Simplifying a complex enrollment for success

Brent SimmonsRegional Sales Director, GeorgiaTrustmark

Chris MorrisSenior Vice President & Partner,Benefit Communications, Inc.

This presentation is for informational purposes and is not intended for training or advice.It includes confidential information and is not meant for redistribution.

Brent Simmons

Regional Sales Director, GeorgiaTrustmark

Our Presenters

Chris Morris

Senior Vice President & Partner,Benefit Communications, Inc.

“Growth creates complexity, which requires simplicity.”

– Andy Stanley

Client Overview

• Manufacturer of recreational vehicles in the Midwest

• 8,000 employees

• Comprised of 5 subsidiaries with manufacturing facilities in 5 states

• Multiple benefit offerings, HR systems and billing processes

The objective

Simplify the enrollment process for a large, growing client with multiple recent acquisitions

Streamline benefit offering

Deliver a consistent message around all benefit changes for 2020

Create a consistent technology experience

The solution – consolidate processes and offerings

SITUS’ed products for consistent voluntary benefits offered across all business units

Implement custom billing solutions to meet multiple payroll platforms

The solution –flexible technology

Pare client down to two enrollment platforms with the ability to capture core and voluntary benefit elections

Build out BCI’s benefits administration system accommodate complex structure

The solution- employee enrollment and communication

Distribute pre-enrollment communication materials to employees

Trustmark marketing provides customized campaigns

The solution- employee enrollment and communication

Establish a consistent enrollment process for all locations and ongoing enrollment

One-on-one benefits counseling

Results – the numbers

in voluntary benefit

enrollment$1,038,297 in ULE

premium alone

$3million

benefits counselors

utilized

62Location Eligible

Employees

Eligible Employees

Seen1 1,457 1,360

2 3,226 3,139

3 2,248 1,975

4 632 554

5 927 862completed

enrollments

93%

DL2DL3OC1

Slide 11

DL2 Davison, Laura, 1/15/2020

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OC1 I'm not having that problem, is it still not working for you?O'Sullivan, Claire, 1/19/2020

Results – customer satisfaction

Location #3 survey results:

Was the Benefit Counselor able to answer your

questions?

99% said Yes

Do you feel your company offers a competitive

benefits package?

86% said Yes

Do you have internet access at home or at

work?

92% said Yes

Do you own a smart phone or

tablet with internet access?

95% said Yes

Were the materials

provided to you at annual

enrollment easily understood?

99% said Yes

Results – customer satisfaction

Location #4 & #5 survey results:

Did your Benefit Counselor fully

explain the benefit plans you

discussed?

100% said Yes

Do you feel the one-on-one sessions

were a good way to communicate

benefit information to employees?

100% said Yes

Do you have a better understanding and

appreciation of your benefits as a result of this enrollment

process?

100% said Yes

Did the Benefit Counselor handle your interview in a

professional manner?

100% said Yes

Key Takeaways• Multiple benefit administration

systems and a dispersed workforce can make enrollment complex for growing companies

• Solving employer challenges is a key part of voluntary benefits communication

• Employees value personalized communication and one-on-one education

Thank you