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Connecting Culture & CareSimplyWell® is a workplace wellness
technology company based in Dallas, Texas. Rooted in care and
focused on reducing health risks, our innovative application
empowers employers to create cultures of health and well-being.
Think of us as health management consultants, not just a
wellness vendor. We take a consultative approach as wellness and
engagement experts to guide you through configuring a unique
program that fits your needs.
The terms of this Client Proposal are confidential in nature and
have been provided to the prospective Client contact listed above.
The terms of the Proposal are not to be copied, shared with or
otherwise disclosed, either orally or in writing, to any third
party, without the prior written consent of SimplyWell. Expires in
60 days from date above.
Sample Proposal for Mercer 15,000 Life Group
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Implementing wellness programs can be challenging. We provide
solutions. Our all-in-one, personalized member experience empowers,
inspires, and supports.
*Viverae® (now SimplyWell) 2015 Book of Business Report.
**Viverae (now SimplyWell) coaching data, July 2015. †MetLife.
How it all comes together.
We specialize in partnering with companies like yours who want
to improve health outcomes. 91% client satisfaction score.
We don’t create or build your culture—you have culture long
before we arrive. We support and influence culture and care.When
Healthy Lifestyle Coaching and Condition Management are combined,
participant engagement increases 69%.**
• Targeted
• Digital Engagement
• Challenges• Gamification• Financial Wellness
• Incentives• On-demand Reporting• Coaching
We value partnership
We’ve got fun—but we offer more than that! Our comprehensive
approach to wellness is rooted in care and focused on reducing
health risks.Clients experience a 5-year risk factor reduction of
47.5%.*
As company objectives change, so do your wellness goals. Our
wellness program grows with you. 82% of employees want employers to
provide financial education (we offer it!).†
We offer more
We support culture and care
Weevolve
whySimplyWell?
Communications
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Our years of experience have taught us a few things—like how
successful wellness programs should be designed. We know
success
matures over time, and our program strategy sees significant
outcomes-based results in year three.
how it allcomes together
coreproduct
Our engaging, personalized experience lets members easily manage
their well-being, whether at home or work.
Our ConnectTM product utilizes innovative, mobile-first,
engagement-driven technology that strikes the perfect balance of
culture and care: Member Health Assessments (MHA), Biometric
Screenings, member communications, gamification, incentive and
reward tracking, on-demand reporting, Preventive Care, and
unparalleled member support with unlimited inbound digital
coaching.
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Our clinical core differentiates us from the workplace wellness
market. The SimplyWell Health
Center is a health and wellness resource for our members,
staffed with highly trained customer care
representatives, health professionals, and clinicians, including
health and exercise specialists
and registered nurses and dietitians.
foundation ofcare
Our new on-demand reporting solution allows wellness
administrators and consultants to discover meaningful insights
about their wellness program. With SimplyWell Analytics, clients
can easily and accurately determine the success of their program
with powerful features accessed through the SimplyWell employer
portal. Specific features and functions of a program can be
isolated, and clients can dig deeper to understand which
participant and non-participant populations are at risk, and how
these groups affect the bottom line.
Claims ReportingOur Claims Integration Report provides a
cohesive measurement approach to help gauge whether your wellness
program is positively influencing healthy behaviors and improving
claims outcomes. This resource enables you to build an effective
program design strategy that targets specific populations to
ultimately manage costs and achieve better health outcomes.
SimplyWellanalytics
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Finances are one of the primary stressors that can lead to
employee absenteeism and an unproductive, distracted workforce.
We’ve partnered with a leading provider of
financial wellness services to provide integration capabilities
including financial health assessments, interactive education
courses, tracking tools for goal attainment, and more.
financialwellness
Our coaching programs allow companies to offer more targeted
solutions to a more targeted audience—to best fit the company’s
objectives and budget.
coachingsynergy
Focused Care Condition Mgmt.
Core Support Healthy LifestyleCovers 100% of eligible
population. Includes unlimited digital support for
lifestyle-related topics.
Post-screening ConsultHigh RiskMetabolic SyndromeOutcomes
Covers lifestyle topics across 100% of client’s total
population. Includes unlimited telephonic and digital coaching.
Clients can incentivize.
Covers any member identified with at least one of the 22
identifying conditions.
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+ $0.25 for spouse. Minimum Bill for Core Platform is
$1,500/mo.
Connect Platform
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Financial health assessments, interactive education courses,
tracking tools for goal attainment, and more.
Financial Wellness Minimum Bill: $475$0.95/pepm $0.85/pepm
$0.75/pepm $0.45/pm
< 1,000 lives:1,000-5,000:> 5,000 lives:Spouse/NBE:
$1,100/month+ $5,000 Set-up Fee
Claims Integration ReportProvides a total view of population
health issues and associated costs utilizing claims data. Includes
1 medical and 1 Rx. Clients with Condition
Management: + $5,000 one-time report fee
optional integratedservices
Personalized, risk-based digital and telephonic member
outreach.
