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Benefits Lifecycle Management



introducing

TOTALWORKS
BCC Who We Are


 Innovative                 Proven                        Solid




       Connects HR, Benefit Management & Specialty Administrative Services
Innovative Technology



          Advanced, integrated, and accurate
Introducing TotalWorks

                         You’re looking for ways to
                         streamline costs and tasks for HR.

                         If you need help with quality and
                         service, look no further.




                         Take a close look at TotalWorks - a
                         comprehensive suite of benefits
                         lifecycle management solutions
                         (from Ebix Health & BCC).
Who We Are
                Benefit Coordinators Corporation is a leading provider of
                outsourced solutions connecting Human Resources, Benefit
                Management and Specialty Administrative Services.
All About BCC




                                                           We help you focus on
                                                           what you do best -
                                                           manage your
                                                           business, not your
                                                           benefits.
Who We Are
                        Ebix Health, a division of Ebix, is a leading provider of a wide
                        range of consumer health information and benefits
                        management solutions including: EbixBenergy
All About Ebix Health




                                                                       “…delivering a better
                                                                       benefits experience for
                                                                       employers, employees, a
                                                                       nd brokers…”
Inventive
BCC, founded in 1983, co-ventured the
creation of LuminX.

LuminX, is a technologically advanced, fully
integrated benefit administration system with
proven productivity and accuracy.
Proven and Trusted



          Who, What, Where & Why Use BCC
Who, What, Where…

 • Trusted by hundreds of employers, across a wide range of industries
 • Public and private, including Fortune 500’s
 • Cities, counties, school districts, consortiums, associations, cooperatives, etc.

         Employer Customers                      Carrier Partners & Health Info Licensors




                                                                                            9
Benefit Administration Chaos




    Employee
    Inquiries




                EMPLOYER
                                                   External
                                                   Systems
                               United Healthcare




                                                              10
Why??? THE SOLUTION




           Eligibility Lifecycle Management

                Administrative Solutions:
                 Consolidated Billing FSA
                  COBRA Retiree Billing
                   Eligibility Gatekeeper
                      Data Exchange
It’s not just about administration, but on-demand

BENEFITS LIFECYCLE
MANAGEMENT
TalentWorks, AdminWorks, DataWorks
TotalWorks from Ebix Health and Benefit Coordinators Corporation (BCC)
                                                     •    Employee Communications Portal
                                                     •    Enrollment Services
                                                     •    Health & Wellness Center
     TalentWorks                                     •    Mobile Technologies – mHealth2Go
                                                     •    Additional Products & Services
                                                     •    Cost & Care Guide
                                                     •    Helpline

                                                     •    Eligibility Lifecycle Management
                                                     •    Consolidated Billing
                                                     •    Reconciliation/Remittance
     AdminWorks                                      •    Eligibility Gatekeeper Services
                                                     •    COBRA & FSA* Administration
                                                     •    Comprehensive Reporting


                                                      •   Secure Data Transfers with Carriers
      DataWorks                                       •   Synchronize Payroll Deductions
                                                      •   SSAE 16, Type II Compliant
                                                                                                13
                                                     *FSA only, a “reimbursement account.”
Employer Goals
• SAVE now & ongoing!
• QUANTIFY ROI -
  Return On Investment
    » (2.5:1 to 4:1)
• EXPAND HR Bench -
  An extension of your HR
  department to navigate
  through benefit
  complexities
• IMPROVE accuracy &
  efficiency
• Collaborate to establish
  an ongoing plan that
  progressively MANAGES
  YOUR BENEFITS &
  compliments YOUR
  BUDGET
Achieve Significant, Immediate ROI




 “ROI is a fact of business. No CFO will make an investment without having a fully detailed ROI interpreting the benefits in financial terms.“
                                                     - David Herbert, Stanford University                                                        15
Process-driven solutions




      end-to-end
Single,                     technologies that automate
complex management of ALL benefit coverages


                            Migrate from paper to paperless too!
Solid Experience



Dedicated Account Executive with Enterprise Service Team
OUTSOURCE IT
» Outsource employer’s “non-core”
 COMPETENCIES.

» Cleanse, organize and build “GATEKEEPER” for
 benefits eligibility data.

» Customize on-demand COMMUNICATION tools.

» Reduce employee service issues & INCREASE
 benefit plan communication.

» Scheduled Payroll, HRIS & Carrier DATA
 EXCHANGE connectivity.
Implementation success starts
       with setting EXPECTATIONS, a PHASED
      approach, Broker/Client PARTICIPATION
                            and much more.


See how we make the complex simple!
We Make Your Life Easier!

