An Automated Benefits Administration System brought to you by [PARTNER NAME]

[date]

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Agenda

Ready…Enroll Complete overview “Enrollment for Everyone” The complete enrollment solution

Ready...Enroll Complete

What is it? Full employee self-service system Full-featured, easy-to-use administration and reporting tools Component of the Benergy System from our technology partner

A.D.A.M.

Who implements it? A.D.A.M. configures it for you

Who uses it? A.D.A.M. will train you to use the system Employees make their elections right online Carriers receive reports and extracts

Reports

Data and

Rules

Enroll

Manage

Forms Configure

PaperForms

Extract

A.D.A.M. configures the A.D.A.M. configures the application and loads data.application and loads data.

Employees learn, compare plans Employees learn, compare plans and make elections online.and make elections online.

You manage the process andYou manage the process andthe ongoing enrollments usingthe ongoing enrollments usinginformation captured and stored information captured and stored in the database.in the database.

You and your carriers receive You and your carriers receive reports and extracts in the right reports and extracts in the right formats.formats.

Supports the entire enrollment process

Handles virtually every event and plan

Automates benefits elections: new hire enrollment annual enrollment life events changes

Facilitates benefits administration reporting data management data interchange

Supports and transacts employees’ benefit decisions: medical dental vision plans life insurance retirement plans stock purchase plans voluntary benefits

Let’s take a look!

A component of the Benergy System

Well-rounded benefits enrollment and administration system

Let’s take a look…

Communications

Employees will have the Employees will have the Benergy™ communications Benergy™ communications portal and knowledgebaseportal and knowledgebase

You communicate an overview You communicate an overview of the enrollment event through of the enrollment event through Ready…EnrollReady…Enroll

Enrollment can be initiated Enrollment can be initiated through life events checkliststhrough life events checklists

Decision support

Options page in Ready…Enroll Options page in Ready…Enroll gives employees the ability to gives employees the ability to compare plan features and costscompare plan features and costs

Benefits calculators facilitate Benefits calculators facilitate decision makingdecision making

Convenient links to provider Convenient links to provider directoriesdirectories

Self-service

Employees are guided through Employees are guided through the enrollment paththe enrollment path

They record their elections They record their elections through intuitive web screensthrough intuitive web screens

System performs error checking System performs error checking to ensure accurate transactionsto ensure accurate transactions

Employees obtain a complete Employees obtain a complete confirmation statementconfirmation statement

Data management

The system stores and manages The system stores and manages enrollment dataenrollment data

It simplifies data uploads and It simplifies data uploads and extractsextracts

You can easily add, delete and You can easily add, delete and edit employee recordsedit employee records

Ensures that you get consistent, Ensures that you get consistent, accurate and timely informationaccurate and timely information

Reporting

Full complement of standard Full complement of standard reportsreports

Regularly scheduled or ad hoc Regularly scheduled or ad hoc reportsreports

Reports output to popular Reports output to popular formats:formats: Carrier forms (.pdf)Carrier forms (.pdf) MS ExcelMS Excel MS AccessMS Access Crystal ReportsCrystal Reports