6/14/18 Matt Reynolds Account Executive Joaquin Santos Senior Vice President Sales TECHNOLOGY: 1
6/14/18 EFFICIENCY GROW FASTER RETENTION 800 BROKERS nationwide responded 2
6/14/18 1000 EMPLOYERS EMPLOYER SURVEY nationwide responded 2016 Survey of Employers % THINK IT’S IMPORTANT % ARE UNSATISFIED Compliant plan documents 96% 28% Online access to policies, 93% 46% HR & compliance resources Plan design benchmarking 93% 46% Health & Rx claims analysis 90% 49% 3
6/14/18 2016 Survey of Employers % THINK IT’S IMPORTANT % ARE UNSATISFIED 51% 90% Consumerism materials Total comp statements 87% 51% 55% 84% Annual stewardship report 59% 83% Hotline for HR questions 62% Online enrollment for employees 79% Meeting Minimum Expectations People Compliance guidance Quote Plans Claims & Billing Assistance Negotiate Renewal Plan Comparison Coverage & Policy Expertise Application Submission 4
6/14/18 Ex Exceed eeding ing Expectations Claims Analytics Compliance & Legislation Online Enrollment Insurance & HR Support Guidance Communications & Marketing The Client Experience 5
6/14/18 Compliance and HR EMPLOYEE BENEFITS 70% will work with a broker who can offer compliance resources. 33% would change brokers if this need isn’t met. Strategic Analysis EMPLOYEE BENEFITS 72% will work with a broker who can be a trusted advisor. 40% would change brokers if they are only a salesperson. 6
6/14/18 Communication EMPLOYEE BENEFITS 75% will work with a broker who communicates regularly. 42% would change brokers who do not. Benefits Administration EMPLOYEE BENEFITS 50% want a broker who offers a range of HR, employee benefits, employee health and wellness services. 20% would change brokers if this need isn’t met. 7
6/14/18 The Client Experience POWERED BY ZYWAVE Ultimate Goal Organic Growth Referrals Account Rounding Acquisitions Recruiting younger talent Higher Retention National Avg. ~90% Increased Efficiency Agency Value 8
6/14/18 What questions do you have? 9
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