                                We set EXPECTATIONS with a Statement
                                of Work (SOW). Then, we take a PHASED
                                approach to implementation with a
                                detailed timeline. (See example in Handout
                                Package.)

                                Our Broker & Client partners actively
Work with experts to simplify   PARTICIPATE in the process. The project
implementation                  includes:
                                »   Data procurement
                                »   A comprehensive COMMUNICATION strategy
                                »   System Configuration/Testing
                                »   SCALABLE Teams & EXPERT Training
Enterprise Service Team
                                                                 Account
                   Premium Accounting                           Executive                                 Information Technology

                  QA & Training                                                                                      Integrated Services


                                                                                                  Enterprise
                               Carrier Services
                                                                                                   Service
                                Administrator
                                                                                                 Coordinator


                                                                                                                     Call Center


                                                                                                                        
      Consolidated Billing
                                                                CLIENT
          Claims Processing                Benefit                                                        Fulfillment
                                         Administrator
                                                                               Benefit Analyst



                                                             Management Team

 Susan Zajacs          Scott DeRousse     Patrick Helbling     Todd Scribner         Bonnie DeLuca            Kathy Emro          Kelly Jones
Chief Operating       SVP, Information       VP, Client          Director,       Director, Compliance &        Director,            Director,
    Officer              Technology          Relations          Integrated           Communication          Carrier Services      Client Mgmt.
                                                                 Services                                                                        21
?
    But wait…
    There’s More!



          A few more details that set TotalWorks apart!
TalentWorks “Empower”

Health & Wellness Center
» Developed by A.D.A.M., the leading provider
  of online consumer health information
» Access to the largest continually-enhanced
  Multimedia Health Encyclopedia
» Mobile apps including mHealth2Go, an
  iPhone app that includes first aid
  information, Multimedia Health
  Encyclopedia, Symptom Navigator and GPS
  Locator to find closest healthcare facility
» Interactive tools like DecisionAssist
  Checklists, Care Guides and Health Risk
  Assessments


                                                23
PlanSource

An option to EbixBenergy,
PlanSource is an on-demand
website that also provides 24/7
access to benefit plan details,
educational content and company
information. Features include:
» EE Self-Service Communications
» Wellness Information
» BNA Legislative tools
» Life Event Planning
                                   Detailed benefit plans    Life event checklists
» Decision Support Tools             Plan comparison        Latest company news
                                    Benefits calculators    HR contacts & more…




                                                                                     24
AdminWorks Powered by BenXcel®
AdminWorks solutions centralize and automate the thousands of transactions in the
benefits management lifecycle from on-boarding to termination.


Eligibility Lifecycle Management
Migrate from paper to paperless at your
own pace
» Employees enroll on paper or online
» Captures and automates all coverage
  and plan rules and formulas
» Automatically processes employee
  lifecycle changes to maintain database
  integrity
» Security level defined access


                                                                                    25
AdminWorks
Powered by BenXcel®                One Consolidated Invoice – List vs. Self-Bill
                                   » Multiple carrier products
Centralize and automate the
thousands of transactions in the   » Accurate premium attached to consistent
benefits management lifecycle        “real” eligibility
from on-boarding to termination.   » Faster collection of premium (can’t pick and
                                     choose)
                                   » Improved bad-debt management vs. “cost
                                     to collect”
                                   » Storage of employee premium history

                                   Premium Management – Remittance and
                                   Reconciliation
                                   » Premium distribution to all carriers
                                     (combined or by line of coverage)
                                   » Cash flow acceleration – timely remittance
                                   » Minimal reconciliation and/or data auditing
                                   » Minimizes costly premium retroactivity and
                                     claim leakage


                                                                                   26
AdminWorks “Automate”
Retiree Billing                         Comprehensive Reporting
     » Invoice and collect premium         » Online, dynamic and
         from retirees, remit premium        downloadable reports with
         and eligibility to carriers         “point and click” simplicity
Eligibility Gatekeeper Services              available 24/7
     » Dependent eligibility               » Hundreds of system-generated
         audits, one-time and/or             status and inquiry reports
         ongoing                           » Customized reports available




                                                                            27
Specialty Services: Added Value


COBRA Administration
» Employee initial notifications, qualifying event letters, election forms
» Individual monthly billing and collection

Reimbursement Account Administration
» Consumer-Directed Products
» Flexible Spending Accounts - Healthcare, Child
   Care, Transportation, Parking
» HRA, MRA Administration

Voluntary Products
» Enrollment, data collection and coordination with Payroll/HRIS for
   deductions
» Premium remittance and reconciliation with carriers


                                                                             28
DataWorks “Exchange”

 Synchronize the secure, compliant exchange of benefits data from start to finish.



