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Client intro to Netchex by HMB


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Client intro to Netchex by HMB

  1. 2. <ul><li>Founded in 2003 by 2 former ADP executives. </li></ul><ul><li>Approaching 2000 clients with clients/employees in all 50 states. </li></ul><ul><li>Louisiana based company with locations in </li></ul><ul><ul><li>Houston </li></ul></ul><ul><ul><li>Dallas </li></ul></ul><ul><ul><li>Atlanta </li></ul></ul><ul><ul><li>San Antonio / Austin </li></ul></ul><ul><li>One of the fastest growing company in its class in the US. </li></ul><ul><li>Included in the 2010 Inc. 5 0 0 0 </li></ul>Who is Netchex ?
  2. 3. <ul><li>Single database, not components that must synchronize between modules. </li></ul><ul><li>Technology fits your workflow, not the opposite. </li></ul><ul><li>Allows payroll/benefits to be managed from any computer with internet from unlimited locations. </li></ul><ul><li>Allows Hartwig Moss Benefits view-only access to critical benefits activity data without having to burden HR. </li></ul><ul><li> </li></ul>Who is Netchex ?
  3. 4. Why Hartwig Moss Benefits/Netchex makes sense!! <ul><li>Our role as your benefits broker will change with Healthcare Reform. </li></ul><ul><li>Anticipating your needs for tomorrow? </li></ul><ul><ul><li>How will you manage the Healthcare Exchange. </li></ul></ul><ul><ul><li>Help you manage new mandates for Benefits </li></ul></ul><ul><ul><li>Provide tools for compliance with new PPACA mandates. </li></ul></ul><ul><ul><ul><li>Have visibility into your benefits activity, introduce new solutions and be a resource in the decision making process. </li></ul></ul></ul><ul><ul><ul><li>Access to technology development and resources for future needs. </li></ul></ul></ul>
  4. 5. Traditional Model Payroll Data Health & Core Benefits Broker Carrier 401K Broker Carrier Voluntary/ Worksite Broker Carrier FSA
  5. 6. <ul><li>New Hire and let Netchex </li></ul><ul><ul><li>Track Eligibility </li></ul></ul><ul><ul><li>Update Voluntary Deduct </li></ul></ul><ul><ul><li>Send COBRA notice </li></ul></ul><ul><ul><li>Update Carrier Communication Report </li></ul></ul><ul><ul><li>Populates all reports </li></ul></ul><ul><li>Touch an employee’s Record once and have it populate all areas of the database. Less room for Error. </li></ul><ul><li>Automatic Bill Reconciliation </li></ul><ul><li>Automatic Data and Money movement from Netchex to carrier for 401K and Worksite Benefits. </li></ul><ul><li>Request time off, Enroll in benefits and much more through online Employee portal. </li></ul>
  6. 7. What clients like about Netchex.
  7. 8. Activity Manager …their Benefits Dashboard
  8. 9. Activity Manager …their Benefits Dashboard
  9. 10. REAL business tools that improve cash flow!!
  10. 11. Employees Love Netchex
  11. 12. Enroll at their convenience
  12. 13. View Important Information
  13. 14. Hartwig Moss Benefits now enjoys…real time data!
  14. 15. Visibility into client activity at calls or e-mails.
  15. 17. Next Steps <ul><li>If agreeable, set aside 30 minutes with a Netchex field rep to compare technology and process against current solution. </li></ul><ul><li>Gather latest invoice from current payroll provider so that comparison will be accurate. </li></ul><ul><li>Prepare for an easier administration and service experience  !! </li></ul>