WorkPlace Solutions provides simplicity, reliability, and cost-effectiveness to the benefits communication and

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2 WorkPlace Solutios provides simplicity, reliability, ad cost-effectiveess to the beefits commuicatio ad erollmet process, where issues are complex ad solid experiece is eeded. We combie our techology ad our commuicatios expertise to solve the most complex issues. Our team focuses o uderstadig the challeges you face. We set goals ad develop strategies to esure every program meets each cliet s idividual eeds. Our cliets see us as their dedicated parter. We are pla desig cosultats, we are educators, ad we are Beefit Specialists. We excel by combiig techology with the highest quality beefits. This is the reaso for our cotiued success ad log-stadig respect i the beefits commuicatio idustry. We are WorkPlace Solutios.

3 WorkPlace Solutios is a atioal beefits commuicatio ad erollmet compay. We have bee servig cliets throughout the Uited States sice Sice our iceptio, our focus has bee o selectig optimum beefit packages ad matchig beefit services o a idividual cliet basis. Our stregth is our foudatio of trust ad teamwork. We work i harmoy ad partership with our cliets to make beefit selectio ad erollmet a easy ad affordable process. Our philosophy is to provide the best service through our kowledge ad experiece. Beefit selectio ad erollmet ca be a complicated process. Our experiece i pla desig ad our state-of-the-art beefit erollmet capability make this process easy ad efficiet from start to fiish. The systems we have i place, our techological expertise, ad our highly traied Beefit Specialists work together to meet each cliet s idividual eeds. Our missio is to educate ad assist employees i high-quality beefit programs through easy-to-uderstad beefit commuicatios ad a streamlied beefit erollmet process. The result is employee awareess, appreciatio, ad participatio i the beefit programs provided by their employers. OUR SOLUTION Erollmet Process Whe we focus o our purpose ad apply our method, we accomplish our objective a successful erollmet. We cotiually moitor the process to esure success. Team Approach Workig as a team offers the most efficiet ad successful way to reach our cliets goals. Techology Our goal of Commuicatig Beefits Through Techology requires a variety of educatioal approaches. Beefit Educatio ad Commuicatio Employees who uderstad their beefits are more satisfied ad effective i the workplace. Supplemetal Beefits Supplemetal Beefits fill the gaps i core coverage ad have a positive effect o employee retetio ad recruitmet. Commuicatig Beefits through Techology 1

4 BENEFIT EDUCATION AND COMMUNICATION Employee educatio ad beefit commuicatio are itegral cotributors to employee happiess. Employees who uderstad their beefits ad are satisfied with their beefit plas are typically more satisfied with their jobs. Uderstadig beefits leads to icreased loyalty ad more highly qualified employees. Role of Beefits Commuicatio Effective Higher Icreased: Optimal ROI beefits workplace egagemet for beefits educatio satisfactio loyalty/morale pla productivity WorkPlace Solutios has worked with cliets throughout the Uited States to educate employees through various commuicatio methods. We kow that each cliet is uique ad requires a customized beefit commuicatio approach. Durig each implemetatio, WorkPlace Solutios discusses the commuicatio optios available ad assists the cliet i choosig the best optios for their employees. Frequetly, a combiatio of optios is required to esure a successful erollmet. We strive to improve the quality ad effectiveess of beefit erollmet by commuicatig beefits through techology. 2 Cotact us at ifo@wpsbeefits.com or

