1. NEW RESULTS WHAT WE DO NEXT GEN BENEFITS OUTCOME BASED
Population Health Management Retirement Health to Wealth
Replace Open Enrollment Paper
Docs with our CD Rom!
EMPLOYER
STRATEGIES
BROKER
SERVICES
VENDORS
& TPAs
CONSULTING
SERVICES
Lifestyle Risk
Calculator
This presentation contains proprietary information. It is intend for use only by our contracted brokers and employer groups. Any redistribution or other use is strictly forbidden. The benefit descriptions are intended to
be a brief overview of some benefits available. For Agent/Broker use only. Not for distribution to the general public, nor for solicitation purposes.

2. •HRA benefits are uniquely designed by you for your client
•Product is agency and agent branded
•HRA is complete with all required compliance documents
•Product includes a compliance, self administration guide
•To be used without a TPA, self administered
•Product can be delivered within minutes of submission
•All documents are IRS & DOL compliant
•Increases employee benefit satisfaction
•Delivered with a self-administration compliance guide
HRA Custom Document Sets
This presentation contains proprietary information. It is intend for use only by our contracted brokers and employer groups. Any redistribution or other use is strictly forbidden. The benefit descriptions are intended to
be a brief overview of some benefits available. For Agent/Broker use only. Not for distribution to the general public, nor for solicitation purposes.

3. HRA Custom Document Sets
• Simple to create
• Enter client data on a 1 page data form
• Product populates all documents and forms with client info
• Product populates and brands all documents to you
• After submitted, product immediately e-mails 7 files to you that are
ready to deliver to your client
• A self administration guide is sent for you to enter your clients
participating employees and dependents to track reimbursements
• Self administration is driven from Insurance company EOB’s
• Most Agents bill their clients for this service, one time document
set-up fee
This presentation contains proprietary information. It is intend for use only by our contracted brokers and employer groups. Any redistribution or other use is strictly forbidden. The benefit descriptions are intended to
be a brief overview of some benefits available. For Agent/Broker use only. Not for distribution to the general public, nor for solicitation purposes.

4. HRA Custom Documents Included
• All documents are client identified, agency branded
• Summary Plan Description
• Administration Plan Description
• Self Administration/Compliance Manual
• Corporate Resolution
• Amendment Request
• Claim form
• Simple Self Administration Reimbursement Tracking Program
This presentation contains proprietary information. It is intend for use only by our contracted brokers and employer groups. Any redistribution or other use is strictly forbidden. The benefit descriptions are intended to
be a brief overview of some benefits available. For Agent/Broker use only. Not for distribution to the general public, nor for solicitation purposes.

5. Value to Agents
• Agents/Brokers don’t buy our products for the
software itself. You buy for the benefit
provided, the step-by-step solution to a sales
problem. You buy for the reassurance that
we’ve covered all the bases, that your job is
done right, that you will be recognized as the
most knowledgeable advisor when you
recommend benefit solutions to your
prospects and clients.
This presentation contains proprietary information. It is intend for use only by our contracted brokers and employer groups. Any redistribution or other use is strictly forbidden. The benefit descriptions are intended to
be a brief overview of some benefits available. For Agent/Broker use only. Not for distribution to the general public, nor for solicitation purposes.

6. NEW RESULTS WHAT WE DO NEXT GEN BENEFITS OUTCOME BASED
Population Health Management Retirement Health to Wealth
Replace Open Enrollment Paper
Docs with our CD Rom!
EMPLOYER
STRATEGIES
BROKER
SERVICES
VENDORS
& TPAs
CONSULTING
SERVICES
Lifestyle Risk
Calculator
This presentation contains proprietary information. It is intend for use only by our contracted brokers and employer groups. Any redistribution or other use is strictly forbidden. The benefit descriptions are intended to
be a brief overview of some benefits available. For Agent/Broker use only. Not for distribution to the general public, nor for solicitation purposes.

7. Contact:
Advanced Benefit Design Institute, LLC
3254 Montana Ave., Suite 1003
Cincinnati, Ohio 45211
513-661-7581
scott@GroupBenefitsExperts.com
http://www.AdvancedBenefitDesignInstitute.com
This presentation contains proprietary information. It is intend for use only by our contracted brokers and employer groups. Any redistribution or other use is strictly forbidden. The benefit descriptions are intended to
be a brief overview of some benefits available. For Agent/Broker use only. Not for distribution to the general public, nor for solicitation purposes.