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  1. The Agenda ã Section 1– What is Connected Benefits powered by Maxwell Health? – Website – Who are we? – What can CB do for me? – Maxwell Health Mobile App…
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  • 1. The Agenda • Section 1– What is Connected Benefits powered by Maxwell Health? – Website – Who are we? – What can CB do for me? – Maxwell Health Mobile App – Health Advocate Service • Section 2 – Voluntary Store Overview – Dental – Vision – Life Insurance – Disability – Critical Illness – Accident • Section 3 – Implementation and Process
  • 2. connectedbenefits.com
  • 3. Who is Connected Benefits? We are a turnkey cloud-based service company that provides Insurance and Administration services to the Clients of Maxwell Health • We provide you with the following services: – Insurance Brokerage Services – Implementation: enrollment, contract delivery, renewal services – Call center: support for sales, enrollment, services and more – Customer service for: individuals, employee and employer • Employers can fund via: – Traditional defined benefit – Defined contribution (marketplace) – Voluntary • Employers/Employees get access to: – Maxwell Admin / Employee Portals – Mobile App – Health Advocate – AT NO COST!!!
  • 4. What can Connected Benefits do for me? Employee Benefits Programs Traditional Benefit Program / Defined Benefits – Health, Life, Dental, Vision, Disability, etc. – Benefits Admin System for Enrollment and Reporting Exchange Platform / Defined Contribution – Multiple Plan Offerings – Employee Choice – Benefits “Allowance” for each employee – Fixed Costs for employer Voluntary Benefits – Paid by employee – Employee choice and access – Ease of enrollment and administration – Paperless All of these programs comes with the Maxwell Health Mobile App and the Health Advocate Service that will make your employees life easier!
  • 5. Maxwell Health Mobile App • Instant Access to Health Advocate • Call, text or send a picture – The Health Advocate can help you navigate • Wellness • Connects to fitness devices such as “FitBit” or “Jawbone Up” • Uses a card system similar to “Apple Passport” or “Google’s Card System” • Available now on the Apple App Store and Google Play
  • 6. Health Advocate Instant Access to Health Advocate Call, text or send a picture – The Health Advocate can help you navigate
  • 7. Section 2 Your Benefits Store
  • 8. Benefits Store Overview
  • 9. Section 3 Implementation & Process
  • 10. Implementation Timeline • Implementation – Build out the employer/employee portal (2-4 Days) – Set up Kick off Call • Demonstrate the Portal • Admin Portal training • Employee Portal – Send Welcome Emails to Employees • Employees login to Portal – Open Enrollment • Employees login and make elections • Paperless! – Post Enrollment • Send off election to carrier • Download payroll and election reports • Post Enrollment – Mobile App – Health Advocate Service – Admin Portal • New Hires • Terminations • Changes
  • 11. Thank you Questions and Comments? connectedbenefits.com 1.800.853.1488
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