Data Exchange
» Secure eligibility data transfers with
  insurance carriers and other service
  providers.
» Synchronize deductions with Payroll/HRIS.
» SSAE 16 (formerly SAS-70) Type II
  compliant.
» Cleanse, organize and build “GATEKEEPER”
  for benefits eligibility data!
» Efficiently process hundreds of data feeds
  per week!

                                                                                     29
San Diego Sales Team

Michael Lawton, CEO, President
       mlawton@benxcel.com
       619.717.8967


Sherri Irvin, Sales Executive
       sirvin@benxcel.com
       619.717.8963


Cris Lovins, Account Manager
       clovins@benxcel.com
       619.717.8964
Next Steps?
THANK YOU!

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BCC

  • 2. BCC Who We Are Innovative Proven Solid Connects HR, Benefit Management & Specialty Administrative Services
  • 3. Innovative Technology Advanced, integrated, and accurate
  • 4. Introducing TotalWorks You’re looking for ways to streamline costs and tasks for HR. If you need help with quality and service, look no further. Take a close look at TotalWorks - a comprehensive suite of benefits lifecycle management solutions (from Ebix Health & BCC).
  • 5. Who We Are Benefit Coordinators Corporation is a leading provider of outsourced solutions connecting Human Resources, Benefit Management and Specialty Administrative Services. All About BCC We help you focus on what you do best - manage your business, not your benefits.
  • 6. Who We Are Ebix Health, a division of Ebix, is a leading provider of a wide range of consumer health information and benefits management solutions including: EbixBenergy All About Ebix Health “…delivering a better benefits experience for employers, employees, a nd brokers…”
  • 7. Inventive BCC, founded in 1983, co-ventured the creation of LuminX. LuminX, is a technologically advanced, fully integrated benefit administration system with proven productivity and accuracy.
  • 8. Proven and Trusted Who, What, Where & Why Use BCC
  • 9. Who, What, Where… • Trusted by hundreds of employers, across a wide range of industries • Public and private, including Fortune 500’s • Cities, counties, school districts, consortiums, associations, cooperatives, etc. Employer Customers Carrier Partners & Health Info Licensors 9
  • 10. Benefit Administration Chaos Employee Inquiries EMPLOYER External Systems United Healthcare 10
  • 11. Why??? THE SOLUTION Eligibility Lifecycle Management Administrative Solutions: Consolidated Billing FSA COBRA Retiree Billing Eligibility Gatekeeper Data Exchange
  • 12. It’s not just about administration, but on-demand BENEFITS LIFECYCLE MANAGEMENT
  • 13. TalentWorks, AdminWorks, DataWorks TotalWorks from Ebix Health and Benefit Coordinators Corporation (BCC) • Employee Communications Portal • Enrollment Services • Health & Wellness Center TalentWorks • Mobile Technologies – mHealth2Go • Additional Products & Services • Cost & Care Guide • Helpline • Eligibility Lifecycle Management • Consolidated Billing • Reconciliation/Remittance AdminWorks • Eligibility Gatekeeper Services • COBRA & FSA* Administration • Comprehensive Reporting • Secure Data Transfers with Carriers DataWorks • Synchronize Payroll Deductions • SSAE 16, Type II Compliant 13 *FSA only, a “reimbursement account.”
  • 14. Employer Goals • SAVE now & ongoing! • QUANTIFY ROI - Return On Investment » (2.5:1 to 4:1) • EXPAND HR Bench - An extension of your HR department to navigate through benefit complexities • IMPROVE accuracy & efficiency • Collaborate to establish an ongoing plan that progressively MANAGES YOUR BENEFITS & compliments YOUR BUDGET
  • 15. Achieve Significant, Immediate ROI “ROI is a fact of business. No CFO will make an investment without having a fully detailed ROI interpreting the benefits in financial terms.“ - David Herbert, Stanford University 15
  • 16. Process-driven solutions end-to-end Single, technologies that automate complex management of ALL benefit coverages Migrate from paper to paperless too!
  • 17. Solid Experience Dedicated Account Executive with Enterprise Service Team
  • 18. OUTSOURCE IT » Outsource employer’s “non-core” COMPETENCIES. » Cleanse, organize and build “GATEKEEPER” for benefits eligibility data. » Customize on-demand COMMUNICATION tools. » Reduce employee service issues & INCREASE benefit plan communication. » Scheduled Payroll, HRIS & Carrier DATA EXCHANGE connectivity.
  • 19. Implementation success starts with setting EXPECTATIONS, a PHASED approach, Broker/Client PARTICIPATION and much more. See how we make the complex simple!
