1. HealthPort provides various business analytics tools to support sales, operations, marketing, IT, legal, and finance functions. These tools include executive reporting, integration with member administration data, sales forecasting, customer satisfaction metrics, operational metrics, and issue management. 2. The tools are designed to facilitate collaboration across departments. For example, sales representatives can collaborate with operations staff via Chatter when transitioning sales opportunities to implementation. Customer lifecycle data is also tracked across the organization for a unified view of each customer. 3. Data is automatically synced between systems using bi-directional integration. For example, when a sales representative closes a deal, implementation records are automatically created and relevant data is pushed to member

1. HealthPort– Executive Analytics
Breach Integration
Reporting with Member
Admin data.
1 6
Back Log Salesforce.com is
Report front-end to all
customer related
2 7 data.
Sales Forecast Complete History of
an Account in a
single interface.
3 8
Customer Contract Expiration
Satisfaction Alerts
Metrics
4 9
Operational Issue (Case)
Metrics Management and
Resolution Metrics
5 10

2. HealthPort - Sales to Operations Transition
Bi-directional data
Sales Rep closes an synch populates
Opportunity. SFDC with relevant
data from Member
1 4 Admin.
A series of workflow Sales Rep
rules trigger including an Collaborates with
Alert to Operations and Operations via
auto-creation of a new Chatter to ensure
2 Implementation record.
5 seamless transition.
Data is Backlog is reduced
automatically and reporting is
pushed into automatic.
3 Member Admin. 6
Everyone in the
organization can
quickly access Terry Landry
Member, Contract,
Implementation,
7 Marketing and Sales
Data in one place.

3. HealthPort Operations - Member Issue Resolution
Member has an
Legal and accounting
issue and logs a provide assistance.
request on the
1 member website. 4
A Case is created
and automatically Issue resolved.
assigned to right
2 person. 5
Cross-departmental Customer completes
team uses Chatter Customer
to collaborate and Satisfaction survey
3 solve problem. 6 and provides high
marks.
All customer
lifecycle data is
tracked providing
true 360 view of
7 the customer.

4. HealthPort –Marketing
RFP Support to Sales
Managing Campaigns
1 5
Email Marketing,
Chatter to
Newsletters Collaborate on
Marketing Projects
2 6
Lead management and Marketing
07/2005 02/2011
+
feedback cycle Analytics Wedding
Simon uses the interactive
simulator to calculate the
amount of life insurance
3 7 coverage he needs to provide
for his family
Savings 300K
Smoker
Edu Costs Up to 50K/Y
Monthly 90€ Living 4K/M
premium Income
Max age 25
• iPad is perfect platform for delivering interactive & value-add tools
Customer Satisfaction • Captures mindshare of younger market = greater lifetime value to AXA
Surveys
4

5. HealthPort IT - Consolidation of Applications on Single Platform
07/2005 02/2011
+
Time off Manager Mobile Wedding
Simon uses the interactive
simulator to calculate the
amount of life insurance
coverage he needs to provide
for his family
1 5
Savings 300K
Smoker
Edu Costs Up to 50K/Y
Monthly 90€ Living 4K/M
premium Income
Max age 25
• iPad is perfect platform for delivering interactive & value-add tools
• Captures mindshare of younger market = greater lifetime value to AXA
Compensation Instant Messaging
2 6
Rep Online integration / Contract Management
replacement
3 7
Other Apps
4

6. HealthPort - Legal and Finance (DRAFT)
07/2005 02/2011
+
Wedding
Simon uses the interactive
simulator to calculate the
amount of life insurance
coverage he needs to provide
for his family
1 5
Savings 300K
Smoker
Edu Costs Up to 50K/Y
Monthly 90€ Living 4K/M
premium Income
Max age 25
• iPad is perfect platform for delivering interactive & value-add tools
• Captures mindshare of younger market = greater lifetime value to AXA
2 6
3 7
Tabled for now..maybe new scenario
4
07/2005 02/2011
+
Wedding
Simon uses the interactive
simulator to calculate the
amount of life insurance
coverage he needs to provide
for his family
Savings 300K
8 Smoker
Monthly 90€
Edu Costs
Living
Up to 50K/Y
4K/M
premium Income
Max age 25
• iPad is perfect platform for delivering interactive & value-add tools
• Captures mindshare of younger market = greater lifetime value to AXA