may 27, 2020

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Perseus Release Customer Preview Webinar

May 27, 2020

Will the webinar be recorded?

Yes!We will email you the recording and link it on plansource.com/perseus/

Will we have access to slides?

Yes!We will email you a PDF of the slides and link it on plansource.com/perseus/

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Type your question into the “Questions” panel

?How to Ask a Question

Confidential and proprietary 5

Today’s Speakers

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Ryan JepsonProduct Manager

Cat MillerDirector of

Communications & Partner Marketing

Darren LucasProduct Manager

Danny AtchisonAssociate Product

Manager

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Perseus Product ReleaseJune 11, 2020

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Quarterly ReleasesContinuous investment and innovation

U P C O M I N G R E L E A S E SN E X T R E L E A S E

Major releases four times per year with a published release schedule at plansource.com/releases

P E R S E U SJune 11, 2020

COSMOSSept. 10, 2020

SIRIUSDec. 10, 2020


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AGENDAPlanSource Boost

Employee Experience

HR Experience

Marketing Updates

Wrap-Up & QA


Revolutionizing the world of benefits from setup to administration

PlanSource Boost


Guardian Boost Integration EnhancementsAPIs for Enrollment and Plan Configuration

Enrollment API transmits demographic and enrollment changes to Guardian in near-real time

Reduces errors and helps employees get coverage sooner

Plan configuration APIs with Guardian added for voluntary life, critical illness, LTD & STD

Plans populate automatically, improving accuracy and reducing time to configure

Watch the Demo Video plansource.com/guardian


DEMOPlan Configuration

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Guardian Boost Program

If you’re:• An HR admin, reseller or broker• Renewing or adding Guardian benefits• An early adopter willing to work through potential bugs • Highly engaged and responsive…you may be eligible to participate!

If interested, email [email protected]. Spots are filling up fast!

With the API, you can enjoy:• Greater data accuracy• Less time-consuming manual work• Better user experiences

Now Accepting Early Adopters for Plan Configuration APIs!Running: Q2 – Q3

http://plansource.com


New Find a Provider directory integration with Guardian

Employee Experience


Employee Experience

Greater awareness of all available plan options when elections are carried forward

Improved ‘My Family’ management to reduce steps involved with selecting who is covered

Floating checkout buttons to increase awareness of the checkout process

Redesigned Beneficiaries page to guide employees through the process

Guardian Dental Find a Provider integration

Streamlined EOI Integration with The Hartford


DEMOEmployee Experience

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Emphasize Other Plan Options

Increase awareness of plan options without slowing down enrollment

of employees will keep the same plan they chose last time - but we want to remind them that it’s not

their only option.

93%

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Improved “Family Covered” Management

Making it easier for employees to see and edit who’s covered, so they can choose the right plan with fewer clicks

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Smoother Beneficiary Flow

Reducing unintentional cart abandons by helping employees better understand the steps they need to complete

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The Hartford Evidence of Insurability SSO

Evidence of insurability single sign-on added for The Hartford

After enrolling, employees are taken directly to The Hartford EOI form, creating a seamless and paperless experience

Supports Basic Life, Voluntary Life, Voluntary LTD, Voluntary STD

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PlanSource Boost Demo

New integration with Guardian “Find a Provider” directory• Employees can search & select a

Guardian dentist right in the benefits and shopping experience


New HR Experience

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New Hire Processing Beta

• New hire processing enrollment charts

• More intuitive scheduling, templating and message creation

• Streamlined filtering and tabular views

• Customizable table with additional columns and filter options

Bringing a more intuitive interface & improved functionality to this key

task

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Employee Profile

• See open & pending tasks plus critical details right on the Employee Profile

• See an employee's work status event history, document request history and EOI history

• See the pending task count in the header & navigation

Making it easier to see the information you need when you

need it

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Communications

• Attach forms, plan documents, flyers and more to employee emails

• For SMS messages, white-label HELP auto-replies


Special Offer for Text Messaging

Free to existing and new PlanSource customers in 2020*

Keep employees informed about office or plant closures, updated safety protocols and work schedules

Remind employees about critically important benefits, such as telemedicine and EAPs

*Up to 10 campaigns per month or 100,000 text messages


How it Works

Upload employee cell phone numbers into PlanSource

Employees can opt in by texting BENEFITS, BENEFIT or START to 46659

We’ll reach out to customers that take advantage of this offer in December with pricing for 2021 (ranges from $0.12 to $0.20 PEPM, min of $100 monthly)

Special Offer for Text Messaging


DEMONew HR Experience Enhancements


Guided Renewal

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Non-Linear Workflow

Jump ahead and skip around.

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Change copy coverage and copy export dates after finishing your

renewal

Addressing a top user request to improve flexibility, reduce service

requests and minimize date errors.


Premium Billing

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Payment Account Self-Service(For customers using billing reconciliation &

payment services)

Reducing manual forms and risk of errors to pave the way for greater

billing automation


Marketing Updates

COVID Resource Center for Customers & Partnersplansource.com/covid


New PlanSource Mobile AppLaunched in early April on Android and iOS

App features for employees:• Instant login via fingerprint, face or PIN• Effortless document uploads during enrollment• Easy access to ID cards, contacts & plan

documents• All the functionality of the desktop site

App resources for HR admins:• Free employee marketing kit available on

plansource.com/mobileapp• PlanSource University course with instructions,

FAQs & troubleshooting

4.9 stars in the App Store

http://www.plansource.com/mobileapp

# E C L I P S E L I V E

EPISODE 2 Adapting and Responding to our Changing Environment

J U N E 1 0 , 2 0 2 0 @ 2 : 0 0 P M E T

— R E G I S T R A T I O N N O W O P E N —P L A N S O U R C E . C O M / E C L I P S E L I V E

Srinivasan VenkatramaniChief Product

and Technology OfficerPlanSource

Stacy CutronoWellness Coach

Ultimate Software

Shadiah SigalaCo-founder, CEO

Kinside

# E C L I P S E L I V E

— E C L I P S E 2 0 2 1 —

M AY 1 2 - 1 4 , 2 0 2 1R I T Z C A R LT O N L A G U N A N I G U E L

Registration now open at eclipse.plansource.com


More Release Resources

Release Webpage• Webinar recording & slides• High-level release overview• Link to release notes page

Now live! plansource.com/perseus

PlanSource UniversityUpdated courses coming soon!

• Guided Renewal for HR Administrators

• New Hire Processing• Employee Communication• And many more!

Release Notes: hr-experience.releasenotes.io

https://plansource.com/resources/releases/peresus/

https://hr-experience.releasenotes.io/


Q&A

may 27, 2020

Documents