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1 of 12
The Agenda 
• Section 1– What is Connected Benefits powered by Maxwell Health? 
– Website 
– Who are we? 
– What can CB do for me? 
– Maxwell Health Mobile App 
– Health Advocate Service 
• Section 2 – Voluntary Store Overview 
– Dental 
– Vision 
– Life Insurance 
– Disability 
– Critical Illness 
– Accident 
• Section 3 – Implementation and Process
connectedbenefits.com
Who is Connected Benefits? 
We are a turnkey cloud-based service company that provides Insurance and 
Administration services to the Clients of Maxwell Health 
• We provide you with the following services: 
– Insurance Brokerage Services 
– Implementation: enrollment, contract delivery, renewal services 
– Call center: support for sales, enrollment, services and more 
– Customer service for: individuals, employee and employer 
• Employers can fund via: 
– Traditional defined benefit 
– Defined contribution (marketplace) 
– Voluntary 
• Employers/Employees get access to: 
– Maxwell Admin / Employee Portals 
– Mobile App 
– Health Advocate 
– AT NO COST!!!
What can Connected Benefits do for me? 
Employee Benefits Programs 
Traditional Benefit Program / Defined Benefits 
– Health, Life, Dental, Vision, Disability, etc. 
– Benefits Admin System for Enrollment and Reporting 
Exchange Platform / Defined Contribution 
– Multiple Plan Offerings 
– Employee Choice 
– Benefits “Allowance” for each employee 
– Fixed Costs for employer 
Voluntary Benefits 
– Paid by employee 
– Employee choice and access 
– Ease of enrollment and administration 
– Paperless 
All of these programs comes with the Maxwell Health Mobile App and the 
Health Advocate Service that will make your employees life easier!
Maxwell Health Mobile App 
• Instant Access to Health Advocate 
• Call, text or send a picture – The Health Advocate can help you navigate 
• Wellness 
• Connects to fitness devices such as “FitBit” or “Jawbone Up” 
• Uses a card system similar to “Apple Passport” or “Google’s Card System” 
• Available now on the Apple App Store and Google Play
Health Advocate 
Instant Access to Health Advocate 
Call, text or send a picture – The Health Advocate can help you navigate
Section 2 
Your Benefits Store
Benefits Store Overview
Section 3 
Implementation & Process
Implementation Timeline 
• Implementation 
– Build out the employer/employee portal (2-4 Days) 
– Set up Kick off Call 
• Demonstrate the Portal 
• Admin Portal training 
• Employee Portal 
– Send Welcome Emails to Employees 
• Employees login to Portal 
– Open Enrollment 
• Employees login and make elections 
• Paperless! 
– Post Enrollment 
• Send off election to carrier 
• Download payroll and election reports 
• Post Enrollment 
– Mobile App 
– Health Advocate Service 
– Admin Portal 
• New Hires 
• Terminations 
• Changes
Thank you 
Questions and Comments? 
connectedbenefits.com 
1.800.853.1488

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Cb opening ppt no video

  • 1.
  • 2. The Agenda • Section 1– What is Connected Benefits powered by Maxwell Health? – Website – Who are we? – What can CB do for me? – Maxwell Health Mobile App – Health Advocate Service • Section 2 – Voluntary Store Overview – Dental – Vision – Life Insurance – Disability – Critical Illness – Accident • Section 3 – Implementation and Process
  • 4. Who is Connected Benefits? We are a turnkey cloud-based service company that provides Insurance and Administration services to the Clients of Maxwell Health • We provide you with the following services: – Insurance Brokerage Services – Implementation: enrollment, contract delivery, renewal services – Call center: support for sales, enrollment, services and more – Customer service for: individuals, employee and employer • Employers can fund via: – Traditional defined benefit – Defined contribution (marketplace) – Voluntary • Employers/Employees get access to: – Maxwell Admin / Employee Portals – Mobile App – Health Advocate – AT NO COST!!!
  • 5. What can Connected Benefits do for me? Employee Benefits Programs Traditional Benefit Program / Defined Benefits – Health, Life, Dental, Vision, Disability, etc. – Benefits Admin System for Enrollment and Reporting Exchange Platform / Defined Contribution – Multiple Plan Offerings – Employee Choice – Benefits “Allowance” for each employee – Fixed Costs for employer Voluntary Benefits – Paid by employee – Employee choice and access – Ease of enrollment and administration – Paperless All of these programs comes with the Maxwell Health Mobile App and the Health Advocate Service that will make your employees life easier!
  • 6. Maxwell Health Mobile App • Instant Access to Health Advocate • Call, text or send a picture – The Health Advocate can help you navigate • Wellness • Connects to fitness devices such as “FitBit” or “Jawbone Up” • Uses a card system similar to “Apple Passport” or “Google’s Card System” • Available now on the Apple App Store and Google Play
  • 7. Health Advocate Instant Access to Health Advocate Call, text or send a picture – The Health Advocate can help you navigate
  • 8. Section 2 Your Benefits Store
  • 11. Implementation Timeline • Implementation – Build out the employer/employee portal (2-4 Days) – Set up Kick off Call • Demonstrate the Portal • Admin Portal training • Employee Portal – Send Welcome Emails to Employees • Employees login to Portal – Open Enrollment • Employees login and make elections • Paperless! – Post Enrollment • Send off election to carrier • Download payroll and election reports • Post Enrollment – Mobile App – Health Advocate Service – Admin Portal • New Hires • Terminations • Changes
  • 12. Thank you Questions and Comments? connectedbenefits.com 1.800.853.1488