Agenda

1. Our story

2. Our point of view

3. What are personalized benefits?

4. Why choose PeopleKeep

5. How PeopleKeep works

6. What this means for stakeholders

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Our story. It’s time for a big change.

Traditional group benefits created.

401(k)s replace pension plans.

HSAs replace low-deductible plans.

Companies cancelinggroup benefits.

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We think offering traditional group benefits sucks.They’re too expensive, too complex, and too one-size-fits-all for small businesses.

Over the last 15 years, group health insurance costs have tripled.

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Today, less than 50 percent of small businesses offer group health insurance, and less than 15 percent offer a 401(k).

Offering employee benefits shouldn’t suck.With PeopleKeep, it’s simple, painless, and personal for everyone.

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We’ve come up with a new way called personalized benefits.Give people tax-free money to buy what fits their personal needs. PeopleKeep’s mission is to personalize benefits for small business.

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What are personalized benefits?

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They’re the opposite of traditional group benefits

Our vision

We envision a solution that allows small businesses to define a monthly benefit allowance that employees personalize across all benefits (health, retirement, education, cell phone, transportation, etc.) based on their family’s needs.

Why small businesses choose PeopleKeep

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PeopleKeep makes offering benefits simple and painless.

15minutes

per month

PeopleKeep creates taxsavings for everyone.

35%average

tax savings

PeopleKeep gives youpeace of mind.

98%employee

satisfaction rating

mSIGNIA hires and keeps top tech talent with PeopleKeep.

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“We’d always wanted a benefit where we could pay for employees’ personal health insurance or other health care expenses.”

Emily AndersonIndustry: Mobile SoftwareLocation: Nashville, TNEmployees: 9

5minutes

per month

$20Kannual tax

savings

95%employee

satisfaction rating

How PeopleKeep works

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Create a PeopleKeep account. We’ll guide you through a quick account setup.1

Launch your benefits program. Determine your contributions and invite employees.2

Employees buy what fits their personal needs. PeopleKeep helps each employee personalize their benefit.3

PeopleKeep automates the rest. Focus on your business, not your benefits.4

PeopleKeep works in a number of different situations.

Maximize employees’ tax-free compensation.

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Formalize and automate a personalized benefits program.

Offer benefits for the first time.

Offer benefits to employees in multiple states.

Offer benefits to employees on spouse, parent, and individual plans.

Replace traditional group benefits.

Switch from a third-party administrator.

What this means for stakeholders

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PeopleKeep is changing the game with automation.In 2018, we’re going to continue to release new features weekly. We’re going to make it even more automated.

Zane Benefits will continue to serve existing customers.If you are a Zane Benefits customer and would like to transition your company to PeopleKeep, we will waive all setup fees.

We’ve simplified our Ambassador program.If you work with small businesses and would like to refer companies to PeopleKeep, you can give and get $150.

What does the future hold for personalized health benefits?

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HRAs will be expanded in 2018.We expect HRAs to become available for companies of all sizes soon.

HSAs will also be expanded as part of large health reform.We expect HSAs to continue to grow in popularity.

Individual health insurance reform will happen.It’s simply a matter of time.

www.peoplekeep.com

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