Client presentation 2


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Presentation slides created for the business development presentation of a group benefits provider. FYI: fonts were altered by Slideshare for some reason.

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  • About Earl16 years experience in the group benefits industryFormal general manager with an Alberta contractorInstructor in Benefits at Grant MacEwan UniversityHow Earl Will Work With YouAssist you in customizing your benefit programObtain the best plan for the best value in the group marketExplore new benefit options, including flexible plan design and health spending options
  • About Carlee13 years in group benefitsWorked with one of Canada’s three largest group insurance carriersHow Carlee Will Work With YouCoordinate quotationsInstall new benefit plansObtain fair renewalsMaintain consistent communicationsEstablish regular service schedule
  • Reasons to Provide Benefits (employer)Growing concern for comprehensive health coverageCompetitors providing group plans while others lose their competitive edgeAttract high quality employeesRetain excellent employeesKeep employees happy and productiveDemonstrate your desire to provide for your employees
  • Reasons to Provide Group Benefits (Employees)Protect employees’ families from financial hardship in case of unexpected deathEnable employees to meet financial needs when they are ill or injured for prolonged periodsProvide employees and their families with coverage when traveling or working outside Canada
  • Step 1Review your current situationAnalyze your present planCustom design your benefit plan
  • Step 2Research the marketplaceObtain quotationsRecommend appropriate carrier
  • Step 3Enrollment AssistanceInstallation of the Group Planadministrator trainingemployee bookletsclaim formsonline administrationCommunication of Plan to Employeespresentation materialsemployee meetings
  • Your Benefit Options IncludeLife InsuranceAccidental Death and DismembermentDependent LifeShort-term DisabilityLong-term DisabilityExtended Health CareDental CareAdditional optionsGroup Critical IllnessGroup RRSPsGroup PensionsEmployee Assistance ProgramKey Person InsurancePartnership (Buy-sell) Coverage
  • Carriers RepresentedEncon (1 employee and up)Manulife Financial (2 employees and up)Great West Life (3 and up)Empire Financial (3 and up)Sun Life Financial (3 and up)Alberta Blue Cross (10 and up)Desjardins Financial (10 and up)Wawanesa Life (10 and up)Equitable Life (20 and up)Standard Life (20 and up)Industrial Alliance Pacific (50 and up)
  • Value-added ServicesEstablishment of Regular Service ScheduleAnalysis of Claims UsageExamination of Renewal Report from CarrierNegotiation of a Fair Renewal on Your Behalf
  • Optimax Gives YouPersonalized Service and SupportCost Effective SolutionsInnovative Plan DesignExpertise
  • We do the work for you.Our process saves you time and saves you money
  • Performance GuaranteeWe obtain the best value in the marketplace for you
  • Service GuaranteeWe respond to all questions and concerns within 24 hours, dependent on conditions tabled in the written services agreement
  • Testimonials"… we have been involved with Optimax Benefits and Earl Shindruk since 2002. They continually ensured that we received the best price and value for group benefits for employees and their health needs. The personal attention that is given by Earl Shindruk and his staff is greatly appreciated.” - G.S. Zinyk, Integrated Life Care Inc. "I truly believe that not only are we receiving the best benefit package in all aspects including the needs of our employees, cost and services to administrators, but we are receiving the highest level of customer service as well… I am confident that Boys and Girls Club of Edmonton and its employees are receiving the highest level of service and commitment. - Jennifer Goldsworthy, Employee Services Coordinator, Boys and Girls Club of Edmonton "I have felt very comfortable recommending Optimax Benefits to other clients of mine because of the excellent service that has been provided. The feedback from these clients has all been positive. Earl will listen to the needs and desires for the plan. He will do a very good job trying to meet these goals and he and this company will be there through the implementation and as needed afterwards. This is a company that I feel good doing business with.”- Carol van derVelde, Accounting Alternatives
  • What We Need to Get Started: With No Existing CoverageSchedule of BenefitsEmployee DataAgent of Record Letter—Marketing Letter
  • What We Need to Get Started: With Existing CoverageRate History—3 YearsClaims Utilization (Experience)
  • Thank you and questions
  • Client presentation 2

    1. 1. Earl’scombined yearsof experienceand caringapproachensure thebest productsand servicesfor you
    2. 2. Qualified,competent andconscientious; Carlee provides the support youneed to stay on track
    3. 3. greatbenefitsset you apartas anemployer ofchoice
    4. 4. Benefits are veryimportant toemployees
    5. 5. Step One:Create theright plan
    6. 6. Step Two:find the best carrier
    7. 7. Step Three: Put the plan in place, together
    8. 8. Optimax offers a wide selection of benefit options
    9. 9. We represent allmajor Canadiancarriers
    10. 10. Optimaxservices goabove andbeyond
    11. 11. We provide a personaltouch and an innovativeapproach
    12. 12. Our process saves you time,work, and money
    13. 13. We guarantee the best value in themarketplace
    14. 14. We guaranteea quickresponse toall questionsand concerns
    15. 15. What our clients say... “ price and value...personal attention” - Integrated Life Care, Inc.“ benefit package in allaspects...highest level of service andcommitment” - Boys and Girls Club of Edmonton “This is a company that I feel good doing business with” - Accounting Alternatives
    16. 16. First stepsif you’rebreakingnewground
    17. 17. First steps if you’ve walkedthis road before
    18. 18. Thank you