About QuestOps - 2000 to 2006

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Presentation about QuestOps Employee Benefits & Insurance Services in how it assisted organizations from 2000 to 2006 with assessing, developing, and implementing a cost-effective benefits-program strategy that included a comprehensive suite of plans for healthcare (medical & dental), income protection (disability), survivor protection (life insurance), and retirement/long-term savings

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  • About QuestOps - 2000 to 2006

    1. 2. What Do You Need In An Outsourcing Partner?
    2. 8. Our Quest <ul><li>Design, implement and manage one-stop, full-service benefits and insurance outsourcing solutions for growing companies by offering access to... </li></ul>
    3. 9. Our Quest <ul><li>Design, implement and manage one-stop, full-service benefits and insurance outsourcing solutions for growing companies by offering access to... </li></ul><ul><li>Industry-leading professionals </li></ul>
    4. 10. Our Quest <ul><li>Design, implement and manage one-stop, full-service benefits and insurance outsourcing solutions for growing companies by offering access to... </li></ul><ul><li>Industry-leading professionals </li></ul><ul><li>Cost-effective programs </li></ul>
    5. 11. Our Quest <ul><li>Design, implement and manage one-stop, full-service benefits and insurance outsourcing solutions for growing companies by offering access to... </li></ul><ul><li>Industry-leading professionals </li></ul><ul><li>Cost-effective programs </li></ul><ul><li>Innovative solutions and resources </li></ul>
    6. 12. Our Quest <ul><li>Design, implement and manage one-stop, full-service benefits and insurance outsourcing solutions for growing companies by offering access to... </li></ul><ul><li>Industry-leading professionals </li></ul><ul><li>Cost-effective programs </li></ul><ul><li>Innovative solutions and resources </li></ul><ul><li>Unparalleled service </li></ul>
    7. 13. The Markets We Serve <ul><li>For organizations with up to 300 employees… total benefits outsourcing solutions </li></ul><ul><li>For organizations over 300 employees… specialized Disability Income and Survivor Benefit plan services </li></ul>
    8. 14. The Benefits Programs We Serve <ul><li>Healthcare plans </li></ul><ul><li>Income protection (disability) plans </li></ul><ul><li>Survivor protection (life insurance) plans </li></ul><ul><li>Tax favored plans </li></ul><ul><li>Retirement/long-term savings plans </li></ul>
    9. 15. One-Stop Resources <ul><li>Quest Ops </li></ul><ul><li>Strategic development, pricing, vendor selection, implementation and ongoing maintenance. </li></ul><ul><li>Quest Source Benefits Network </li></ul><ul><li>Independent benefits/insurance professionals representing all facets of employee benefits design and delivery. </li></ul>
    10. 16. Quest Source Benefits Network
    11. 17. Quest Source Benefits Network
    12. 18. Full-Service Solutions
    13. 19. Full-Service Solutions
    14. 20. Consulting Services We Provide
    15. 21. Consulting Services We Provide <ul><li>Address organizational changes/trends that may impact your benefits program. </li></ul>
    16. 22. Consulting Services We Provide <ul><li>Address organizational changes/trends that may impact your benefits program. </li></ul><ul><li>Define and refine benefit initiatives, objectives and action items. </li></ul>
    17. 23. Consulting Services We Provide <ul><li>Address organizational changes/trends that may impact your benefits program. </li></ul><ul><li>Define and refine benefit initiatives, objectives and action items. </li></ul><ul><li>Assess costs/service-related performance associated with your current plans. </li></ul>
    18. 24. Consulting Services We Provide <ul><li>Address organizational changes/trends that may impact your benefits program. </li></ul><ul><li>Define and refine benefit initiatives, objectives and action items. </li></ul><ul><li>Assess costs/service-related performance associated with your current plans. </li></ul><ul><li>Discuss legislative issues impacting your current plans. </li></ul>
