SOFTWARE ... Proposal Content Automation. Templated Communications. Employee Survey. Questionnaire. IP / CONTENT. Market
Summary of Benefits Consulting Cloud “Out Of The Box” Features
SOFTWARE 1 Prospect Lead Capture Forms
IP / CONTENT 8
Marketing Content Library
2
Fee-For-Service Calculator
9
Plan Design Benchmarking
3
Client, Census, Plan Library Databases
10
Voluntary Benefits Engine
4 Proposal Content Automation
11
Claims & Health Risk Benchmarking
5
Templated Communications
12
Employee Survey Feedback Benchmarking
6
Employee Survey Questionnaire
13
Demographic Analyzer
7
Third-party Integrations
14
ACA Compliance Audits
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Prospect Lead Capture Forms
100% Mobile Compatible Branded to Your Agency Custom questions can be benchmarked over time
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Service Calendar & Fee-For-Service Calculator
All Code SixFour tools and reports are organized under a fee-calculator, where a fee is recommended based on (a) hours required to manually build the report * (b) agency-user specific hourly consulting rate.
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Client, Census, Plan Library Databases
Extensive database structure can handle all plan designs and rate structures Current products available include Medical, Dental, Vision, Life, and Disability
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Proposal Content Automation
Library of presentation content allows for “drag & drop” capability in constructing custom proposals Dynamic Content is adjusted on-thefly according to client’s information in Code SixFour database
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Templated Communications
Summary of current plans and options; Professional, graphic design; standard legal notices included; Custom messaging, specific to client
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Employee Survey Questionnaire
Hosted employee surveys, 100% mobile compatible Automated reminders drive employee participation White-label email distribution, to mask send as coming from client
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Third-party Integrations
Code SixFour follows an “Open Architecture” software development philosophy – willing to partner with many leading vendors in the space to save our client’s time
Currently Being Explored for 2016 Release:
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Marketing Content Library
Extensive library of regularly updated marketing content and thought leadership Over 1,000+ pages of unique content currently available
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Plan Design Benchmarking
Instant access to over 3,500 employers, 5,000 plans, across 95 industries and 14 size cuts
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Voluntary Benefits Engine
Predict enrollment in 7 separate voluntary products – life, vision, disability, hospital indemnity, critical illness, accident, and legal
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Claims & Health Risk Benchmarking
Licensed data from Healthentic and University of Michigan power Code SixFour health risk and claims analysis
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Employee Survey Benchmarking Data
Your survey results will be compared to benchmarking results from over 30,000+ other employee responses
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Demographic Analyzer
Standardize employee demographic analysis to enable producers to push back and question carrier renewals and pricing formulae
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ACA Compliance Audits
Automate complex ACA analytics – from Pay or Play, to Variable Hour Tracking, to Cadillac Tax Forecasting 1 Proprietary ACA
Consulting Framework
2 Assess Financial Impact Of All Provisions
3 If necessary, build contingency plans and strategies
A complete compliance strategy summarizes total financial impact, and allows for granular assessments of cost – even if certain provisions of the law are delayed or modified
Your client has a strategic question… “Does our plan have any Cadillac Tax exposure?”
“Should we invest in a private exchange?”
“Why aren’t employees enrolling in our HSA plan?”
“How engaged is our workforce?”
“Should we self-fund our benefits program?”
“Is our Section 125 plan compliant with IRS regulations?”
… does your firm have a way to deliver a strategic response?
Thank You
