Compliance #037137 1

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Strategic Alliance Program Strategic Alliance Program

ForFor

DiversityBusiness.com MembersDiversityBusiness.com Members

Presented to you by:Presented to you by:

Eddie GravesEddie Graves

The Diversity Financial GroupThe Diversity Financial Group

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A turn-key program, that enables you to easily and A turn-key program, that enables you to easily and seamlessly provide solutions to your employees’ seamlessly provide solutions to your employees’ supplemental disability income insurance needs through supplemental disability income insurance needs through a number of services and capabilities including an a number of services and capabilities including an online needs analysis and application tool.online needs analysis and application tool.

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Advanced Customer SupportAdvanced Customer Support

– In conjunction with your representative, an In conjunction with your representative, an experienced Case Manager from MassMutual will experienced Case Manager from MassMutual will oversee all aspects of your account including:oversee all aspects of your account including:

Case Set-up Case Set-up

Logistical StrategiesLogistical Strategies

Communications StrategiesCommunications Strategies

TrackingTracking

BillingBilling

On-going Employee SupportOn-going Employee Support

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Logistical StrategiesLogistical Strategies

– In conjunction with the producer, your case manager In conjunction with the producer, your case manager will develop a logistical strategy that may include:will develop a logistical strategy that may include:

Individual MeetingsIndividual Meetings

Group Meetings (in person or online)Group Meetings (in person or online)

Employee Self-directed with supporting Employee Self-directed with supporting communicationscommunications

Combination of the aboveCombination of the above

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Communication StrategiesCommunication Strategies

– A communication strategy, customized to your company, will also A communication strategy, customized to your company, will also be developed. Communications may consist of:be developed. Communications may consist of:

Email CommunicationsEmail Communications

Endorsement letter from the companyEndorsement letter from the company

Hard copy communications – flyers, payroll stuffers, tabletentsHard copy communications – flyers, payroll stuffers, tabletents

Pro-active call bankPro-active call bank

– Strategy is also designed to work with the performance of the case Strategy is also designed to work with the performance of the case with specific emails based on employee experience.with specific emails based on employee experience.

– It is critical that the strategy should align with the regular It is critical that the strategy should align with the regular communication practices of your company.communication practices of your company.

– Ultimate goal of the communications strategy is to ensure all Ultimate goal of the communications strategy is to ensure all eligible employees have the opportunity to review and understand eligible employees have the opportunity to review and understand the coverage opportunity. This is in the best interest of the the coverage opportunity. This is in the best interest of the company.company.

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Sample Communications StrategySample Communications Strategy

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TrackingTracking

– Detailed tracking reports are provided on a daily Detailed tracking reports are provided on a daily basis that include:basis that include:

Who has logged in to the siteWho has logged in to the site

Who has not logged in to the siteWho has not logged in to the site

Who has applied for coverageWho has applied for coverage

Who has declined coverageWho has declined coverage

– Tracking reports in combination with a flexible Tracking reports in combination with a flexible communications strategy, allow us to pro-actively communications strategy, allow us to pro-actively manage your account.manage your account.

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Sample Tracking ReportsSample Tracking Reports

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BillingBilling

– MassMutualMassMutual** provides a number of flexible billing provides a number of flexible billing options including:options including:

Electronic billingElectronic billing

Electronic payroll deductionElectronic payroll deduction

Electronic fund transferElectronic fund transfer

““One-touch-and-done” billing and collection services One-touch-and-done” billing and collection services (Schedule and make changes to payments online)(Schedule and make changes to payments online)

Flexible payment methods for employeesFlexible payment methods for employees

*Massachusetts Mutual Life Insurance Company

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On-going Employee SupportOn-going Employee Support

– Throughout the application period, employees are Throughout the application period, employees are furnished with a toll-free number that will allow us to furnished with a toll-free number that will allow us to directly address their questions, comments, or directly address their questions, comments, or concernsconcerns

– At any time, employees can choose to speak with a At any time, employees can choose to speak with a representative or, elect to apply using the traditional representative or, elect to apply using the traditional paper process if they are more comfortable.paper process if they are more comfortable.

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A State-of-the-Art Internet SiteA State-of-the-Art Internet Site

– Allows employees to explore options in a private, Allows employees to explore options in a private, convenient settingconvenient setting

– Customizable components for your company.Customizable components for your company.

– Provides interactive tools (Need Calculator and Provides interactive tools (Need Calculator and Savings Evaluator) that empower your employees to Savings Evaluator) that empower your employees to determine their specific needsdetermine their specific needs

– Using our electronic application and e-signature Using our electronic application and e-signature capabilities, employees can apply online -- in a capabilities, employees can apply online -- in a matter of minutes, 24 hours a day, 7 days a week.matter of minutes, 24 hours a day, 7 days a week.

You can request for a demo

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