Willis Human Capital Practice Overview

W
Willis GroupWillis Group

We provide Total Rewards Solutions for the price of Placement. Whether its employee benefits, performance management, HR outsourcing, attraction and retention of key employees or dealing with confusing healthcare reform legislation, Willis can help.

HUMAN
CAPITAL
PRACTICE
PARTNERING WITH
COMPANIES TO MANAGE
HUMAN CAPITAL RISK…
ONE EMPLOYEE AT A TIME
An organization’s success depends
on its human capital. The task of
recruiting, retaining and motivating
employees is more important now than
ever and represents a substantial
investment in time and money. Wise
decisions are critical in these areas
to effectively drive and support
organizational goals.



The Willis Human Capital Practice
offers a comprehensive suite of
brokerage and consulting services to
proactively work with your
organization to design and deploy
key Human Resources initiatives.
EMPLOYER CHALLENGES
Willis has decades of experience working with companies like yours. Each
organization is different with its own unique challenges. Below are just a few of the
challenges we help employers with:

    Employee communications
    Compliance
    Employee engagement
    Managing the rising cost of health care
    Engaging employees in healthy behavior
    Recruitment and retention
    Vendor management
    Benefits administration
    Reducing absenteeism/presenteeism
    Increasing productivity
    Adjusting to changing workforce demographics



WILLIS SOLUTIONS
Our approach is unique: Willis has combined the best qualities of a true broker with the tools
and resources of a pure consulting firm to offer our clients the full array of services they
need at competitive prices.



START WITH A STRATEGY
At Willis, we work with you to establish a strategy for your benefits program. Once a strategy
is determined, we provide you with options to meet your goals and develop a detailed action
plan to facilitate a successful approach to meet your needs. Finally, we continually review
performance to ensure your organization’s goals are met.

You can expect Willis to also support your organization with:

    Plan marketing
    Open enrollments
    Benefits administration solutions
    Day-to-day account management
    Consulting services
    Benchmarking




                                                                                                 Willis   1
OUR INDUSTRY EXPERTS WORK FOR YOU
             In addition to your local team, we have a national practice comprised of industry experts.
             These specialists are frequently asked to speak at national and local industry events. Our
             subject matter experts are published in industry journals and are recognized as industry
             leaders in their fields. Our industry expertise includes:

                 Health care cost management
                 Health care and pension actuarial services
                 ERISA attorneys
                 Employment law attorneys
                 Human resources
                 Auditing services
                 Employee communications
                 Carrier/vendor management
                 Retirement plans
                 Multinational benefits
                 Executive and Specialty Benefits
                 Underwriting
                 Voluntary benefits

             Willis develops publications written specifically for our clients. We keep you updated on
             legislative activity and trends impacting human capital management. You also benefit from
             our numerous educational webcasts and local seminars.



             THE WILLIS SUBJECT
             MATTER EXPERTS
                             COMMUNICATION PRACTICE
                             Your plan is only as valuable as it is perceived by your employees. Willis
                             assists with employee communication and education through:

                                 A comprehensive set of customized communication campaign options:
                                 open enrollment, new hire benefits guides, wellness initiatives and
                                 everything in between
                                 Full service print, fulfillment and distribution solutions
                                 Innovative communication technologies, such as text messaging, email
                                 campaigns and video presentations
                                 A web portal for managing forms, communicating information and
                                 providing answers




2   Willis
NATIONAL LEGAL AND
                                           RESEARCH GROUP (NLRG)
                                           NLRG is a team of ERISA attorneys and legal
                                           professionals with expertise in state and federal
                                           regulations affecting your employee benefits
                                           programs. As a Willis Human Capital Practice,
                                           you have access to their expertise, as well as our
                                           web-based Compliance Manual. In addition, we
                                           have a dedicated team to assist clients with Form
                                           5500 filings.



                                           HR PARTNER
                                             To help clients face the competing demands
                                             placed on today’s human resources department,
Willis created HR Partner. Our team stays abreast of human resources trends and best
practices in all areas of human capital management. Some of our expertise includes, HR
strategic planning, total rewards, policies and procedures, performance management, leaves
of absence, training and development, and much more. The HR Partner consultants can
support your human resource initiatives by answering questions, providing hands-on
support or supplying you with best practice forms, policies and procedures checklists, and
other sample tools. In addition, you will benefit from a number of our strategic partnerships
providing you access to technology and resources at a discounted rate for our clients.



