Aurora ReleaseAugust 26, 2016
Continuous Investment and Innovation
• Releases four times a year
• Updates as needed to meet regulatory deadlines and provide other new features and enhancements
• More than 100 team members dedicated to product and development
Confidential and proprietary 2
Release Communications
• plansource.com/release
• Preview webinar for brokers
• E-mail reminders
• Detailed release notes
• Enhancement guides
• Updated user guides
Confidential and proprietary 3
Release Schedule
Confidential and proprietary 4
AuroraAugust 26, 2016
KeplerSeptember 17, 2015
OrionDecember 15, 2016
CopernicusJune 15, 2017
VoyagerMarch 23, 2016
HalleySeptember 14, 2017
QuasarDecember 14, 2017
AndromedaMarch 9, 2017
How to Ask a Question
5Confidential and proprietary
Type your question into the “Questions” panel
?
Will this webinar be recorded?
6Confidential and proprietary
YESWe will e-mail you a link.
We will post the recording at www.plansource.com/release.
Will we have access to the slides?
7Confidential and proprietary
YESWe will e-mail you a link.
We will post the PDF at www.plansource.com/release.
Today’s Speakers
Confidential and proprietary 8
Ryan GlushkoffSenior Director
Product Marketing
Jeana ParkerVice President
Strategic Initiatives
Nancy SansomChief Marketing
Officer
Why It Matters
9Confidential and proprietary
Aurora Release
Expanded Business Rules and Reports
Partnerships and Data Exchange
Administrator Experience
Consumer Experience
Other Updates
Today’s Agenda
10Confidential and proprietary
Expanded Business Rules and ReportsImproved Email Validation
Stacked Rates
Dependent Match Option
Age CalculationsIP Address Audit Tracking
Open Enrollment Report
What It Does Why It Matters
11Confidential and proprietary
PlanSource can be setup to require email addresses and can now validate
format at the point of entry.
In a paperless, online world, the proper collection of email address in
the correct format is critical for ongoing successful communications.
Improved Email Validation
What It Does Why It Matters
12Confidential and proprietary
PlanSource can handle additional complex stacked rate and coverage scenarios from multiple carriers with
complicated interaction rules.
Employee participation in multiple products is a good thing, and systems
need to handle those scenarios for administrative ease.
Stacked Rates
What It Does Why It Matters
13Confidential and proprietary
PlanSource will ensure that if you match dependents the system can be setup to ensure that the exact same
dependents are covered in two plans.
By keeping PlanSource in sync with carrier and plan requirements,
administrative accuracy improves and underwriting errors decreases.
Dependent Match Option
What It Does Why It Matters
14Confidential and proprietary
PlanSource has the ability to calculate age, based on the benefit effective date which can be applied to costs
calculations, when the benefit effective date is selected.
With a new ways of determining age as for insurance products,
PlanSource offers administrators and carriers additional
configurability and flexibility.
Age Calculations
What It Does Why It Matters
15Confidential and proprietary
Employees will have the ability to view the IP address for the last login to
help ensure organizational and system security.
Tracking the source of system logins is a best practice in software-as-a-service technology solutions that
helps ensure data security.
IP Address Audit Tracking
What It Does Why It Matters
16Confidential and proprietary
When a group is in open enrollment, administrators can view who has not
started, started, completed open enrollment even if it isn’t OE.
This report offers supporting evidence that the employer offered an
employee coverage under the Employer Mandate of the Affordable
Care Act.
Open Enrollment Report
17Confidential and proprietary
Partnerships and Data Exchange Guardian EOI
Data Exchange DashboardImport Error Monitoring
What It Does Why It Matters
18Confidential and proprietary
Online EOI will be supported for Guardian, including conditional
questions for Voluntary Life, Critical Illness and Cancer products
Since employees can submit evidence of insurability online and receive
approval immediately, administrators time and effort are saved.
Guardian EOI
What It Does Why It Matters
19Confidential and proprietary
PlanSource will share the current status of to-be-developed data
exchange connections with its broker partners and employers.
Provide visibility and status updates regarding the implementation of EDI
files is critical to the success of a working partnership with brokers.
