Cool New Features.

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Presentation transcript:

Cool New Features

Agenda License Editions & Pricing Structure Defined Contribution Broker Broadcast Engaging clients with sharing documents and notes Mobile App Enhancements

Pricing & Editions: License Editions Basic: Agency Management & Communication Only Professional: Enrollment Enhanced: Defined contribution Enhanced messaging 1 Phone support user Enterprise: Coming this summer with Self-service EDI with $0.04 per transmission per employee

Product strategy moving forward All major new features will go in Enhanced Features we are working on: Broker to employee broadcast (Enhanced) Rewrite EDI: $0.04 per transmission(Enterprise) Benefits: Improve universal & HSA (Professional) Voluntary Life: more supported plan designs (Professional) Agency: Commission & Issue tracking, agency library (Basic) HR to employee broadcast: (Direct marketing to companies) New fee schedule is available online

Defined Contribution: Available for Enhanced licenses Phase 1 Supports medical, dental, vision & HSA Defined contributions can vary by class, department, etc. Different contributions (usually reduced) for declined health benefits Customizable description page Reporting: new fields in ad hoc row report engine Phase 2 Features Add support for Voluntary life, AD&D, LTD, STD Add video & document support to description page Decision support

Defined Contribution design needs to be strictly enforced All plans participating in defined contribution must have the same renewal (ie. medical, HSA, dental vision, etc.) Exclude HSA from DC when setup on calendar plan year and medical on off-calendar All plans must have the same # pays Make sure contributions don’t leave a penny hanging around Monthly payroll frequency won’t cause rounding or calculation variations First of the month eligibility is the cleanest old way Broker & HR designed plan then tried to push it in admin system won’t work

Broker broadcast: Quickly broadcast message across your agency platform and engage your clients Get your clients coming to your site so they know all of the services you offer Broadcast email notifies HR immediately Flexibility to customize distribution list based on states, carriers, plan types, or specific users

Broadcast Email tips Broker must have access to the company HR can comment on a received broadcast, and only the broker will see that comment Broker cannot respond to a comment on a broadcast HR can elect to opt-out of receiving broadcast emails on their user profile permissions