    19. 25. Consulting Services We Provide <ul><li>Address organizational changes/trends that may impact your benefits program. </li></ul><ul><li>Define and refine benefit initiatives, objectives and action items. </li></ul><ul><li>Assess costs/service-related performance associated with your current plans. </li></ul><ul><li>Discuss legislative issues impacting your current plans. </li></ul><ul><li>Explore new benefits plans and approaches that address your needs </li></ul>
    20. 26. Consulting Services We Provide <ul><li>Address organizational changes/trends that may impact your benefits program. </li></ul><ul><li>Define and refine benefit initiatives, objectives and action items. </li></ul><ul><li>Assess costs/service-related performance associated with your current plans. </li></ul><ul><li>Discuss legislative issues impacting your current plans. </li></ul><ul><li>Explore new benefits plans and approaches that address your needs. </li></ul><ul><li>Address other factors which contribute to the success of your overall benefits program. </li></ul>
    21. 27. Additional Standard Services <ul><li>QuestOps Annual Benefits Report </li></ul><ul><li>QuestBenefits News Monthly Newsletter </li></ul><ul><li>Access to Legal Resources </li></ul><ul><li>QuestBenefits Library </li></ul><ul><li>QuestBenefits LINK </li></ul><ul><li>QuestBenefits ONLINE </li></ul>
    22. 28. Additional Standard Services <ul><li>QuestOps Annual Benefits Report </li></ul><ul><li>QuestBenefits News Monthly Newsletter </li></ul><ul><li>Access to Legal Resources </li></ul><ul><li>QuestBenefits Library </li></ul><ul><li>QuestBenefits LINK </li></ul><ul><li>QuestBenefits ONLINE </li></ul>
    23. 29. Additional Standard Services <ul><li>QuestOps Annual Benefits Report </li></ul><ul><li>QuestBenefits News Monthly Newsletter </li></ul><ul><li>Access to Legal Resources </li></ul><ul><li>QuestBenefits Library </li></ul><ul><li>QuestBenefits LINK </li></ul><ul><li>QuestBenefits ONLINE </li></ul><ul><li>Provided annually </li></ul><ul><li>Summarizes plan activity, financial results and industry trends </li></ul>
    24. 30. Additional Standard Services <ul><li>QuestOps Annual Benefits Report </li></ul><ul><li>QuestBenefits News Monthly Newsletter </li></ul><ul><li>Access to Legal Resources </li></ul><ul><li>QuestBenefits Library </li></ul><ul><li>QuestBenefits LINK </li></ul><ul><li>QuestBenefits ONLINE </li></ul>
    25. 31. Additional Standard Services <ul><li>QuestOps Annual Benefits Report </li></ul><ul><li>QuestBenefits News Monthly Newsletter </li></ul><ul><li>Access to Legal Resources </li></ul><ul><li>QuestBenefits Library </li></ul><ul><li>QuestBenefits LINK </li></ul><ul><li>QuestBenefits ONLINE </li></ul><ul><li>Highlights industry changes, case studies, and innovations </li></ul>
    26. 32. Additional Standard Services <ul><li>QuestOps Annual Benefits Report </li></ul><ul><li>QuestBenefits News Monthly Newsletter </li></ul><ul><li>Access to Legal Resources </li></ul><ul><li>QuestBenefits Library </li></ul><ul><li>QuestBenefits LINK </li></ul><ul><li>QuestBenefits ONLINE </li></ul>
    27. 33. Additional Standard Services <ul><li>QuestOps Annual Benefits Report </li></ul><ul><li>QuestBenefits News Monthly Newsletter </li></ul><ul><li>Access to Legal Resources </li></ul><ul><li>QuestBenefits Library </li></ul><ul><li>QuestBenefits LINK </li></ul><ul><li>QuestBenefits ONLINE </li></ul><ul><li>Specialized outside legal services available by contract for document review and prep, IRS/DOL filings, legal opinion, and more </li></ul>
    28. 34. Additional Standard Services <ul><li>QuestOps Annual Benefits Report </li></ul><ul><li>QuestBenefits News Monthly Newsletter </li></ul><ul><li>Access to Legal Resources </li></ul><ul><li>QuestBenefits Library </li></ul><ul><li>QuestBenefits LINK </li></ul><ul><li>QuestBenefits ONLINE </li></ul>