5 BENEFIT EDUCATION AND COMMUNICATION Iformatio ca be leared i several differet ways by hearig, through visual meas, or by a hads-o approach. Our techology, i cojuctio with a variety of media optios, provides each of these learig opportuities for maximum commuicatio effectiveess. Employees ca eroll by callig our Customer Care Ceter or by usig the self-eroll optio, or by attedig a oe-o-oe meetig. We educate ad commuicate beefits usig a variety of methods ad materials for our cliets. Writte materials iclude Total Compesatio Statemets that show employees the total ivestmet their employer provides ad raises employee awareess about the actual cost of their beefits. Beefit Booklets cotai all the iformatio employees eed to prepare for erollmet. Ad, Cofirmatio Statemets show employees their beefit electios, coverage levels, ad cotributios followig erollmet. e-commuicatios quickly broadcast importat iformatio about beefits ad erollmet iformatio. Videos ad Iformatioal Screes are effective learig tools whe used i cojuctio with other media materials. Group Beefit Meetigs provide excellet forums to share importat beefit iformatio ad allow employees to have their questios aswered. Commuicatig Beefits through Techology 3

6 THE IMPORTANCE OF SUPPLEMENTAL BENEFITS Offerig supplemetal beefits i the workplace is a importat step toward employee satisfactio. Supplemetal beefits have a positive impact o both employees ad employers. Supplemetal beefits fill the gaps i core coverage by givig employees the flexibility to choose the coverage they eed for their particular circumstaces. Plus, supplemetal beefits are typically portable, ad premiums remai costat whe a employee retires or chages employmet. Employers ejoy higher employee retetio whe supplemetal beefits are made a part of a employer s beefit package. Supplemetal beefits are ofte the decidig factor i employmet decisios. There is a positive effect o employee recruitmet whe employers make supplemetal beefits a part of their overall beefit package. Supplemetal Beefits Provide a Rage of Coverage Life products provide security for those left behid after the loss of a loved oe either durig active years or post-retiremet. Specialty programs ad additioal payroll deducted programs provide employees expaded coverage i additio to their isurace eeds. Icome Protectio products help replace lost icome whe a health related evet occurs ad a employee ca o loger perform his or her job. Supplemetal Health products help pay the deductibles, co-isurace ad idirect costs that are associated with critical illess, sickess or accidet. Discout Programs offer employees the opportuity to save moey o may items through a discout website. To reduce health costs, may supplemetal beefits ecourage healthy lifestyles through welless iitiatives by offerig employees moetary icetives to participate i health screeigs. Volutary plas ca icrease satisfactio with the beefits package ad employer Satisfactio with beefits package +17 Poits Satisfactio with employer +4 Poits % 51% 52% 56% Do ot offer volutary plas Do offer volutary plas Do ot offer volutary plas Do offer volutary plas 4 Cotact us at ifo@wpsbeefits.com or

7 OUR APPROACH At WorkPlace Solutios, we believe the team approach offers the most complete ad efficiet way to work with our cliets. Durig implemetatio, a persoalized cliet service team is assiged to esure all aspects of service are fully examied ad delivered. We uderstad that each cliet has very differet, yet importat eeds. The cliet works with the same team from the iitial plaig stage throughout implemetatio ad the erollmet process. Our experiece has show that the team approach produces cotiuity ad effective results. OUR TEAM: The PROJECT LEADER oversees the etire process ad works directly with the cliet to maage the cliet s expectatios. The INFORMATION TECHNOLOGY ANAYLST works with the cliet to esure all ecessary documets ad cesus data are received to build the erollmet platform. The ACCOUNT MANAGER is resposible for the osite erollmet process ad works with the cliet to esure a successful erollmet. The ACCOUNT EXECUTIVE is resposible for settig up timelies ad gatherig iformatio. This team member works with the cliet o all day-to-day issues throughout the process. The Team Approach brigs positive results. All phases of the process from iitial pla desig through fial erollmet are idetified ad assiged to appropriate team members. We uderstad that resposibility ad accoutability are essetial to makig this process work withi the established timelie. Commuicatig Beefits through Techology 5

