Connected Benefits provides turnkey cloud-based insurance and administration services to Maxwell Health clients. They offer traditional and defined contribution employee benefits programs, as well as voluntary benefits, and provide access to the Maxwell Health mobile app and Health Advocate service. The document outlines Connected Benefits' services, what they can offer employers and employees, and the implementation timeline which includes building employer/employee portals, open enrollment, sending elections to carriers, and ongoing support through the admin portal and mobile app.

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

3. connectedbenefits.com

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

9. Benefits Store Overview

10. Section 3
Implementation & Process

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