risk 24

Management Consultation Form 25

Problem: Jenna, a bank manager, called Health Advocate about an employee who was making threatening remarks in the workplace, including statements that his anger was “getting out of control.” Solution: Health Advocate’s team: Arranged an immediate evaluation that determined the employee was at low risk to actually become violent Created an action plan to help the employee manage his anger, mitigate risk, and coach on more effective conflict management Followed up with the employee for ongoing compliance Health Advocate would back up the BSC on all medical issues that it cannot resolve in one call. The BSC would continue doing what is currently does well, but now would be able to “soft transfer” to HA employees who have questions or problems that are outside of their scope. HA is staffed by nurses who understand their mission. They reach out to UHC, Anthem, to doctors, hospitals, to the specialty programs that we’ve purchased from the health plans like Health allies or Cancer Resources, they connect with our EAP, our drug management company. They help negotiate away or reduce balance bill amounts that would other wise result in a claims appeal, And as an added super benefit, when a claim appeal does happen, they work to gather the facts and pull it together or four consideration. The claims we went over earlier they stepped in midway. Some of those might not have become claims appeals. Throughout the process thy are in touch with the employee until the issue is resolved. We’d like to give the HA folks a chance to tell you themselves what they do.

” “ ” Testimonial: Are you ready when violence occurs? One of our employees began getting highly-threatening calls from her boyfriend during her lunch hour. When he began hanging out in the parking lot, pacing and ranting, her co-workers became alarmed and called HR. The Health Advocate EAP team helped us take the right steps to protect the employee, address coworkers’ concerns and get the problem resolved quickly and safely. ”

“ ” Testimonial: Help managers handle sensitive issues early A senior-level employee began making negative remarks about a client’s accent and a new employee’s cultural background. The employee started to withdraw, and I began hearing complaints. The Health Advocate EAP team coached the employee’s supervisor on how to handle the situation, and held a counseling session with the offending employee. Fortunately, his behavior improved and morale increased remarkably. So glad they helped us diffuse this situation fast! ”

EAP Member Website Comprehensive resource available 24/7 Details about program services and features Informational articles on emotional well-being, relationships, financial health and legal topics Member video and other communications 29

EAP Member Website Monthly member webinars (e.g., Building Healthy Relationships, Dealing with Caregiver Stress, Improving Communications) Online training HealthAdvocate.com/members 30

How to Reach Health Advocate Telephone: 877.240.6863 Email: answers@HealthAdvocate.com Website: HealthAdvocate.com/members Hours of Operation Normal hours of operation are Monday - Friday, from 8 am to 12 am (midnight), Eastern Time. Health Advocate can be accessed 24/7. Staff is available for assistance after hours and on weekends. 31

Thank You Any questions?