client intro to netchex by hmb
DESCRIPTION
TRANSCRIPT
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• Founded in 2003 by 2 former ADP executives.• Approaching 2000 clients with
clients/employees in all 50 states.• Louisiana based company with locations in
– Houston– Dallas– Atlanta– San Antonio / Austin
• One of the fastest growing company in its class in the US.
• Included in the 2010 Inc. 5000
Who is Netchex ?Who is Netchex ?
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• Single database, not Single database, not components that must components that must synchronize between modules.synchronize between modules.
• Technology fits your workflow, Technology fits your workflow, not the opposite.not the opposite.
• Allows payroll/benefits to be Allows payroll/benefits to be managed from any computer managed from any computer with internet from unlimited with internet from unlimited locations.locations.
• Allows Hartwig Moss Benefits Allows Hartwig Moss Benefits view-only access to critical view-only access to critical benefits activity data without benefits activity data without having to burden HR.having to burden HR.
• www.netchexonline.com
Who is Netchex ?Who is Netchex ?
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Why Hartwig Moss Benefits/Netchex makes sense!!Why Hartwig Moss Benefits/Netchex makes sense!!
• Our role as your benefits broker will change with Healthcare Reform.
• Anticipating your needs for tomorrow?– How will you manage the Healthcare Exchange.– Help you manage new mandates for Benefits– Provide tools for compliance with new PPACA mandates.• Have visibility into your benefits activity, introduce new
solutions and be a resource in the decision making process.• Access to technology development and resources for
future needs.
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Traditional ModelTraditional Model
Payroll Data
Health & Core
Benefits
Broker Carrier401K
Broker Carrier
Voluntary/ Worksite
Broker Carrier
FSA
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1. New Hire and let Netchex• Track Eligibility• Update Voluntary Deduct• Send COBRA notice• Update Carrier Communication
Report• Populates all reports
2. Touch an employee’s Record once and have it populate all areas of the database. Less room for Error.
3. Automatic Bill Reconciliation
4. Automatic Data and Money movement from Netchex to carrier for 401K and Worksite Benefits.
5. Request time off, Enroll in benefits and much more through online Employee portal.
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What clients like about Netchex.What clients like about Netchex.
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Activity ManagerActivity Manager…their Benefits Dashboard…their Benefits Dashboard
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Activity ManagerActivity Manager…their Benefits Dashboard…their Benefits Dashboard
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REAL business tools that improve cash flow!!REAL business tools that improve cash flow!!
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Employees Love NetchexEmployees Love Netchex
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Enroll at their convenienceEnroll at their convenience
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View Important InformationView Important Information
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Hartwig Moss Benefits now enjoys…real time data!Hartwig Moss Benefits now enjoys…real time data!
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Visibility into client activity at anytime..no calls or e-mails.Visibility into client activity at anytime..no calls or e-mails.
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Next StepsNext Steps
• If agreeable, set aside 30 minutes with a Netchex field rep to compare technology and process against current solution.
• Gather latest invoice from current payroll provider so that comparison will be accurate.
• Prepare for an easier administration and service experience !!