1. Benefits Reconciliation Workshop John Ykema, Director of Sales & Marketing

2. Agenda Welcome to Benefits Recon The Approach Brief Demo Discussion: Strategies Let Us Help

3. The Approach Hands On Approach No shortcuts, no magic bullet. 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.

4. Benefits Reconciliation Center Brief Demo of the Recon Tool in our PEO Demo Site. Intro to the Benefits Recon Center Preparing the Data Auto – Reconcile Research the Exceptions Manual Match Reporting

5. Discussion: Strategies If it’s done in-house, what is your current benefits Underwriting/Quoting process? How do you ensure a smooth transition between Employee Elections and Carrier Enrollment? And what about Payroll System Setup? How does your benefits department handle employee/client changes (qualifying events)?

6. Discussion: Strategies Continued Do you have data standards internally, both in your payroll system and Clientspace? How to you enforce them? What processes do you have in place for interacting with Carriers? Internal Controls?

7. Let us help! For more info about implementing these strategies or the Benefits Recon Center, please reach out to your Account Manager.