Maxwell health employer_overview

Boston, MA and New York, NY! @maxwellhealth!

fb.com/maxwellhealth!

Our Mission!To empower people to engage with their health and wellbeing

through a revolutionary Health-as-a-Service platform.!

Maxwell meets consumers where they are through a web portal and mobile app that streamlines access to health and benefits products and leverages data

for more informed health solutions.!

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CONFIDENTIAL INFORMATION, NOT FOR DISTRIBUTION! 2!

Maxwell Health Solution Overview!•  Marketplace that reinvents the

benefits shopping experience and extends the notion of what employee benefits are!

•  Comprehensive benefits administration system!

•  Health engagement platform where employees go to access benefits, navigate the health care system, and manage health!

•  End-to-end operating system and platform approach that leverage data from multiple sources for more informed health solutions!


The Best of Both Worlds!

• Your broker + Maxwell = one coordinated team with the benefits and technology expertise you need!

• Complementary roles and responsibilities!

• Your broker is totally standardized on Maxwell and their team knows the system inside and out!


Roles and Responsibilities!

•  Your Broker: designs benefits strategy, secures rates, sends the benefits info to Maxwell!

•  Your Maxwell Account Manager: works with your broker to build your portal and manage enrollment!

•  Maxwell Tech Support: available for your employees when they have questions about our platform!

•  Maxwell’s VP Client Services and Your Broker: oversee the whole process and ensure everyone’s in sync!


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Getting Started is Easy!1.  Your broker will notify us that you’re coming onto the

platform, and provide us with your census and plan information!

2.  The Maxwell team creates your custom portal!

3.  Your Account Manager works with you to run open enrollment, helps with the ongoing maintenance and usage of the platform, and coordinates with your broker!

COMPREHENSIVE BENEFITS ADMINISTRATION!

Comprehensive Benefits Administration!•  Fully-featured benefits enrollment system!

•  Comprehensive HR administration functionality!

–  Census management!

–  Management dashboard with key insights into data and performance!

–  Customizable reporting!

•  Built-in communications system!

–  Send individual or bulk messages!

–  E-mail and mobile app push messages!

–  Templates!

–  Track open and click-through rates!


Comprehensive Benefits Administration!•  Task management system!

–  Divide roles and responsibilities between the broker, HR admin (and enrollment call center), etc.!

–  Track task progress, including automatic EDI tasks with carriers!

–  EOI processing with different coverage amounts for specific periods!

•  Temporal-based system with multi-year enrollment capabilities!

–  Multiple plan designs and employee across varying time periods!

–  Ability to view the employee’s information and benefits selection across at any time stamp with the appropriate plan design!


Comprehensive Benefits Administration!•  Rules-engine based!

–  Brains of the system are the rules, which can be extracted out and re-applied during updates and changes to the system!

–  Provides a sandbox environment that is useful for user-acceptance testing and staging !

–  Eligibility rules based upon employee information!

–  Group rules based upon qualifying life events!

–  “QLE Matrix” where every product and possible QLE’s can influence benefit selections and options based upon rules!


Comprehensive Benefits Administration!•  Complex rate structures!

–  Age, region, gender and smoking banded!

–  Custom quoting components for ancillary products!

•  Flexible contribution formulas!

–  Composite rates!

–  EE, SP and CH specific contributions!

–  % or $ amount!

–  Defined contribution across specific product types!

•  Self-billing reports!


Comprehensive Benefits Administration!•  Carrier connections!

–  HIPAA 834 EDI connections!

–  Multi-tenant and single-tenant supported!

–  Census enrollments!

–  Embedded digital form signature processing!

–  Web services!


HR Tools for Onboarding!•  Integrated experience streamlines onboarding process

for new hires, from accepting the job to enrolling in benefits!

•  Ability to post HR forms and documents for review, acceptance, or signature!

•  Documents live on the portal so employees can view them at any time!

•  Complimentary access to a comprehensive library of form templates, instructions, and tutorials via !







EMPLOYEE EXPERIENCE!

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Reinvented Benefits Shopping Experience!

•  Remedies faulty decision support methodology of the past!

•  Takes lifestyle-based approach to shopping for benefits!

•  Allows for consultation with broker when desired!

•  Educational videos to help people choose their benefits!

•  More refined decision support at key points in the process!











Co-Branded, Fully Mobile Post-Enrollment Experience!

• All your benefits information in one place!