WILLIS TRAINING SOLUTIONS
An online training system with over 100 courses provides an easy, cost-effective way to
assign and track training of managers and employees on a variety of compliance and HR
related topics.



WILLIS ONLINE
A secure web portal designed for you and your Willis Client Advocate® to share documents,
track action items and reduce paperwork related directly to the management of your benefit
plans and HR practices. You can access the Willis Client Toolkit, stocked with the
customizable documents needed to run a successful HR Department.


SEARCH WILLIS
Search Willis gives you 24/7 access to a comprehensive library of plain-English HR
compliance help. You’ve found the place for fast, reliable employment and labor law answers
— so you can do your job better and faster.




                                                                                                Willis   3
With Search Willis you can:

                                               Select from an extensive library of prewritten, ready-to-use
                                               checklists, policies, forms, letters, documents, etc. that can
                                               be customized to create policies and handbooks in minutes.
                                               Keep up on all the latest news, white papers, as well as
                                               federal and state legislation impacting HR, and access
                                               State Comparison Charts, all of which will keep you
                                               informed.
                                               Access the training library, where you will find audio
                                               training presentations, more than 100 PowerPoint®
                                               presentations on key HR topics, from FLSA, FMLA and
                                               ADA to managing non-English-speaking employees.
                                               Slides, speaker notes, quizzes, take-aways...they’re all
                                               there and all done.
                 Create job descriptions using Job Description Manager, an online tool with sample job
                 descriptions for more than 2,400 job titles.
                 Research compensation data, benchmark salaries and help your organization remain
                 competitive.
                 Create employee newsletters that can be emailed, printed or linked on your company
                 intranet.

             Search Willis is “Everything-HR-in-one-place.”



             FINANCIAL REPORTING
             How will you know if your plans are performing well, or if you are making effective decisions
             about changes to your program design, without measurement? Willis offers dashboard
             reporting to help our clients understand the financial performance of their benefits plans.
             Reports include an executive summary, month-by-month data analysis and renewal
             forecasting. In addition, we offer Willis Med to our larger clients, which utilizes medical and
             prescription claim data to identify clinical incidence rates within the employer population
             via a sophisticated data warehousing system. Once targeted, specific action plans are
             created to assess vendors, benefits design or create incentives to better manage critical
             disease states. Beyond these services, Willis offers underwriting and actuarial services to
             assist you with better controlling and managing health care cost.


                                        WINNING WITH WILLIS
                                        Willis helps clients optimize business results by reducing the
                                        costs associated with their human capital investment. One way of
                                        doing this is to provide your employees with the content, tools,
                                        resources and support needed to adopt and sustain individual
                                        behavior change. The simple fact is the vast majority of health
                                        care events are driven by our lifestyle choices. Lifestyle choices
                                        can be changed. They are driven by our own attitudes and
                                        behaviors around diet, exercise and healthy living in general.
                                        Willis partnered with some of the nation’s most trusted sources to
                                        provide Willis members with key resources through a robust
                                        consumer engagement portal linking employees on one website.
4   Willis
Willis has collaborated with the Centers for Disease
Control and Prevention to present accurate, relevant and
actionable health information directly to our clients, their
employees and family members. Winning With Willis also
provides the tools and resources needed to increase ones
personal commitment to their health and well-being.

    Physical Activity and Nutrition Support -
    Discounted access to fitness and nutrition programs
    by Jillian Michaels. Access to the Biggest Loser
    League online community, a forum to create
    corporate challenges and get employees engaged by
    participating in a health and fitness regimen co-
    branded by the popular NBC television show.

    Healthy Headlines
    Articles and current news about health topics and issues to help employees get
    and stay healthy.

    Willis Rewards
    An online reward tracking and delivery platform, which provides employee discounts to
    best-in-class vendors and access to a virtual health fair 24/7.



WELLNESS CONSULTING
Our Wellness consulting services help our clients plan and implement key strategic healthy
initiatives designed to deliver a return on investment. We customize our approach with each
client to meet each organization’s individual needs and desired outcomes. One such solution
is Willis WellBeing, a turn key wellness program. Willis WellBeing is an online member
wellness site featuring nutrition and exercise tips, as well as lifestyle content to encourage
healthy behavior.



