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

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 2011 Roadmap Project
Status
Develop single web location within IEEE.org for all discounts
Rebranding of FAP
Improved Visibility/centralization
Completed. Launched March 2011
Filterable based on availability and relevance by life stage, location
Completed. Launched August 2011
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.

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

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

12. IEEEinsurance.com

13. 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.

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

15. 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

17. 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

19. 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

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

22. 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

23. Thanks for your attention !
Sections Congress 2008, Quebec
Left, Mila Thelen
Right Lynn Koblin,