• Maxwell is the place an employee goes for everything health-related!

• Card-driven, use-case based approach highlights common health and benefits issues!

• Varied engagement with the cards made possible by two-way data feeds with vendors!




Truly Unique Health Engagement Platform!

• Connects with most innovative and effective health products available!

• Social layer on top of the consumer experience that increases engagement!

• Easy-to-implement rewards layer to encourage healthy actions!

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38!CONFIDENTIAL INFORMATION, NOT FOR DISTRIBUTION!

•  Instant access to benefits help and telemedicine!

• Convenient interaction with the Health Advocate Service via the mobile app!

Truly Unique Health Engagement Platform!

• Reduces medical costs!

•  Improves employee productivity!

• Helps employees improve health!

• Reduces burden on HR staff!

• Reduces absenteeism!

• Easy for employees to use!


Time- and Money-Saving !Health Advocate!

•  Accessible 24/7 via phone, email, and the mobile app!•  Recommends doctors!•  Estimates costs!•  Answers questions about

test results, billing, etc.!•  Resolves insurance

claims, including communicating with providers regarding disability claims!•  Assists with eldercare!!

Time- and Money-Saving Health Advocate!



ADDITIONAL SERVICES!

The Maxwell Marketplace!•  Conveniently wraps traditional employee benefits together

with novel products and services that are also important to employees’ needs !

•  Provides:!

–  A centralized shopping experience for all benefits!

–  Seamless enrollment!

–  Flexible payment structures (defined contribution, defined benefit, payroll deduction, credit card or ACH)!


BioIQ!


•  At-home biometric test kits that take 5-10 minutes to complete and are processed within 2-3 weeks!

•  Tests total cholesterol, HDL, LDL, triglycerides, A1c!

Care.com!


•  Makes it easy to find better care for the whole family!

•  Includes child care, adult and senior care, pet care, home care!

•  Makes paying for care simple, including total payroll management, effortless tax filing, and expert guidance and support!

Doctor on Demand!


•  Provides a telehealth solution that allows employees to talk to and/or video-conference with a doctor for up to 15 minutes!

•  Session can result in advice, a prescription, or a referral!

•  Coverage in 47 states (excludes Alaska, Arkansas, Oklahoma)!

Fitness Devices - Fitbit and Jawbone!


•  Wearable technology used to track activity and sleep, 24/7!

•  These two brands cover ~80% of the market for wearables!

•  Ability for employer to cover the cost of the device or have employees pay!

HelloFresh!


•  Employees choose from a weekly menu of healthy recipes (which includes vegetarian options)!

•  All ingredients needed for a healthy meal for 2 are delivered right to the employee’s doorstep or workplace!

•  Available east of Chicago!

ID Watchdog!


•  Identity protection through comprehensive, patent-pending monitoring technology!

•  Issue resolution guarantee!

•  Recognized by Consumer Federation of America as one of the most valuable identity theft protection services available!

Powhow!


•  Live online fitness, music, art, and beauty classes with an expert instructor via webcam!

•  Instructors can also upload recorded videos for employees to train on their own time!

•  Oriented toward group classes vs. one-on-one!

TPA Partners!•  ConnectYourCare and Discovery Benefits are our chosen providers

for HSA/FSA/HRA for employer groups!

•  Also handle retirement with or without a VEBA, commuter benefits, COBRA administration, etc.!

•  Features:!–  Streamlined management of claims submissions through seamless

integration with the Maxwell portal!

–  Unique visibility and reach across complete health savings value chain!

–  Easy uploading of claims documentation!

–  Enhanced employer dashboards!

–  Healthcare payment (debit) card with multi-account capabilities!


Payroll Management!•  Maxwell makes it easy to populate a payroll deduction

report to send to a group’s preferred payroll provider!


•  System can be set up to:!–  Run a payroll report (either monthly or by

pay period)!

–  Automatically calculate deductions!

–  Send the report to the payroll provider in a file format that’s compatible with that provider’s system!

•  Currently pursuing integrations with:!

401(k) Election and Enrollment!


• Currently supports 401(k) enrollment with your preferred provider via a census file!

•  Employees see product during open enrollment, including custom text and link to vendor’s portal!

•  Employee elects product, report of elections is sent to vendor, and vendor reaches out to employees to set up their 401(k)!

• Working with partners such as to make this a more seamless process!

Boston, MA and New York, NY! @maxwellhealth!

fb.com/maxwellhealth!

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