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August Training Meetings

August Training Meetings. INVESTING IN YOUR MEMBERS’ HEALTH & FINANCIAL WELL-BEING. Introductions. Agenda. The New Health Insurance Marketplace 7 Big Changes Impacting You and Your Members. . . . . . . . No Lifetime or Annual Limits.

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August Training Meetings

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  1. August Training Meetings INVESTING IN YOUR MEMBERS’ HEALTH & FINANCIAL WELL-BEING

  2. Introductions

  3. Agenda

  4. The New Health Insurance Marketplace7 Big Changes Impacting You and Your Members       

  5. No Lifetime or Annual Limits • No Pre-Existing Conditions • No Gender Discrimination Big Changes to the Way Individual Policies Function • ACA will not allow insurance companies to charge higher rates based on gender • ACA prohibits health plans from imposing annual or lifetime limits on the amount of coverage an individual receive • ACA requires that no one can be denied coverage because of pre-existing conditions

  6. Marketplace Health Insurance Marketplace

  7. Why Are Credit Unions Getting Involved? • A once-in-a-generation opportunity to provide critical support to members at a time of great need and confusion • Offer affordable, high quality health insurance solutions that are closely tied to the members’ financial health • An opportunity to deepen relationships with current members and attract new members • May cross-sell an HSA, checking account or other products with a CoOportunity Health plan • Generate non-interest income through referral fees • An easy process to connect members with expert help • If credit unions do not help members now, who will?

  8. Why Are Credit Unions Partnering with CoOportunity Health? • Mission alignment. Credit unions are committed to helping people improve their financial lives. CoOportunity Health is about helping people enjoy a lifetime of better health. We believe financial and health literacy go hand-in-hand to help members achieve the best possible well-being. • Nonprofit. Like credit unions, CoOportunity Health is a not-for-profit organization managed by and for its members. Any savings will be used to increase member benefits and lower premiums, similar to the mission of credit unions whose profits are returned to members in the forms of lower rates on loans, higher savings rates and fewer fees. • Member-run and governed. Credit unions and CoOportunity Health are run by and for their members. All members have an equal voice and vote. • Local. This partnership is focused on serving members in Iowa and Nebraska. • Member-focused. As cooperatives, credit unions and CoOportunity Health are focused solely on their members and how to provide value and service to those members. • Shared passion for member advocacy and education. Credit unions and CoOportunity Health care about providing outreach and information to help meet the members’ financial and health needs.

  9. Group Benefits Limited’s Role • Serving as CoOportunity Health’s agent on record exclusively marketing and selling CoOportunity Healthinsurance through the credit union partnership • Follow up on referrals to match members’ needs with CoOportunity Health options • Promote & refer members to credit union’s Health Savings Account program

  10. What’s NOT Expected of You & Your Staff • To become an expert on health care reform • To become an expert on health insurance • To become an expert on CoOportunity Health • To know everything there is to know about the CoOportunity Health plans • To have detailed conversations with members about any of the above

  11. What IS Expected of You & Your Staff • Use the provided marketing materials to get the word out about CoOportunity Health • Have staff use the talking points to ask the members a few basic questions • Provide members a brochure and log their referral information into the GBL portal or advise them to call the toll free number

  12. Point Person Requirements (based on contract)

  13. MARKETING MATERIALS & FULFILLMENT ORDERING CENTER

  14. Consumer Materials

  15. Consumer Materials BROCHURES • Get Covered Brochure • A-00067 (10/13) • English Version • A-00068 (10/13) • Spanish Version • Co-Branding Available • Do I Qualify for a Health Insurance Tax Credit? Brochure • A-00069 (10/13) • English Version • A-00070 (10/13) • Spanish Version • Co-Branding Available

  16. Consumer Materials Downloadable PDF also available.

  17. Consumer Materials BUCKSLIPS (Mail Stuffers or Handouts) • Version 1: Turning 26 • A-00071 (10/13) • English Version • A-00072 (10/13) • Spanish Version • Co-Branding Available

  18. Consumer Materials BUCKSLIPS (Mail Stuffers or Handouts) • Version 2: • Assistance Is Available to Help Pay for Premiums & More • A-00073 (10/13) • English Version • A-00074 (10/13) • Spanish Version • Co-Branding Available

  19. Consumer Materials BUCKSLIPS (Mail Stuffers or Handouts) • Version 3: • Feeling lock in by your current health insurer? • A-00075 (10/13) • English Version • A-00076 (10/13) • Spanish Version • Co-Branding Available