Data Exchange Dashboard
What It Does Why It Matters
20Confidential and proprietary
Data exchanges will be supported by improved monitoring that will
generate notifications when an import is not received or not loaded correctly.
By monitoring issues, they can be dealt with in an expeditious manner to minimize adverse impact to ongoing
business operations.
Import Error Monitoring
21Confidential and proprietary
Administrator ExperienceImplementation Dashboard
Improved Renewal DashboardGuideMe On-Demand Training
System Training Videos
What It Does Why It Matters
22Confidential and proprietary
A new in-system reporting dashboard gives real-time visibility into
implementation progress and milestones to partners and customers.
By providing transparency into the implementation process, proper expectations can be set with all
involved stakeholders.
Implementation Dashboard
What It Does Why It Matters
23Confidential and proprietary
Elite CoSource Brokers are able to select the date on which the new plan
year files will be submitted, making the annual renewal process a snap.
Open enrollment is hectic enough already and any time saved is time
gained somewhere else for the busy human resources staff.
Improved Renewal Dashboard
What It Does Why It Matters
24Confidential and proprietary
GuideMe will provide users easy-to-follow, step-by-step instructions on
how to perform common tasks in the system.
Embedding “how-to” help directly in the system helps make the system
easier to use, which ultimately increases user satisfaction.
GuideMe On-Demand TrainingAvailable August 1
25Confidential and proprietary
What We Have So Far – But More to Come!25 Help Topics – 11 Tasks – 9 Videos - 36 Smart Tips
GuideMe Walk-Throughs Available Now
26
Step-by-step guidance right where you need it
Manually Create a Test Employee
Auto-Create a Test Employee
Process an EOI Request
ACACreate and Upload an ACA Payment Form
Add a New ACA Calendar Year
Preview 1094-C and 1095-C Forms
1095-C Form
Create/Upload an ACA Payroll File
Add a New ACA FEIN
Add a New ACA Calendar Year
Employee ManagementEdit a Life Event
Create a Life Event
Process a New Hire
Terminate an Employee
Rehire an Employee
Process a Work Status Event
Reset All Employee Passwords
Reset an Employee Password
Unlock an Account
Add COBRA Coverage
Terminate COBRA Coverage
ReportingRun a Payroll Deduction Report
Run an Employee Benefit Report
Run an Employee Census Report
Schedule a Report
Complete a Data Import
Workflow and ToolsLife Event Processing
Create a New Administrator
EDI Dashboard
Implementation Dashboard
Configure EOI Subscriber Emails
GuideMe Resources Now Available
27
Additional Instructional Content
VideosHome Page Navigation
Employee Management
Tickets
Audits
Reports
Data Center Worksheet Download
Welcome to GuideMe
What is HSA?
HMO, PPO, and HDHP plan
Subscriber’s 1095-C Access
Work Status Event
ACA Payroll Worksheet Headers
Document Management Solutions
Subscriber UI
Carrier Billing
Tickets
Reports and Graphs
Data Import
Reference DocumentsDocument Solutions Management
Voyager Release Notes
EDI Dashboard
Implementation Dashboard
SmartTipsNew Hire Processing
Work Status Processing
Eligibility Start Date
Document Processing
Life Event Processing
EOI Processing
EOI Dependencies
Data Import History
Data Exports
Subscriber Email Wildcards
Configure Subscriber Emails
WSE Button Processes
What It Does Why It Matters
28Confidential and proprietary
Users will have system training “how-to” videos at their fingertips and
embedded in the system that guide them through common tasks.
Users expect their tools to be easy to use through proactive, up-front design and reactive, in-system support tools
like documents and videos.
System Training Videos
29Confidential and proprietary
Consumer ExperienceBenefit Education Videos
New Login Page
Expanded Multilingual Support
Branding Library
What It Does Why It Matters
30Confidential and proprietary
We’ve expanded the Video Library again to include 10 news topics such as the 1095-C and Open Enrollment
plus voluntary benefits.
Educating employees on insurance products is critical to not only to their
initial participation, but to their ongoing satisfaction and engagement.