    29. 35. Additional Standard Services <ul><li>QuestOps Annual Benefits Report </li></ul><ul><li>QuestBenefits News Monthly Newsletter </li></ul><ul><li>Access to Legal Resources </li></ul><ul><li>QuestBenefits Library </li></ul><ul><li>QuestBenefits LINK </li></ul><ul><li>QuestBenefits ONLINE </li></ul><ul><li>You complete an on-line Information Request form </li></ul><ul><li>The QuestOps staff researches your request and responds via e-mail, fax or regular mail, generally within three business days </li></ul>
    30. 36. Additional Standard Services <ul><li>QuestOps Annual Benefits Report </li></ul><ul><li>QuestBenefits News Monthly Newsletter </li></ul><ul><li>Access to Legal Resources </li></ul><ul><li>QuestBenefits Library </li></ul><ul><li>QuestBenefits LINK </li></ul><ul><li>QuestBenefits ONLINE </li></ul>
    31. 37. Additional Standard Services <ul><li>QuestOps Annual Benefits Report </li></ul><ul><li>QuestBenefits News Monthly Newsletter </li></ul><ul><li>Access to Legal Resources </li></ul><ul><li>QuestBenefits Library </li></ul><ul><li>QuestBenefits LINK </li></ul><ul><li>QuestBenefits ONLINE </li></ul><ul><li>An extensive directory of more than 150 web sites offering valuable information on benefits/HR issues </li></ul>
    32. 38. Additional Standard Services <ul><li>QuestOps Annual Benefits Report </li></ul><ul><li>QuestBenefits News Monthly Newsletter </li></ul><ul><li>Access to Legal Resources </li></ul><ul><li>QuestBenefits Library </li></ul><ul><li>QuestBenefits LINK </li></ul><ul><li>QuestBenefits ONLINE </li></ul>
    33. 39. Additional Standard Services <ul><li>QuestOps Annual Benefits Report </li></ul><ul><li>QuestBenefits News Monthly Newsletter </li></ul><ul><li>Access to Legal Resources </li></ul><ul><li>QuestBenefits Library </li></ul><ul><li>QuestBenefits LINK </li></ul><ul><li>QuestBenefits ONLINE </li></ul><ul><li>Enables your employees to enroll in benefits and access other information online </li></ul><ul><li>Includes other valuable HR/payroll features </li></ul>
    34. 40. How We Provide Services
    35. 41. How We Provide Services
    36. 42. How We Provide Services <ul><li>Gather Information </li></ul><ul><li>Analyze the Current Program </li></ul><ul><li>Market the Plans to the Appropriate Carriers </li></ul><ul><li>Report Recommendation </li></ul><ul><li>Develop an Action Plan </li></ul><ul><li>Provide Ongoing Assistance </li></ul><ul><li>Conduct an Annual Review & Appraisal </li></ul>
    37. 43. Gather Information <ul><li>Gather all relevant information, both objective and subjective, by meeting with you and examining existing documentation. </li></ul><ul><li>Review and identify your objectives </li></ul>
    38. 44. How We Provide Services <ul><li>Gather Information </li></ul><ul><li>Analyze the Current Program </li></ul><ul><li>Market the Plans to the Appropriate Carriers </li></ul><ul><li>Report Recommendation </li></ul><ul><li>Develop an Action Plan </li></ul><ul><li>Provide Ongoing Assistance </li></ul><ul><li>Conduct an Annual Review & Appraisal </li></ul>
    39. 45. Analyze the Current Program <ul><li>Identify the strengths and weaknesses of your current program and assess the impact these factors will have on the success of the new program. </li></ul><ul><li>Explore new plan design concepts and approaches. </li></ul>
    40. 46. How We Provide Services <ul><li>Gather Information </li></ul><ul><li>Analyze the Current Program </li></ul><ul><li>Market the Plans to the Appropriate Carriers </li></ul><ul><li>Report Recommendation </li></ul><ul><li>Develop an Action Plan </li></ul><ul><li>Provide Ongoing Assistance </li></ul><ul><li>Conduct an Annual Review & Appraisal </li></ul>
    41. 47. Market the Plans to the Appropriate Carriers <ul><li>Recommend a set of strategies tailored to your circumstances and goals, including alternative ways of achieving those goals. </li></ul><ul><li>Draw on the resources of outside experts as needed. </li></ul><ul><li>Develop a marketing strategy that outlines the needs and objectives of the program. </li></ul><ul><li>Solicit bids from appropriate insurance carriers. </li></ul>
