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eBenefits Network Implementation Training for Infinisource February 2014

eBenefits Network Implementation Training for Infinisource February 2014. Today’s Topics. What is eBenefits Network? Overview Key capabilities Carriers How it works Set-up & production processes Small group enrollment (SGE ) support Open Enrollment (OE) support. 2.

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eBenefits Network Implementation Training for Infinisource February 2014

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  1. eBenefits NetworkImplementation Training for InfinisourceFebruary 2014

  2. Today’s Topics • What is eBenefits Network? • Overview • Key capabilities • Carriers • How it works • Set-up & production processes • Small group enrollment (SGE) support • Open Enrollment (OE) support 2

  3. What is Ebenefits Network? 3

  4. What is eBN? Medical Dental iSolved eBN Life Employee Enrollment Data • Cloud-based • Automated • Employee enrollment data exchange 401k, FSA Others 4

  5. Key Capabilities • Secure end-to-end data exchange; HIPAA privacy compliance • Large carrier network (over 300 health & non-health today) • Supports all carrier data formats • Supports hosted and on-premise deployments • Automatic scheduling and file transmission • On-going EDI/file management (including OE support) • Initial and on-going customer and carrier communications 5

  6. Carrier Network (April 2013)

  7. How eBN Works customers (iSolved Users) Benefit Carriers Employee enrollment data eBN Cloud Server Carrier File-out eBN Web Service Data mapping, translation & validation Standard data formats (HIPAA 834, etc.) Carrier-specific data formats All file types Extract employee enrollment data From iSolved system Transmit to cloud server Workflow & business rules Virtual connections Scheduled, triggered, on-demand Secure and Private

  8. eBN End-to-End Process Pre Set-Up Carrier Set-Up Regular Processing Production (eBN) Testing (eBN) Preparecustomer DB (customer/Infinisource) Data Mapping (eBN) • Generate data set • customer Data Analysis • Carrier Business Rules • customer-carrier data mapping configuration • Complete Data Transformation • customer Test File • Carrier Testing • Data Reconciliation (customer & carrier) • Transmission Schedules • Monitoring transmissions • Manage data Discrepancies • Performance analytics • Define plans • Enter data • Validate database Multiple test cycles may be required, Based on qualify to customer’s data 8-10 weeks (estimate) 8

  9. Implementation Process 9

  10. Infinisource Process • All tasks have been incorporated into Salesforce in the respective sections (Payroll IS, Benefits IS, etc) • A new section has been created for the eBenefits coordinator (Lance) • Included in this section will be a status fields that anyone will be able to view in order to see the status of the connections • The Implementation Leader playbook has all of the necessary templates 10

  11. Small Group Enrollment (SGE) Support • What is SGE Support? • Intended for use with carriers that do not support EDI inputs from employers due to small enrollment sizes. • Instead the carriers may accept alternative inputs from these “small group” employers • Manual data entry via carrier-provided secure Web portal (becoming more common) • For SGE customers whose carriers support Web portal or spreadsheet inputs, eBN… • Automatically extracts the enrollment data from the iSolved system • Performs the manual data entry into the carrier portal on behalf of the employer 11

  12. How SGE Support Works in eBN • Enrollment data automatically extracted from iSolved per the schedule. • Changes Report generated by comparing current data to last. This identifies all adds/changes/terminations. • Work Order triggered to the eBN data entry team. • eBN staff log in to carrier portal (using employer-authorized log in credentials) and manually enter the changes. • Email sent to employer confirming that the changes were successfully entered. 12

  13. Questions? 13

  14. For More Information… Caroline Guirguis, Account Manager 813-333-9079 Caroline.guirguis@ebenefitsnetwork.com Tom Tillman, Business Development 813-504-0414 ttillman@ebenefitsnetwork.com

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