Interactive Enrollment Thoughts Considerations Experiences 1 Todays Goals

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Interactive Enrollment Thoughts Considerations Experiences 1

Interactive Enrollment Thoughts Considerations Experiences 1

Today’s Goals • Start discussion on enrollment management • Demonstrate Wellesley’s process • Positives

Today’s Goals • Start discussion on enrollment management • Demonstrate Wellesley’s process • Positives / Negatives • Discussion on first steps 2

Why? • More options = more confusion • Remain competitive with new benefit options

Why? • More options = more confusion • Remain competitive with new benefit options • Efficiency • Customer service • Education • Subscriber ownership • Compatibility with upcoming municipal projects 3

Wellesley Experience • Complete restructuring of benefits • Wanted to improve enrollment • “Old

Wellesley Experience • Complete restructuring of benefits • Wanted to improve enrollment • “Old fashioned” way wasn’t feasible • Eventual change to self-enrollment • Focus on an “interactive” future 4

Wellesley Experience • Challenges for enrollment ü 1, 400 employees for active enrollment ü

Wellesley Experience • Challenges for enrollment ü 1, 400 employees for active enrollment ü Forms to be filled out: Health FSA Medical or HSA Dental Life Insurance Aflac Hospital Aflac Accident Aflac Critical Eyemed FSA Dependent HRA Long-term Disability ü New additional benefit allowance ü 1 on 1 counseling sessions ü Educating our employees 5

Solution * Not an endorsement of Selerix, but the concept of a integrated electronic

Solution * Not an endorsement of Selerix, but the concept of a integrated electronic enrollment management system. • Introduction of Selerix system • Part of agreement with Aflac • Customizable to Wellesley’s benefit package • Purpose built for self-enrollment • Web based 6

Demonstration 7

Demonstration 7

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Pros • Integrated seamlessly with established providers like Eyemed, Health Equity, Aflac, The Hartford

Pros • Integrated seamlessly with established providers like Eyemed, Health Equity, Aflac, The Hartford and (soon) Blue Cross Dental • User friendly • Customizable • Reports • Automatic email of benefit statements • Bulk file uploads – not starting from scratch • Benefits only, didn’t need a complete software solution 21

Cons • Integration with MUNIS • Integration with products through a third party administrator

Cons • Integration with MUNIS • Integration with products through a third party administrator • Third party applications • Square peg / round hole • Ever-changing compatibility issues 22

Suggestions • Talk to your broker / insurance providers • Plan far, far ahead

Suggestions • Talk to your broker / insurance providers • Plan far, far ahead • Involve stakeholders early in the process • Expect problems • Implement during few changes • Retirees 23

Contact Scott Szczebak Human Resources (781) 431 -1019 x 2240 sszczebak@wellesleyma. gov 24

Contact Scott Szczebak Human Resources (781) 431 -1019 x 2240 sszczebak@wellesleyma. gov 24

Questions? 25

Questions? 25

Dual Enrollment What is Dual Enrollment Dual enrollmentDual Enrollment What is Dual Enrollment Dual enrollment
Enrollment Fall Enrollment Oregon Fall Enrollment Oregon WhatEnrollment Fall Enrollment Oregon Fall Enrollment Oregon What
Enrollment Fall Enrollment North Dakota Fall Enrollment NorthEnrollment Fall Enrollment North Dakota Fall Enrollment North
CONCURRENT ENROLLMENT WHAT IS CONCURRENT ENROLLMENT Concurrent enrollmentCONCURRENT ENROLLMENT WHAT IS CONCURRENT ENROLLMENT Concurrent enrollment
Enrollment Fall Enrollment Missouri Fall Enrollment Missouri WhatEnrollment Fall Enrollment Missouri Fall Enrollment Missouri What
DUAL ENROLLMENT WHAT IS DUAL ENROLLMENT Dual enrollmentDUAL ENROLLMENT WHAT IS DUAL ENROLLMENT Dual enrollment
Enrollment Fall Enrollment Maine Fall Enrollment Maine WhatEnrollment Fall Enrollment Maine Fall Enrollment Maine What
Irrelevant Considerations Mixed Considerations Leaving Out Relevant ConsiderationsIrrelevant Considerations Mixed Considerations Leaving Out Relevant Considerations
Irrelevant Considerations Mixed Considerations Leaving Out Relevant ConsiderationsIrrelevant Considerations Mixed Considerations Leaving Out Relevant Considerations
PRODUCTS Interactive Whiteboards Interactive Touch Screens Interactive projectorsPRODUCTS Interactive Whiteboards Interactive Touch Screens Interactive projectors
Interactive Notebooks Mr Williamson Interactive Notebook Cover InteractiveInteractive Notebooks Mr Williamson Interactive Notebook Cover Interactive
MY TIMELINE TODAYS DATE TODAYS TITLE TODAYS ESSENTIALMY TIMELINE TODAYS DATE TODAYS TITLE TODAYS ESSENTIAL
Todays TAADI Todays Speaker Todays Moderator Susan ManikowskiTodays TAADI Todays Speaker Todays Moderator Susan Manikowski
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SMARTe Goals Todays Goals Understand the purpose ofSMARTe Goals Todays Goals Understand the purpose of
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Chapter 4 Setting Goals What are Goals GoalsChapter 4 Setting Goals What are Goals Goals
Organisational System Goals Objectives Goals Goals in ITOrganisational System Goals Objectives Goals Goals in IT
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