    42. 48. How We Provide Services <ul><li>Gather Information </li></ul><ul><li>Analyze the Current Program </li></ul><ul><li>Market the Plans to the Appropriate Carriers </li></ul><ul><li>Report Recommendation </li></ul><ul><li>Develop an Action Plan </li></ul><ul><li>Provide Ongoing Assistance </li></ul><ul><li>Conduct an Annual Review & Appraisal </li></ul>
    43. 49. Report Recommendation <ul><li>Present quantitative and qualitative analyses of the proposed employee benefit program. </li></ul><ul><li>State the objectives that influenced QuestOps’ decision to remarket plans in your program. </li></ul><ul><li>Identify any weaknesses in the current insurance contract or the existing carrier,and note the steps that QuestOps took when soliciting bids to avoid these weaknesses in the future. </li></ul><ul><li>Identify any restrictions that your company imposed. </li></ul><ul><li>Identify the insurance companies or self-funding service organizations that QuestOps approached on your behalf, the responses QuestOps received from these organizations, and qualified bids. </li></ul><ul><li>Present a matrix that outlines the strengths and weaknesses of the different bids. </li></ul><ul><li>Present final recommendations and the rationale behind them. </li></ul>
    44. 50. How We Provide Services <ul><li>Gather Information </li></ul><ul><li>Analyze the Current Program </li></ul><ul><li>Market the Plans to the Appropriate Carriers </li></ul><ul><li>Report Recommendation </li></ul><ul><li>Develop an Action Plan </li></ul><ul><li>Provide Ongoing Assistance </li></ul><ul><li>Conduct an Annual Review & Appraisal </li></ul>
    45. 51. Develop an Action Plan <ul><li>Help your organization develop and implement a communications campaign to announce plan changes. </li></ul><ul><li>Coordinate the open enrollment process and monitor ongoing employee benefit communication efforts. </li></ul><ul><li>Assist in transferring data to new insurance carriers. </li></ul>
    46. 52. How We Provide Services <ul><li>Gather Information </li></ul><ul><li>Analyze the Current Program </li></ul><ul><li>Market the Plans to the Appropriate Carriers </li></ul><ul><li>Report Recommendation </li></ul><ul><li>Develop an Action Plan </li></ul><ul><li>Provide Ongoing Assistance </li></ul><ul><li>Conduct an Annual Review & Appraisal </li></ul>
    47. 53. Provide Ongoing Assistance <ul><li>Address your day-to-day service needs. </li></ul><ul><li>Manage vendors and negotiate with them on your behalf. </li></ul><ul><li>Create short- and long-term employee benefit communication campaigns. </li></ul><ul><li>Review plan administration for compliance with federal, state, and local regulations. </li></ul><ul><li>Review documentation as needed. </li></ul>
    48. 54. How We Provide Services <ul><li>Gather Information </li></ul><ul><li>Analyze the Current Program </li></ul><ul><li>Market the Plans to the Appropriate Carriers </li></ul><ul><li>Report Recommendation </li></ul><ul><li>Develop an Action Plan </li></ul><ul><li>Provide Ongoing Assistance </li></ul><ul><li>Conduct an Annual Review & Appraisal </li></ul>
    49. 55. Conduct an Annual Review & Appraisal <ul><li>Appraise the results of the previous plan year. </li></ul><ul><li>Meet with you to revise and redefine objectives for the coming year. </li></ul><ul><li>Review any changes to your business and program objectives. </li></ul><ul><li>Define new initiatives and action items. </li></ul><ul><li>Review the successes or failures of the benefit plans. </li></ul><ul><li>Discuss legislative issues and their impact on benefit plans. </li></ul><ul><li>Explore new benefit concepts and programs. </li></ul><ul><li>Begin work on other benefit-related projects as needed. </li></ul>
    50. 56. Customer-Centered Philosophy
    51. 57. Customer-Centered Philosophy
    52. 60. Industry-leading professionals
    53. 61. Industry-leading professionals Cost-effective programs
    54. 62. Industry-leading professionals Cost-effective programs Innovative solutions and resources
    55. 63. Industry-leading professionals Cost-effective programs Innovative solutions and resources Unparalleled service
    56. 65. What Do You Need In An Outsourcing Partner?

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