Benefit Education Videos
31
Importance of Video Communications
Consumers love video and expect to be entertained
Consumers spend 5.5 hours each day watching videos
82% of all Internet traffic in 2020 will be video
People watch 8 billion videos per day on Facebook
Employees struggle to understand voluntary benefits
32Confidential and proprietary
Expanded Video LibraryCheck them out at plansource.com/videolibrary!
33Confidential and proprietary
Video PlacementLocation and Options
• Use videos from the PlanSource library, or use your own videos
• Display videos within the home page content blocks or on any page within the benefits shopping and enrollment process
• Videos can be embedded within the page, or available as a pop-up (automatic or manual)
• Use default messaging or create your own
What It Does Why It Matters
34Confidential and proprietary
We’ve spruced up the login page to make it easier to look at and easier to use - all things that we know how to
do right here at PlanSource.
Tools for employees need to look modern to instill confidence that your
benefits strategies are current and well-organized.
New Login Page
35Confidential and proprietary
An Example of the New Login Page
What It Does Why It Matters
36Confidential and proprietary
Provide multi-lingual support including the translation for plan
names, coverage levels, and beneficiary entry fields.
For employers whose employee populations speak different
languages, PlanSource can be configured to accommodate.
Expanded Multilingual Support
What It Does Why It Matters
37Confidential and proprietary
HR and benefit teams can choose from a detailed library of videos, icons and imagery in a variety of colors to insert in easy-to-use content blocks.
If in-house marketing talent is scarce, this ready made to plug and play
content will be a useful way to customize the employee experience.
Branding Library
38Confidential and proprietary
Home Page Variations
• New Hire
• Open Enrollment
• Life Event
• New Hire and Open Enrollment
• None of the Above
39
Branding Library
• Home page images• Content block icons
• Content block templates
• And a self-service tool so you can make your selections
40
Branding Library
• Home page images
• Content block icons• Content block templates
• And a self-service tool so you can make your selections
401k
41
Branding Library
• Home page images
• Content block icons
• Content block templates• And a self-service tool so you
can make your selections
Watch this video to learn about the new IRS Form 1095-C that includes the health care coverage offered to you by your employer.
Learn about the 1095-C
Download the employee handbook from the Document Library to get up-to-speed quickly on important info and policies for new hires.
Check out the Employee Handbook
With the Apple or Android App, you have on-the-go access to your benefits and important notifications from your HR team.
Download the PlanSource App
42
Branding Library
• Home page images
• Content block icons
• Content block templates
• And a self-service tool so you can make your selections
www.plansource.com/customize
43Confidential and proprietary
Demowww.plansource.com/customize
44
A few other important updates. . . .
July 19-21, 2017Montage Deer Valley
Park City, Utah
Form I-9/
E-Verify
PerformanceTax
Credits
Paycards Retirement
Hiring
Payroll Time and
Attendance
PlanSource HCM: More Than Just BenefitsSign up for a demo at plansource.com/demo
46
GeneratesEmployee
forms
Transmitsforms
to the IRS
ACA Measurement and Reporting
47
Notifiesadmin of eligibility
changes
Measureshours
for coverage
Importshours
from payroll
ACA has been a top area of investment for the last 18 months
48
2015 PlanSource ACA By the Numbers
713Employers
2,075FEINs
751KMeasured EEs
~450K1095-Cs
Transmitted
~2,0001094-Cs
Transmitted
<4% IRSCorrectionsRequested
48
Transmitted
446,6021095-Cs
to the IRS
Provided Corrections
Process
Implemented 723
Clients
Great things are happening with ACA
49
BuiltSupport Teams
Produced459,342
1095-C Forms
Additional Data
Load/Update Capabilities
Measured 750,979
Employees
Penalty Research
Improved TrainingImproved Training
ProcessImprovements
FormVersionControl
ImplementationWizard
Broker Level
Reporting
ImprovedOffer
Creation
EnhancedEmployer Reporting
Additional Data
Load/Update Capabilities
Q&A
Aurora ReleaseAugust 26, 2016
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