8 OUR ENROLLMENT PROCESS Oce we assig our team, establish our educatio goals, develop our beefit educatio materials, ad fialize the techology we ca begi our ENROLLMENT PROCESS. Withi this phase we focus o three areas: purpose, objective, ad method. Our purpose is to commuicate the employer s beefit plas to employees i a cocise, uderstadable, ad efficiet way. Employees who uderstad their beefits will make better decisios ad are more likely to take full advatage of their beefit opportuities. Our objective is to esure that employees are educated about their beefit optios. Through our techology ad our people, all questios related to the beefits beig offered are aswered. We assist employees i their selectios ad do so i a way to miimize workflow disruptio. Our method icludes three erollmet optios: Self-Serve Erollmet Self-Serve Erollmet allows employees to access their idividual records usig a secure logi ad password. They ca view their curret beefits, make chages to their persoal iformatio, ad eroll i their beefits. Iformatioal screes help employees uderstad their beefit optios. Oe-o-Oe Erollmet Oe-o-Oe Erollmet allows employees to have persoal meetigs with Beefit Specialists who assist employees i uderstadig their beefit offerigs. The process begis with careful schedulig to esure that all eligible employees have coveiet access to Beefit Specialists at their work locatios. Telephoic Erollmet Telephoic Erollmet is available to employees by callig our Customer Care Ceter ad speakig with a Beefit Specialist. Erollmet is completed by usig a secure PIN code to fialize selectios. Employees receive a Beefit Cofirmatio Statemet followig erollmet. Our Customer Care Ceter is also available year-roud for perpetual erollmet, life evet chages, ad customer service assistace. 6 Cotact us at ifo@wpsbeefits.com or

9 OUR TECHNOLOGY The decisio to retai Beefits Admiistratio i-house or to utilize outside techology is based o may factors such as cost, available resources, core competecies, ad overall resources. We believe that our Beefits Admiistratio services are the BEST CHOICE for employers who wat to reduce the day-to-day burde of admiisterig beefit plas. Ad, here are some reasos why. We provide the flexibility employers eed to eroll beefit plas that ca icorporate each employer s uique specificatios. We achieve solutios utilizig differet software systems to reflect the preferece ad iteral data requiremets of the employer. Beefit selectio is made easy. Our systems ca icorporate multiple providers ad ca be delivered o oe easy-to-use platform. We simplify the etire Beefits Admiistratio process by maitaiig all erollmet ad beefit activity i oe system. Employers see a defiitive reductio i costs whe they place Beefits Admiistratio with WorkPlace Solutios. Huma Resource hours devoted to Beefits Admiistratio ad customer assistace are reduced. With all iformatio maitaied i oe locatio, accessibility is ehaced for both employees ad employers. Iformatio retrieval is available 24/7. Employees ad employers appreciate the coveiece ad support available through our Customer Care Ceter for beefit assistace ad techology support. Our techologies itegrate with curret payroll systems ad support both aual ad perpetual erollmets. The user-friedly iterfaces are easy to avigate ad ca be accessed through ay Iteret browser. We accommodate complex eligibility requiremets ad pla desigs for both core ad volutary erollmets. We miimize the complexity of Beefits Admiistratio ad provide efficiet beefits maagemet usig a streamlied erollmet process. Commuicatig Beefits Through Techology is clearly the BEST SOLUTION for employers ad employees alike. Commuicatig Beefits through Techology 7

10 OUR EXPERIENCE MATTERS As a beefit commuicatio ad erollmet parter, our approach, experiece, ad techical expertise matter. We Customize Our techology itegrates beefit pla iformatio ad cliet employee data ito a customized case build to provide erollmet efficiecy ad beefit admiistratio accuracy. We Commuicate Through a rage of commuicatio methods, we icrease employee awareess about the scope ad value of their beefits. We Eroll We provide idividual attetio to each employee to esure full uderstadig ad accurate iformatio durig erollmet. We Maage Our erollmet process is coducted with maximum efficiecy ad executio. We Serve We provide customized reportig ad o-goig beefit admiistratio to employees ad employers though our Customer Care Ceter ad state-of-the-art techology. 8 Cotact us at ifo@wpsbeefits.com or