  20. Consumer Materials BUCKSLIPS (Mail Stuffers or Handouts) • Version 4: Get Covered (General Audience) • A-00077 (10/13) • English Version • A-00078 (10/13) • Spanish Version • Co-Branding Available

  21. Consumer Materials Downloadable PDF also available.

  22. Consumer Materials POSTCARD MAILERS • Version 1: • Turning 26 • A-00079 (10/13) • English Version • A-00080 (10/13) • Bilingual Version • Co-Branding Available Postage area is left blank to accommodate variety of methods (postal indicia, metered mail, stamps, etc.)

  23. Consumer Materials POSTCARD MAILERS • Version 2: • Assistance Is Available to Help Pay for Premiums & More • A-00081 (10/13) • English Version • A-00082 (10/13) • Bilingual Version • Co-Branding Available Postage area is left blank to accommodate variety of methods (postal indicia, metered mail, stamps, etc.)

  24. Consumer Materials POSTCARD MAILERS • Version 3: • Feeling Locked In? • A-00083 (10/13) • English Version • A-00084 (10/13) • Bilingual Version • Co-Branding Available Postage area is left blank to accommodate variety of methods (postal indicia, metered mail, stamps, etc.)

  25. Consumer Materials POSTCARD MAILERS • Version 4: Get Covered (General Audience) • A-00085 (10/13) • English Version • A-00086 (10/13) • Bilingual Version • Co-Branding Available Postage area is left blank to accommodate variety of methods (postal indicia, metered mail, stamps, etc.)

  26. Consumer Materials Downloadable PDF also available.

  27. Consumer Materials CONSUMER SEMINAR INVITATIONS • Seminar Invitation: Postcard • A-00087 (10/13) • English Version • A-00086 (10/13) • Bilingual Version • Co-Branding Available • Seminar Invitation: Flyer • A-00097 (10/13) • English Version • A-00098 (10/13) • Bilingual Version • Co-Branding Available

  28. Consumer Materials

  29. Consumer Materials CASH ENVELOPE ART .png file English version Spanish version

  30. Consumer Materials WEB BANNER ADS Downloadable .gif files Resize for your website if needed. All Banners should link to Referral Form: http://cooportunityhealth.com/aspx/forms/cu_form.aspx Box Leaderboard Skyscraper

  31. Consumer Materials http://cooportunityhealth.com/aspx/forms/cu_form.aspx WEB BANNER ADS/REFERRAL FORM—HYPERLINK English Completed Information is sent directly to GBL. Spanish

  32. Consumer Materials

  33. Consumer Materials BUTTONS & STICKERS Get Covered Button Available in English & Spanish I’m Covered Sticker Available in English & Spanish

  34. Consumer Materials

  35. Consumer Materials WINDOW CLING OR POSTER/FLYER Window Cling Or Small Poster (8.5X11)

  36. Consumer Materials COUNTER CARD/TENT CARD Side 1 in English Side 2 in Spanish

  37. Consumer Materials LOBBY DANGLERS OR DISPLAY UNITS Packaged as Set of 3 Available in English Only

  38. Consumer Materials LOBBY DANGLERS OR DISPLAY UNITS Packaged as Set of 3 Comes with kit that allows 3 sides to attach to top and bottom base. Can hang or sit upright.

  39. Business Materials Seminar Invitation: Postcard A-00089 (10/13) Co-Branding Available

  40. Username creditunion2014 Password cooportunity Credit Union Marketing Materials Fulfillment Center IMPORTANT English Materials Ready to Order by Tuesday, Sept. 3 Spanish Materials Ready to order by Monday, Sept. 16 URL: http://cooportunity.mycorpmedia.com

  41. Register & Set Up Your Own Password Register Change your Username & Password Upload your Credit Union logo Enter address information including multiple shipping addresses

  42. Marketing Support • GBL is meeting with each credit union to review your individual marketing plan • GBL will be following up with credit unions throughout open enrollment regarding use of marketing materials • During the monthly webinars, we will share best practices, what’s working/what’s not working with the point people

  43. Point Person Portal: IowaCreditUnions.com/CoOportunity

  44. REFERRAL PROCESS

  45. Referral Program Structure • Referral Leads sent to: • Dedicated Toll-Free Telesales Unit • Website

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