COACHING
Healthy Lifestyle
Focused Care:High RiskMetabolic SyndromeOutcomes
Focused Care: Post-screening Consult
Condition ManagementSet-up fee (one-time)≤ 1000 lives: $3,750
> 1000 lives: $5,000
$1.85/pepm (+ $0.25 for NBE)
$1.85/pepm (+ $0.25 for NBE)
$19.95/participant screened
$2.40/pepm (+ $0.25 for NBE)
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Swab Onsite$26/personVenipuncture Onsite$18/person
Tobacco Testing
$49.95/participant(T&E Excluded)
Biometric Screening
SimplyWell members can easily complete their Biometric Screening
at an onsite screening or at their local Quest Diagnostics® Patient
Service Center.
Onsite ScreeningMinimum participation: 20-venipuncture;
30-fingerprick
Patient Service Center (PSC)
At-Home Test
Physician Results Form (add-on)
Physician Results Form (stand-alone)
Screening Data Import $500 one-time set-up per vendor
$15.95 per form:Telephonic or paper Member Health Assessment, or
Preventive Care Validation with Claims Form.
Forms & Dedicated Lines
optional integratedservices
$49.95/participant
$49.95/participant
$10.00/form received
$12.95/form received + $1,000 annual admin fee
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Service Level Commitment
SimplyWell will put a maximum 10% of annual Wellness PEPM fees
at risk if SimplyWell does not meet theservice level commitment(s)
elected by Client. Client may allocate fees at risk in up to three
(3) categories.
SERVICE LEVEL CATEGORY OPTIONS SERVICE LEVEL COMMITMENT
Connect Member Portal Availability In an annual period, Eligible
Members will be able to log in to the Connect Member Portal 98% of
the time (excluding scheduled downtime for maintenance or Force
Majeure events).
Average Time to Answer The average time to answer a voice call
in the Member Support Center will be less than 240 seconds during
the annual serviceperiod.
Biometric Screenings
Biometric data collected at Onsite Screening Events will be
uploaded into the Connect Member Portal within ten (10) business
days of the Onsite Screening Event (or within ten business days of
the last Screening Event if multiple Events are scheduled in a
week). Fees at risk shall be triggered if there are three (3) or
more delays in uploading data in a given Program Year.
Healthy Lifestyle and Focused Care Coaching
SimplyWell will provide Outreach to participants who have
correct and complete contact information in the Connect Member
Portal throughout the course of the Program Year. Outreach
frequency shall be based on risk level of Full Participants with a
valid Health Score who were assigned a Health Score in the first
quarter of the year.
Condition Management
For Members identified in the first 6 months of the Program
Years and upon initial identification, SimplyWell will make up to
three (3) attempts to enroll all members who are identified via
claims data as eligible for Condition Management, and who have
correct and complete contact information in the Connect Member
Portal.
Risk Factor Reduction The average number of risk factors of
Eligible Members who qualify for the incentive during a given
Program Year will be reduced over the previous year.
II. General Terms
A. The SLA is available to Clients who meet all of the following
criteria for the term of the Agreement:A. Minimum 100 employee
eligible membersB. Health Management Program years of 12 months
eachC. Purchase a standard program design and follow SimplyWell
best practicesD. Are current on all payments due to SimplyWellE.
Are not in breach of the Agreement
B. No provision or operation of any provision of this SLA shall
be interpreted or construed to waive, rescind, discharge or
terminate the MSA or give rise to any waiver, rescission, discharge
or termination of the MSA. Fees at risk are the sole remedy under
this SLA.
C. Client must elect the categories and percentages prior to the
start of the Program Year, otherwise it will default to the
previously selected (or zero in cases where no categories were
selected).
service level
commitment
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implementation
timeline
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program design strategy
example
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All stated performance guarantees will apply to relevant program
design as indicated in the descriptions below. If a purchased
service does not encompass a relevant component, Mercer will not
expect organizations to include the associated PG in client
agreements.
Year 1 Performance GuaranteesYear 1 fees at risk totaling 15%
for the following, at a minimum:
ImplementationFully go live on the mutually agreed upon launch
date, not less than 90 days following client decision.2% fees at
risk. (Note: If there is an implementation fee, the vendor can
choose to place a percentage of the implementation fee at risk as
an alternative. The percentage at risk must be equal to or exceed
2% of core fee.)
Satisfaction – Employer/client satisfaction with account
management 90% satisfied or highly satisfied. (On a 5-point scale,
4 is satisfied. Survey questions will be provided by Mercer and
administered via a Mercer client survey.) 3% fees at risk.
Satisfaction – Employer/client satisfaction with program
operations 90% satisfied or highly satisfied. (On a 5-point scale,
4 is satisfied. Survey questions will be provided by Mercer and be
administered via a Mercer client survey.)3% fees at risk.
