code sixfour: executive overview · automation tools crm / marketing automation marketing &...
TRANSCRIPT
CODE SIXFOUR:
Executive Overview
Page 2
Buyer: 5.8 2015 / 4.74 5yr avg
More People Involved
Significantly formalized: 61% 2015 / 45.2% 5yr avg
More Formalized Process
Our Customer requires formal ROI: 61.4% 2015 / 40.2% 5yr avg
More Political Decisions
Tim
e
Value
Client Expectations
Don’t Waste
My Time
Know My Business
Know Your Solution
Ask Insightful Questions
Add Value
SOURCE: MHI Global Sales Performance Consulting – “Decoding The Decision Dynamic”
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WHO IS CODE SIXFOUR?
kôdé sɪ́ks-fóûr –o We are a software solution provider for employee benefits brokerso The “six four” is taken from the standard industry classification (SIC)
code “64”, which is used for “insurance agents and brokers”
2013 Founding Year
200+ Benefit brokers/agencies currently using our system
1,000+ Content deliverables available to broker consultants using our software solution
5,000+ Total employers managed by broker consultants using our software solution
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CODE SIXFOUR IMPACT
TECHNOLOGY TOOLS IN THE MARKETPLACE
SALES & MARKETING
AUTOMATION TOOLSCONSULTING
AUTOMATION
HR / ENROLLMENT
AUTOMATION TOOLSCRM / Marketing Automation
Marketing & Lead Generation
Account & Contact Management
Sales Metrics, KPIs, Reporting
Email, Calls - Task Management
Invoicing & Contracting
Sales Workflow Automation
Insights, Content & Analytics
ACA Compliance Testing and Analysis
Employee & Management Surveys
Cost Forecasting, Enrollment Scenario Modeling
Plan Design, Contribution Modeling, Cost Benchmarking
Health Informatics, Claims Analytics & Benchmarking
Self-Funding Actuarial Modeling, Reserve Projections
HR & Human Capital Consulting Tools/Templates
Benefits Administration Automation
Product & Plan Design Storage
Carrier / TPA EDI Integration or Form Database
Payroll Integration, Deductions & Billing Management
Employee Education, Decision Support
Ongoing Compliance Monitoring
Call Center Support
FSA, HSA, HRA Administration
COBRA Administration
Wellness Integration, Care Coordination
Human Resources Information Systems (HRIS)
Payroll Management:Payroll, 1099 Admin
Time Tracking: Absence Management
Compensation Management:Salary Management, Benchmarking
Recruiting Management: Sourcing, pipeline management
Workforce Management: Onboarding, Org Design
Talent Management:Goal Setting, Performance Management
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Benefits Consulting
Firm Staffing Model
Partner /
Producer
ManagerSr. Actuary /
Underwriter
Analyst / Associate
Analyst / Associate
Independent Agency
With Consulting Automation
Relationship
Manager
Analyst /
Associate /
Service
Double the productivity of your staff. Increase revenue per
employee, and scale profitability for your business
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Utilize A Best-In-Class Benefits Sales & Consulting Process
Administration & Technology Consultant(expert knowledge selecting
benefits admin systems, private exchanges)
Compliance Expert (ACA, ERISA, HIPAA and more –
understand all provisions, how to comply)
Human Resources & Talent Consultant(construct total rewards
strategies, advise on org design and recruiting tactics, and
incentive/compensation design)
Plan Design Expert and Risk Manager
(cost forecasting capability, claims analytics review, voluntary
benefits expert, defined contribution plan designer)
Communicator and Benefits Marketer
(clear knowledge in how to tailor the benefits message for the
employer to their HR strategy and culture)
Population Health Management
(build and champion wellness strategies, engage at employee-level at the worksite, understand how to empower employees as
health care consumers)
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1. Electronic Survey-based Discovery/Client
Assessment
2. Custom Marketing Content Development
Employee Feedback Surveys
1. Library of 150+ questions
2. Benchmark unique employee scores
3. Employee Engagement Analysis
Compliance Scorecard Modeling
1. Pay-or-play Modeling
2. Plan Design Benchmarking
3. Impact of Community Underwriting
4. Subsidy Modeling / Estimation
5. Cadillac Tax Exposure Estimate
6. Plan Discrimination Testing (ACA, Self-Funded,
Section 125)
Risk & Plan Design Modeling
1. Health Risk Predictive Modeling
2. Plan Design Benchmarking (Premiums and
Benefit Coverage Levels)
3. Voluntary Benefits Fit Analysis
4. Buy-down Migration Modeling in Exchange
Environment
Discovery
Improvement Opportunity Modeling
1. Recommends plan improvement / design opportunities
2. Model plan design changes in cost / scenario modeling
3. Modeling community underwriting rates in comparison to
composite rate structures, with plan design changes
4. Assess financial savings of wellness program design
Employee Communication Tools
1. Benefit Enrollment Guide / Booklet
2. Template Service Calendar
Features In The Pipeline…
1. Claims Analytics Benchmarking
2. Total Compensation Statements
/ Hidden Paychecks
3. Summary Plan Documents
(SPD Builder)
4. Automated Employee Surveys
5. Third-party system integrations
WHAT DOES “TRUSTED ADVISOR” REALLY MEAN?
Talking brochure describing carrier products
Timely info on regulations/industry/health care
Client advocate – focus on “service”
Business Problem Solving & Customized Solutions
Anticipating Future Problems
Influencing Client’s Strategic Direction
Product-Pusher
CODE
SIXFOUR
IMPACT
Trusted Advisor
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WHAT MAKES A BIGGER IMPACT?
Win Rate: 60%+
DELIVER KNOWLEDGE
WORK… Influence client strategy and multi-year planning,
build their objectives and deliver consulting
strategies PROVIDE ADMINISTRATION
SYSTEMS…
Simplify the administration and
execution of delivering employee benefit
programs
Win Rate:30%
THE VALUE WE DELIVER
Improve Client
Retention
Value%
Through engaging content, and powerful
insights, turn “meetings” into client DECISIONS
%
Win More
New Prospects
Expand New
Revenue Streams
PROVEN RESULTS
+22% 400% +8
Revenue
Per
Employee
New Wins
in 100+
Market
ROI In
First 60
Days
Case #1… Case #2… Case #3…
Page 12
LIVE DEMO…
Page 13
Chad SchneiderChief Sales OfficerCode SixFour
Mobile +1-424-251-4636
www.codesixfour.com