The Gelin Benefits Group. A Better Way to Manage Health & Wellness

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2 The Gelin Benefits Group A Better Way to Manage Health & Wellness

3 The Gelin Benefits Group Difference We go above and beyond expectations

4 The Gelin Benefits Group Experience, Expertise, & Resources You Can

5 Experience Insurance Advisory, Brokerage & Benefits Consulting

6 Experience Client Experience Private Sector Corporate Public Entity

7 Experience We Can Do It All!

8 Expertise We provide expert actuarial, funding & analytical advice

9 Expertise We deliver top notch legal and compliance advice

10 Expertise We provide technology and wellness solutions to meet client needs

11 The Gelin Benefits Group We deliver a high level of client service and satisfaction

12 Expertise: Professional Designations

13 Individual and Corporate Memberships

14 Tools & Resources

15 Human Resources Compliance Portal

16 Resources: Wellness We believe in wellness programs! Newsletters On-site enrollment Incentive programs Ask us about ROV!

17 Resources: Compliance

18 Tools & Resources Plan Modeling Software

19 Tools & Resources Plan Modeling Software

20 Tools & Resources Plan Modeling Software

21 Tools & Resources: Financial Reporting

22 Tools & Resources: Financial Reporting

23 The Gelin Benefits Group We offer so much just ask us!

24 The Gelin Benefits Group Thank you for visiting our booth!

25 The Gelin Benefits Group Contact Us

26 The Gelin Benefits Group gelinbenefitsgroup.com

27 The Gelin Benefits GelinBenefitsGroup

28 The Gelin Benefits GelinBenefitsGroup

29 The Gelin Benefits Group GelinBenefitsGroup

30 A Better Way to Manage Health & Wellness

31 RFP R P1 Employee Benefits Consulting Services Gelin Bolton Group Combination Initial and Final Evaluation Committee Meeting Monday, October 30, :00 P.M. Broward County Governmental Center 115 South Andrews Avenue Room 422, Fort Lauderdale, FL Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

32 Evaluation Categories and Points 1 Location 5 2 Company Profile, Characteristics of the Firm and Staffing 15 3 Quality of Service & Consultation / Customer Service 30 4 Data Warehouse 10 5 Questionnaire and Performance Guarantee 20 6 Price 20 Total Number of Points Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

33 Evaluation Categories - Location The Gelin Benefits Group has offices in Miramar, FL and in Fort Lauderdale, FL. Bolton Partners has a local Florida office in Boca Raton. Broward County Government will be serviced from the local office in Fort Lauderdale, FL. The Gelin Benefits Group is certified as a County Business Enterprise and Small Business Enterprise with Broward County Government Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

34 Company Profile, Characteristics of the Firm & Staffing Basic information of proposing company Gelin Bolton Group Over 100 years of combined benefits consulting experience. Two Senior Consultants who hold the Certified Employee Benefits Specialist Designation (CEBS). Over 100 full time employees and key staff with 12 years of seniority. Corporate philosophy is to improve the physical, behavioral, and financial health of our clients. Services will be provided from offices in Broward County Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

35 The Gelin Bolton Group Financial Monitoring Plan Management Client Management Client Services Wellness Program Compliance Monthly, Quarterly, Mid- Year, & Annual Reports Claims analysis Benefit plan modeling and selection Vendor selection process Budget performance analysis Develop benefit plan strategy Inflationary trend information Financial overview Claim utilization Evaluate technology and communication platform Conduct annual benchmarking study Secure employee feedback with employee surveys Employee Communications Claims, billing and general support Open enrollment attendance and communication support Benchmarking and Employee Service Insurance Carrier Relations Wellness Solutions and Support Develop open enrollment presentations Create communication brochures and flyers Respond to employee claim issues Manage day to day service calls Assist in identifying and selecting a wellness vendor Create engaging programs to increase participation Monitor wellness progress reports Promote wellness and disease management programs Ensure adherence to all laws related to health and welfare Weekly and monthly tracking of proposed and pending laws Conduct detailed compliance review Perform HIPAA audit Communicate with carriers during RFP process Health fair coordination ACA, DOL & IRS compliance/tools Assessing wellness program options Compliance audit Claim trend analysis Reserve analysis Stop-loss deductible and attachment point tracking Employee educational seminars Contract review and evaluation Strategic planning and forecasting ERISA HIPAA, ACA and other Compliance Service Evaluating effectiveness workplace wellness programs Plan documents and SPDs Assist in establishing programs to achieve strategic objectives ACA reporting tools Human Resource Portal Budget projections Client advocacy Legislative changes notification Rate promulgations Reserve adjustment analysis Actuarial opinions Full financial overview Reserve calculation with actuarial opinion provided Cost comparisons (historical and industry wide) Budget and rate update and review Deficit/surplus analysis Alternative funding arrangements Newsletters/seminars Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

