How to best leverage the Selerix license Megan Barnett Chief Operating Officer Troodon Group Shaun Urista Regional Sales Manager, South Central & Gulf Coast Trustmark Voluntary Benefit Solutions

The Good, The Bad, & The Ugly Using Benefit Administration systems to manage employee benefits and more. The Good, The Bad, & The Ugly

Ben Admin vs. Enrollment tool

Enrollment platform vs. Ben Admin Application taker Benefits administration is the process of establishing, maintaining, and managing benefits for the employees of an organization during open enrollment and on-going Open enrollment tool only After OE - Manual Process Full functionality Payroll Reporting EDI file feeds Maintenance tool Leave-behind tool 12 1 2 3 4 5 6 7 8 9 10 11

Characteristics of a Ben Admin system 10 characteristics of a sophisticated Ben Admin system ACA Reporting FSA and COBRA Carrier Partnerships Decision Support Voluntary Benefits Payroll & Bill Reconciliation Employee Maintenance Multiple Enrollment Methods EDI File Transfers Customization Benefit Administration System

Case study Why Client benefit Broker benefit Moving a client from an existing enrollment platform to a Ben Admin system Why $70k carrier deficit because the clients current system was set up incorrectly Existing platform did not handle 2nd year or late entrant products Client benefit Smoother, more efficient open enrollment Streamlined application process Bill reconciliation Broker benefit Simplified administration Less manual processes

Value of the sale Broker to define with client – What is the best fit for your client’s needs? Products – core and voluntary benefits Carriers – performance and compliance – Trustmark partnership Tech competence of Administration staff “Ability” of client to make the change Design a RoadMap Who pays for the technology? Creative solutions to get costs down for client and brokers Strengthen client relationships Control Control timeline, quality, message, etc. Credibility Combine benefits, marketing, and technology 7

Implementation of the Ben Admin 4 keys to success and how not to fail Communication and goals Internal goals External goals Expectations and limitations Step 4 Step 3 Step 2 Step 1 Planning Timelines Deadlines Carrier selection Development and testing Carrier/broker testing and sign-off Internal QA Education and training Education and learning from mistakes

What does it take? Data configuration Project management - Implementation Customer service Quality assurance analyst

Contact your regional sales person For more information on how to leverage the Selerix license, reach out to your Trustmark regional sales team member.

Megan Barnett Shaun Urista Chief Operating Officer Troodon Group (501) 227-0194 megan@troodongroup.com www.troodongroup.com Shaun Urista Regional Sales Manager, South Central & Gulf Coast Trustmark Voluntary Benefit Solutions shaun.urista@trustmarksolutions.com