  • 20. We Make Your Life Easier! We set EXPECTATIONS with a Statement of Work (SOW). Then, we take a PHASED approach to implementation with a detailed timeline. (See example in Handout Package.) Our Broker & Client partners actively Work with experts to simplify PARTICIPATE in the process. The project implementation includes: » Data procurement » A comprehensive COMMUNICATION strategy » System Configuration/Testing » SCALABLE Teams & EXPERT Training
  • 21. Enterprise Service Team Account Premium Accounting Executive Information Technology QA & Training Integrated Services Enterprise Carrier Services Service Administrator Coordinator Call Center  Consolidated Billing CLIENT Claims Processing Benefit Fulfillment Administrator Benefit Analyst Management Team Susan Zajacs Scott DeRousse Patrick Helbling Todd Scribner Bonnie DeLuca Kathy Emro Kelly Jones Chief Operating SVP, Information VP, Client Director, Director, Compliance & Director, Director, Officer Technology Relations Integrated Communication Carrier Services Client Mgmt. Services 21
  • 22. ? But wait… There’s More! A few more details that set TotalWorks apart!
  • 23. TalentWorks “Empower” Health & Wellness Center » Developed by A.D.A.M., the leading provider of online consumer health information » Access to the largest continually-enhanced Multimedia Health Encyclopedia » Mobile apps including mHealth2Go, an iPhone app that includes first aid information, Multimedia Health Encyclopedia, Symptom Navigator and GPS Locator to find closest healthcare facility » Interactive tools like DecisionAssist Checklists, Care Guides and Health Risk Assessments 23
  • 24. PlanSource An option to EbixBenergy, PlanSource is an on-demand website that also provides 24/7 access to benefit plan details, educational content and company information. Features include: » EE Self-Service Communications » Wellness Information » BNA Legislative tools » Life Event Planning Detailed benefit plans Life event checklists » Decision Support Tools Plan comparison Latest company news Benefits calculators HR contacts & more… 24
  • 25. AdminWorks Powered by BenXcel® AdminWorks solutions centralize and automate the thousands of transactions in the benefits management lifecycle from on-boarding to termination. Eligibility Lifecycle Management Migrate from paper to paperless at your own pace » Employees enroll on paper or online » Captures and automates all coverage and plan rules and formulas » Automatically processes employee lifecycle changes to maintain database integrity » Security level defined access 25
  • 26. AdminWorks Powered by BenXcel® One Consolidated Invoice – List vs. Self-Bill » Multiple carrier products Centralize and automate the thousands of transactions in the » Accurate premium attached to consistent benefits management lifecycle “real” eligibility from on-boarding to termination. » Faster collection of premium (can’t pick and choose) » Improved bad-debt management vs. “cost to collect” » Storage of employee premium history Premium Management – Remittance and Reconciliation » Premium distribution to all carriers (combined or by line of coverage) » Cash flow acceleration – timely remittance » Minimal reconciliation and/or data auditing » Minimizes costly premium retroactivity and claim leakage 26
  • 27. AdminWorks “Automate” Retiree Billing Comprehensive Reporting » Invoice and collect premium » Online, dynamic and from retirees, remit premium downloadable reports with and eligibility to carriers “point and click” simplicity Eligibility Gatekeeper Services available 24/7 » Dependent eligibility » Hundreds of system-generated audits, one-time and/or status and inquiry reports ongoing » Customized reports available 27
  • 28. Specialty Services: Added Value COBRA Administration » Employee initial notifications, qualifying event letters, election forms » Individual monthly billing and collection Reimbursement Account Administration » Consumer-Directed Products » Flexible Spending Accounts - Healthcare, Child Care, Transportation, Parking » HRA, MRA Administration Voluntary Products » Enrollment, data collection and coordination with Payroll/HRIS for deductions » Premium remittance and reconciliation with carriers 28
  • 29. DataWorks “Exchange” Synchronize the secure, compliant exchange of benefits data from start to finish. Data Exchange » Secure eligibility data transfers with insurance carriers and other service providers. » Synchronize deductions with Payroll/HRIS. » SSAE 16 (formerly SAS-70) Type II compliant. » Cleanse, organize and build “GATEKEEPER” for benefits eligibility data! » Efficiently process hundreds of data feeds per week! 29
  • 30. San Diego Sales Team Michael Lawton, CEO, President mlawton@benxcel.com 619.717.8967 Sherri Irvin, Sales Executive sirvin@benxcel.com 619.717.8963 Cris Lovins, Account Manager clovins@benxcel.com 619.717.8964