36 Gelin Benefits Group, will be responsible for the marketing, renewal, claims, and services for the group medical, dental, vision, life, and disability insurance products. The Gelin Bolton Group The Gelin Bolton Joint Venture Areas of Responsibilities Bolton Partners will be responsible for the actuarial consulting services related to the group medical program, general employee benefits consulting services, pharmacy plan s ervices etc. We will also handle day to day claim calls, service requests, on site meetings, strategic planning meetings, open enrollment meetings and general benefits consulting, legal, and compliance services. Both firms will work collaboratively to manage the medical and pharmacy procurement process, provide monthly claims reporting, renewal projections, trends, benchmarking studies etc. Our two firms will work as one and it will be seamless to the County staff Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

37 Company Profile, Characteristics of the Firm & Staffing Key Members of proposed account team Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

38 Company Profile, Characteristics of the Firm & Staffing Key Members of proposed account team Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

39 Governmental and Public Entity Client Experience List of governmental and public entity client experience City of Miramar City of Coconut Creek Broward Clerk of Courts Baltimore County Government Harford County Schools Howard County Public Schools Wicomico County Public Sector Consortium Eastern Shore of Maryland Educational Consortium Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

40 Quality of Service and Consultation Customer Service Ability to monitor and advise on legislative developments The Gelin Bolton Group has a full time attorney, who is also a licensed agent, supporting Broward County Government. Our attorney is a member of the Health Law Section of the Florida Bar Association and the American Bar Association, which provides weekly updates on the latest healthcare developments. The Gelin Bolton Group partners with Akerman to provide legal advise regarding employee benefit laws including HIPAA, ERISA, COBRA, ACA, and other related laws Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

41 Quality of Service and Consultation Customer Service Ability to monitor and advise on legislative developments Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

42 Resources: Wellness & Compliance Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

43 Human Resource Compliance Portal Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

44 Individual and Corporate Memberships International Society of Certified Employee Benefit Specialists International Foundation of Employee Benefit Plans State and Local Government Benefits Association Florida Public Human Resource Association Florida Public Employer Labor Relations Association Florida Government Finance Officers Association Florida League of Cities Broward League of Cities National Association of Health Underwriters National Wellness Institute Wellness Council of America Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

45 Quality of Service and Consultation Customer Service Ability to respond quickly to requests & accessible to Broward County Government The Gelin Bolton Group will operate out of the Fort Lauderdale office. We are local and easily accessible. We have maintained client relationships for as long as 20+ years, primarily through dedicated and focused client services. We are responsive to client needs, flexible, and easy to work with Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

46 Quality of Service and Consultation Customer Service Ability to provide actuarial services as needed Bolton Partners is one of the most trusted and highly regarded actuarial firms in the country. Bolton Partners provides actuarial services to government entities at the local, state, and federal level. Bolton Partners provides actuarial consulting services to the Pension Benefit Guaranty Corporation (PBGC) Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

47 Data Warehouse Describe your firm s Data Warehouse services We currently have clients utilizing the same platform the County currently has in place in Benefits Science Technology (BST). If the County desires, we can continue the existing vendor relationship with Benefit Science Technology (BST) or work with an enhanced alternative vendor Health Data Intelligence, which uses the Johns Hopkins ACG system with decades of research on population health management. The Johns Hopkins ACG System models and predicts an individual s health over time using existing data from medical claims, electronic medical records, and demographics like age and gender. Using this predictive analytical tool, we can recommend customized plan changes and individual wellness programs to improve employee health behaviors and manage costs Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

48 Questionnaire and Performance Guarantees Project Specific Vendor Questionnaire Performance Guarantees We responded to all of the questions in the project specific questionnaire with no deviations. We agree to comply with all of the listed items in the questionnaire. We strive to meet and exceed client expectations and have fees at risk as required Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

49 Price Total Price for Monthly and Annual Services Total Price for Additional Services Our monthly fees are priced competitively and below the current monthly rate the County is currently paying. The proposed fees for projects including Pharmacy Renewal Services, Pharmacy Procurement Services, Health Plan Renewal Services, and Health Plan Procurement Services are priced competitively. Our combined firm has experience successfully conducting renewal and procurement services on behalf of our clients as evidenced by our client references Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

50 Final Remarks - Gelin Bolton Points of Differences The Gelin Bolton Group is the best company to service the County s needs now and into the future The only privately held firm to respond to this RFP. Our clients are our only priority Experience working with multiple government entities locally and throughout the country Robust tools and resources to provide the level of service this account warrants We have a dedicated, attentive, and responsive team of professionals The Gelin Benefits Group is a qualified local CBE and SBE Bolton Partners is a small business success story partnering with a local small business in Gelin Benefits Group Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

51 Broward County Government Employee Benefits Consulting Services Combination Initial and Final Evaluation Committee Gretchen Cassini, Assistant County Administrator John Burkholder, Director, Risk Management Division Mary McDonald, Acting Director, Human Resources Division Chairperson: Jacqueline Chapman, Purchasing Agent Procurement Staff Thank You Gelin Benefits Group All Rights Reserved. Prepared for Broward County Government for information only. Does not constitute legal or tax advice.

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