1. System Administration Benefits Reconciliation

2. Agenda Why It’s Important The Approach Multi-Factor Equation Let’s Get Started Benefits Recon Center Built in Workflow Questions

3. Why it’s important Benefits Administration plays a significant role in your financial picture. If left unmanaged, the impact could be detrimental.

4. The Approach Hands On Approach No shortcuts, no magic pills. Many moving parts. Let’s do it right. NetWise Approach We took a holistic view of the Benefits Reconciliation equation. All characters need to support the goal of Reconciliation. More than a new tool but includes enhancements to existing functionality as well.

5. Multi Factor Equation Internal Administrative Processes Ensuring Client is matched up to the best plan for both them and you. Ensuring that Employee elections translate to smooth Carrier enrollment and Payroll system setup. Change Management. Process Workflows.

6. Multi Factor Equation Payroll System Administration Do you have the data needed? Do you have access to it? Not about the system, but the use. Are you setting yourself up for success or a data nightmare? This means implementing Data Standards and enforcing them. Think System Alignment.

7. Multi Factor Equation Carrier Management Open Enrollments Employee Enrollment & Terminations Invoice & Credit Management Workflow Auditing

8. Let’s Get Started Administrative Requirements Plan Setup Master Benefits Plans Client Level Benefits Plans Benefits Tiers Offered Benefits Plans Employee Benefits Setup Employee Deduction Voucher & Import

9. Benefits Recon Center

10. Master Benefits Record (MBR) Type: Billing Record Collection Record Deposit Record Category: Credit Debit Status: Raw Data Exception Reconciled

11. Processing Carrier Invoice Import Benefits Recon Center

12. Processing EDV Conversion

13. Benefits Recon Center Processing Auto-Reconciliation Auto-Match Options

14. Benefits Recon Center Research MBR Simple Search & Dashboard

15. Benefits Recon Center Research MBR Match Records & Match Comparison

16. Benefits Recon Center Research Quick Links in Headers

17. Manual Matching Benefits Recon Center

18. Built in Workflow Reporting and Management