Technology Meets ServiceThe ABD and Zenefits Partnership

AUGUST 28, 2018

Audio

Speaker Panel

ABD Insurance & Financial ServicesMegan CoenVP, SharedHR, HR Technology Consulting

ABD Insurance & Financial ServicesCasey RhodesSVP & Founding Principal

ZenefitsAmanda HillHR Technology Partner

ZenefitsJeff HazardVP, Sales

Today’s Topics✓ ABD & Zenefits – Shaking Things Up✓ Employee needs are changing – what is your

plan?✓ Zenefits Demo ✓ ABD – A Smarter Technology Broker✓ Q&A

Casey Rhodes

What’s behind the partnership?

Casey Rhodes

Shaking it Up

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ABD & Zenefits Partnership

Casey Rhodes

• ABD is a top brokerage firm servicing over 4,000 clients, delivering unique employee benefit programs that attract and reward employees.

• Zenefits is a technology company offering leading HRIS solutions integrating people and process into a solid, easy to use platform.

• Together, ABD and Zenefits bring together client-centered insurance and benefits with a world-class HRIS Platform for the tech savvy small benefits.

+

What does this partnership mean for our customers?

First in class Service

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Award winning Technology Less work for Small Businesses

Casey and Jeff

The Value ABD and Zenefits Bring to Clients

Better ServiceExtensive training and coordinated teams ensure exceptional service. Advisors consult on benefits and partner with Zenefits to manage enrollments and changes.

Better ProductA natively built platform dramatically reduces busy work, increases accuracy and stores all critical company information securely throughout the year removing the complexity out of benefits administration & compliance.

Better PriceEmployee enrollment processing with carriers is included with preferred pricing to maximize cost efficiency for your company.

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So what are the macro trends??

Jeff Hazard

Manual Process& Paperwork

Time

new hire paperwork

healthcare

time tracking

documents

paychecks

tax filings

ACA filings

compliancecompliance

retirementinsurance

deductions

Current State: The Struggle is Real

Legacy Systems& Data Silos

Cost Errors Regulatory Risk Employee ExperienceJeff Hazard

Here’s what we’re hearing...

“My employees and I waste too much time doing HR administrative tasks”

“My benefits broker and technology partner aren’t connected”

“I worry about keeping our company compliant”

“I have too many systems I have to use to manage my employees”

“Keeping my employees happy is important to me”

“My employees need to use their mobile devices to access their HR apps on the go”

but there’s more...

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120 hrs : yrEMPLOYEES TIME WASTED

Complexity kills productivity & culture

Demographics Shifts & the Employee Experience Employee Needs are Changing

Not to scale

75%1995 2015

Workforce Demographics are changing

Boomers

Gen X’ers

Silents

Millennials

2025So what does this change

mean?

100% DigitalEmployee

Experience

Future State: A Better Way

One Simple

App

Employees❤ Zenefits: HR, payroll & benefits self-service

Paperless digital automation: 50%+ administrative time & cost savings

Digital tax & compliance tools and alerts evolve with regulations

Dedicated services - certified HR, tax and insurance professionals

Zenefits DemoAmanda Hill

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ABD – Let us get you on the right path!● We know there are technology vendors offering brokerage service

out there. But we think the market has shown this isn’t the best way to be successful. It hasn’t met the needs of many companies.

● This partnership lets each firm be its best. ABD is an outstanding insurance and HR services firm and by partnering with an exceptional technology platform we are bringing a dynamic offering to Bay Area companies.

● The combination of ABD and Zenefits will be easy, affordable, and comprehensive from a benefit, HR services, and technology perspective.

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Q&A

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Thank You!Questions? Contact Casey RhodesCasey.Rhodes@theabdteam.com925-890-3280