DELIVERING ON RESULTS
We provide each service through our Client Advocacy service model using our Glocal
resource approach to client delivery. Your local Willis team works in conjunction with our
national and global subject matter experts to provide world class resources seamlessly. This
is all accomplished under the leadership of your Client Advocate who serves as your single
point of contact for recommending, designing and delivering solutions customized
especially for your organization.



GETTING STARTED
Contact your local Willis Client Advocate® to learn more about how we partner with
companies to manage human capital risk…one employee at a time.



                                                                                                 Willis   5
www.willis.com
06/11

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Willis Human Capital Practice Overview

  • 1. HUMAN CAPITAL PRACTICE PARTNERING WITH COMPANIES TO MANAGE HUMAN CAPITAL RISK… ONE EMPLOYEE AT A TIME
  • 2. An organization’s success depends on its human capital. The task of recruiting, retaining and motivating employees is more important now than ever and represents a substantial investment in time and money. Wise decisions are critical in these areas to effectively drive and support organizational goals. The Willis Human Capital Practice offers a comprehensive suite of brokerage and consulting services to proactively work with your organization to design and deploy key Human Resources initiatives.
  • 3. EMPLOYER CHALLENGES Willis has decades of experience working with companies like yours. Each organization is different with its own unique challenges. Below are just a few of the challenges we help employers with: Employee communications Compliance Employee engagement Managing the rising cost of health care Engaging employees in healthy behavior Recruitment and retention Vendor management Benefits administration Reducing absenteeism/presenteeism Increasing productivity Adjusting to changing workforce demographics WILLIS SOLUTIONS Our approach is unique: Willis has combined the best qualities of a true broker with the tools and resources of a pure consulting firm to offer our clients the full array of services they need at competitive prices. START WITH A STRATEGY At Willis, we work with you to establish a strategy for your benefits program. Once a strategy is determined, we provide you with options to meet your goals and develop a detailed action plan to facilitate a successful approach to meet your needs. Finally, we continually review performance to ensure your organization’s goals are met. You can expect Willis to also support your organization with: Plan marketing Open enrollments Benefits administration solutions Day-to-day account management Consulting services Benchmarking Willis 1
  • 4. OUR INDUSTRY EXPERTS WORK FOR YOU In addition to your local team, we have a national practice comprised of industry experts. These specialists are frequently asked to speak at national and local industry events. Our subject matter experts are published in industry journals and are recognized as industry leaders in their fields. Our industry expertise includes: Health care cost management Health care and pension actuarial services ERISA attorneys Employment law attorneys Human resources Auditing services Employee communications Carrier/vendor management Retirement plans Multinational benefits Executive and Specialty Benefits Underwriting Voluntary benefits Willis develops publications written specifically for our clients. We keep you updated on legislative activity and trends impacting human capital management. You also benefit from our numerous educational webcasts and local seminars. THE WILLIS SUBJECT MATTER EXPERTS COMMUNICATION PRACTICE Your plan is only as valuable as it is perceived by your employees. Willis assists with employee communication and education through: A comprehensive set of customized communication campaign options: open enrollment, new hire benefits guides, wellness initiatives and everything in between Full service print, fulfillment and distribution solutions Innovative communication technologies, such as text messaging, email campaigns and video presentations A web portal for managing forms, communicating information and providing answers 2 Willis
  • 5. NATIONAL LEGAL AND RESEARCH GROUP (NLRG) NLRG is a team of ERISA attorneys and legal professionals with expertise in state and federal regulations affecting your employee benefits programs. As a Willis Human Capital Practice, you have access to their expertise, as well as our web-based Compliance Manual. In addition, we have a dedicated team to assist clients with Form 5500 filings. HR PARTNER To help clients face the competing demands placed on today’s human resources department, Willis created HR Partner. Our team stays abreast of human resources trends and best practices in all areas of human capital management. Some of our expertise includes, HR strategic planning, total rewards, policies and procedures, performance management, leaves of absence, training and development, and much more. The HR Partner consultants can support your human resource initiatives by answering questions, providing hands-on support or supplying you with best practice forms, policies and procedures checklists, and other sample tools. In addition, you will benefit from a number of our strategic partnerships providing you access to technology and resources at a discounted rate for our clients. WILLIS TRAINING SOLUTIONS An online training system with over 100 courses provides an easy, cost-effective way to assign and track training of managers and employees on a variety of compliance and HR related topics. WILLIS ONLINE A secure web portal designed for you and your Willis Client Advocate® to share documents, track action items and reduce paperwork related directly to the management of your benefit plans and HR practices. You can access the Willis Client Toolkit, stocked with the customizable documents needed to run a successful HR Department. SEARCH WILLIS Search Willis gives you 24/7 access to a comprehensive library of plain-English HR compliance help. You’ve found the place for fast, reliable employment and labor law answers — so you can do your job better and faster. Willis 3
