Member Discounts Region 7 Meeting- Training Session Montreal 27 April 2012 Lynn Koblin, Sponsored Discounts & Insurance Program Manager

2012 IB&SC Volunteers Voting Members JOSEPH V. LILLIE 2012 Chair HAROLD L. FLESCHER IEEE Treasurer PABLO HERRERO Member at Large (GOLD) MICHAEL R. ANDREWS Member at Large MARK J. KAROL Member-at-Large RAED ABDULLAH Region 7 Representative ALI EL-MOUSA Region 8 Representative RICHARDO A. VEIGA Region 9 Representative LANCE FUNG Region 10 Representative MURTY S. POLAVARAPU IEEE-USA Representative Non-Voting Members THOMAS LYNCH Sr. Director, Fin. Services LYNN KOBLIN Staff Secretary

Agenda Role and focus of the MGA Individual Benefits & Services Committee (IB&SC) Roadmap for Discounts to 2015 Overview of Discounts and Insurance in R7 IEEE Member Participation Highlights New Discounts for 2012

MGA IB&SC Role The charter of this committee is to review and recommend approval of member benefits to the MGA Board In practice, the committee has focused on sponsored programs offered by commercial entities to provide an advantage to members over non-members to deliver at no cost to the association to generate non-dues revenue Helps to ensure IEEE is an advocate

IB&SC Focus in 2012 Continuous improvement of the current portfolio of insurance and discount products Expansion where practicable and desirable in multiple countries Globalization of IEEE benefits Follow the Board approved Roadmap for Discounts 2015

What is the Member Experience Roadmap? Board approved a “roadmap” strategy, which pertains to 5 IEEE product areas targeted for improved satisfaction/experience: Discounts on Professional Services Career Services Publications Continuing Education Professional Networking Rami Mushcab, 2010 Vice Chair Strategic Management and Analysis and Jamie Moesch, Director Member Strategy, Presentation to IEEE Board 20 November 2010

Roadmap Template for Top 5 Member Needs Envisioned Experience “I, as a member,…” Specific Strategies “We, as IEEE, must …” More Explanation Gap Analysis Implementation Plan Major Projects & Activities Metrics Risk 2011 2012 2013 2014 2015

2011 Roadmap Project Status Develop single web location within IEEE.org for all discounts Rebranding of FAP Improved Visibility/centralization Completed. Launched March 2011 www.ieee.org/go/discounts Filterable based on availability and relevance by life stage, location Completed. Launched August 2011 http://www.ieee.org/membership_services/membership/benefits/index.html Detailed description of why not all discounts are available in every location Completed. Launched FAQ page for Discounts, March 2011 Market assessment study for new discount benefits that are global in nature In Process. Launching new insurance program for Regions 8-10, in 2012 with Clements Worldwide Improve feedback mechanisms In Process. New contact links for discounts are in place, and polling tools will be developed.

Discounts from Various OUs are Listed and linked From this central Page. Special offers, or Society discounts may Be featured here.

Sponsored Discounts in Region 7 As of April 2012 Insurance Technology Travel Home/Office

IEEEinsurance.com

New Member Mailing in Canada Improved visibility to NEW IEEE members Booklet describes the value of sponsored insurance Products (Marsh only) Sets new members’ expectations for what they will receive in the mail and via other marketing communications. Delivered within 90 days of joining IEEE.

Professional Liability Insurance Coverage for Full-time and part-time Self-employment 10% premium credit for Taking IEEE risk-management course No deductible

IEEEinsurance.com 50th anniversary of the group insurance program at IEEE Same partners, Marsh and New York Life Insurance Company Year-long awareness campaign features milestones of IEEE and the program

Auto/home Insurance 2012 National Contest As a member of IEEE, this benefit goes beyond saving you money on your insurance. You could be a winner in the Around the World with $30,000 Contest just by getting a quote or providing your current insurance expiry date. ________________________ Excellent rates Available nationwide; bilingual

Dell MPP (updated) Up to 30% of regular priced PC offers and up to 10% off other components Dell MPP accommodates members in English and French in Canada Access this link From www.ieee.org/go/discounts

New Discounts Adding a Travel suite of discounts Available to all members Tours, lodging, attractions, etc. Status: pending contract and launch Q2

New Discounts Adding International Insurance Serving Regions 8, 9, 10 specifically Lead product is “guarantee issue” life insurance , benefit up to USD$250k Some other products will cater to international workers/expats and those who travel to high risk areas Status: pending marketing development and launch Q2

Thanks for your attention ! Sections Congress 2008, Quebec Left, Mila Thelen m.thelen@ieee.org, Right Lynn Koblin, l.koblin@ieee.org