Participant satisfaction90% moderately satisfied or better.
Minimum number of participants to meet satisfaction survey is 25.
(On a 5-point scale, 3 is moderately satisfied. Survey questions
may be provided by Mercer but may be administered via vendor
standard process.) 2% fees at risk.
Technology99.5% website availability other than scheduled and
communicated down time. All scheduled down time must be
communicated to client a minimum 72 hours in advance of down time
and to participants a minimum of 48 hours in advance of down time.
1% fees at risk.
The following PGs will be in place for clients who offer
incentives that value a total of at least $100 annually, or 10% of
available premium differential amount (cash or equivalent, premium
reduction, health account contribution, etc.) and include
“engagement” as defined in the PG below as a component to earn part
or all of the incentive.
Mercer VSP performance
guarantee
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Participation30% or more of members will register to
participate. Members will complete at least one activity via the
vendor-supported program on the portal, via phone, or in person.
Participation to be evaluated based on number of participants
eligible in the year being assessed, but reviewed quarterly.
(Vendors will be asked to clearly define participation activities
and include them in their contract and standard proposal.) 1% fees
at risk.
Engagement A minimum of 40% of participants (as calculated in
the Participation PG) will complete a minimum of three activities
via the vendor-supported program on the portal, via phone, or in
person. Engagement is to be evaluated based on participants
enrolled in the year being assessed, but reviewed quarterly.
(Vendors will be asked to clearly define engagement activities and
include them in their contract and standard proposal.) 3% fees at
risk
• 40% or above participation: 0% of the 3% fees at risk•
35%-39.9% fees at risk: 50% of the 3% fees at risk• 30% to 34.9%:
75% of the 3% of fees at risk• 30% or below: full 3% of fees at
risk
Years 2 and 3 Performance GuaranteesYear 2 and 3 fees at risk
totaling 15% for the following, at a minimum:
Satisfaction – Employer/client satisfaction with account
management90% satisfied or highly satisfied. (On a 5-point scale, 4
is satisfied. Survey questions will be provided by Mercer and
administered via a Mercer client survey.) 3% fees at risk.
Satisfaction – Employer/client satisfaction with program
operations90% satisfied or highly satisfied. (On a 5-point scale, 4
is satisfied. Survey questions will be provided by Mercer and
administered via a Mercer client survey.) 3% fees at risk.
Satisfaction – Participant satisfaction90% moderately satisfied
or better. (On a 5-point scale, 3 is moderately satisfied. Survey
questions will be provided by Mercer but may be administered via
vendor standard process.) 2% fees at risk.
Mercer VSP performance
guarantee continued 1
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Technology99.5% website availability other than scheduled and
communicated down time. All scheduled down time must be
communicated to client a minimum 72 hours in advance of down time
and to participants a minimum of 48 hours in advance of down time.
1% fees at risk.
The following PGs will be in place for clients who offer
incentives that value a total of at least $100 annually, or 10% of
available premium differential amount (cash or equivalent, premium
reduction, health account contribution, etc.) and include
“engagement” as defined in the PG below as a component to earn part
or all of the incentive.
Participation30% or more of members will register to
participate. Members will complete at least one activity via the
vendor-supported program on the portal, via phone, or in person.
Participation to be evaluated based on number of participants
eligible in the year being assessed, but reviewed quarterly.
(Vendors will be asked to clearly define participation activities
and include them in their contract and standard proposal. 1% fees
at risk.
Engagement A minimum of 40% of participants (as calculated in
the Participation PG) will complete a minimum of three activities
via the vendor-supported program on the portal, via phone, or in
person. Engagement is to be evaluated based on participants
enrolled in the year being assessed, but reviewed quarterly.
(Vendors will be asked to clearly define engagement activities and
include them in their contract and standard proposal.) 3% fees at
risk.
• 40% or above participation: 0% of the 3% fees at risk•
35%-39.9% fees at risk: 50% of the 3% fees at risk• 30% to 34.9%:
75% of the 3% of fees at risk• 30% or below: full 3% of fees at
risk
Health Improvement: There will be at least an average of 2% net
reduction year over year in the total number of people with greater
than 2 risks. Alternatively, vendors may propose a definition for
health improvement for Mercer’s approval. 2% fees at risk.
General TermsI. The PG is available to Clients who meet all of
the following criteria for the term of the Agreement:
a. Client of Mercerb. Health Management Program years of 12
months eachc. Are current on all payments due to SimplyWelld. Are
not in breach of the Agreement
I. No provision or operation of any provision of this PG shall
be interpreted or construed to waive, rescind, discharge or
terminate the MSA or give rise to any waiver, rescission, discharge
or termination of the MSA. Fees at risk are the sole remedy under
this PG.
Mercer VSP performance
guarantee continued 2
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