  • 6. With Search Willis you can: Select from an extensive library of prewritten, ready-to-use checklists, policies, forms, letters, documents, etc. that can be customized to create policies and handbooks in minutes. Keep up on all the latest news, white papers, as well as federal and state legislation impacting HR, and access State Comparison Charts, all of which will keep you informed. Access the training library, where you will find audio training presentations, more than 100 PowerPoint® presentations on key HR topics, from FLSA, FMLA and ADA to managing non-English-speaking employees. Slides, speaker notes, quizzes, take-aways...they’re all there and all done. Create job descriptions using Job Description Manager, an online tool with sample job descriptions for more than 2,400 job titles. Research compensation data, benchmark salaries and help your organization remain competitive. Create employee newsletters that can be emailed, printed or linked on your company intranet. Search Willis is “Everything-HR-in-one-place.” FINANCIAL REPORTING How will you know if your plans are performing well, or if you are making effective decisions about changes to your program design, without measurement? Willis offers dashboard reporting to help our clients understand the financial performance of their benefits plans. Reports include an executive summary, month-by-month data analysis and renewal forecasting. In addition, we offer Willis Med to our larger clients, which utilizes medical and prescription claim data to identify clinical incidence rates within the employer population via a sophisticated data warehousing system. Once targeted, specific action plans are created to assess vendors, benefits design or create incentives to better manage critical disease states. Beyond these services, Willis offers underwriting and actuarial services to assist you with better controlling and managing health care cost. WINNING WITH WILLIS Willis helps clients optimize business results by reducing the costs associated with their human capital investment. One way of doing this is to provide your employees with the content, tools, resources and support needed to adopt and sustain individual behavior change. The simple fact is the vast majority of health care events are driven by our lifestyle choices. Lifestyle choices can be changed. They are driven by our own attitudes and behaviors around diet, exercise and healthy living in general. Willis partnered with some of the nation’s most trusted sources to provide Willis members with key resources through a robust consumer engagement portal linking employees on one website. 4 Willis
  • 7. Willis has collaborated with the Centers for Disease Control and Prevention to present accurate, relevant and actionable health information directly to our clients, their employees and family members. Winning With Willis also provides the tools and resources needed to increase ones personal commitment to their health and well-being. Physical Activity and Nutrition Support - Discounted access to fitness and nutrition programs by Jillian Michaels. Access to the Biggest Loser League online community, a forum to create corporate challenges and get employees engaged by participating in a health and fitness regimen co- branded by the popular NBC television show. Healthy Headlines Articles and current news about health topics and issues to help employees get and stay healthy. Willis Rewards An online reward tracking and delivery platform, which provides employee discounts to best-in-class vendors and access to a virtual health fair 24/7. WELLNESS CONSULTING Our Wellness consulting services help our clients plan and implement key strategic healthy initiatives designed to deliver a return on investment. We customize our approach with each client to meet each organization’s individual needs and desired outcomes. One such solution is Willis WellBeing, a turn key wellness program. Willis WellBeing is an online member wellness site featuring nutrition and exercise tips, as well as lifestyle content to encourage healthy behavior. DELIVERING ON RESULTS We provide each service through our Client Advocacy service model using our Glocal resource approach to client delivery. Your local Willis team works in conjunction with our national and global subject matter experts to provide world class resources seamlessly. This is all accomplished under the leadership of your Client Advocate who serves as your single point of contact for recommending, designing and delivering solutions customized especially for your organization. GETTING STARTED Contact your local Willis Client Advocate® to learn more about how we partner with companies to manage human capital risk…one employee at a time. Willis 5