iRenewal Open Enrollment Meeting Presentation Template

1. iRenewal Open Enrollment Meeting Presentation Template Overview & Editing Instructions

2. Overview • This template was created to save you time in developing PowerPoint Presentations for your Enrollment meetings. • Please read the instructions on how to efficiently edit this template to fit your needs. • This is a template. Please save a copy of this template to a safe location and do not save over the template version. Always save your edits as a new document. • This template is broken up into sections. If you don’t need any slides from a section, you can delete the section and it’s slides by selecting the section header, right clicking and selecting “remove section and slides”. • Many of the slides in this template have items marked in parenthesis, these are items that need to be completed by you. – Example: (Group Name)

3. Group & Broker Info Section • Cover Slide – This will be your first slide in your PowerPoint Presentation (PPT) • Add your Group’s Name • Add the date of the presentation • You can also add your group’s logo, by inserting an image. • Agency Slide • Add Broker/Agency Logo • Enter Broker/Agency Info

4. Medical Carrier/Plan Information • There is a section for each major medical carrier. • There is also a section for you to add any carriers not contained in this template. • For any carriers you don’t need, simply delete the section, by selecting the section header, right clicking and selecting “remove section and slides”. • Each carrier contains a carrier logo, a listing of their value add services as well as carrier contact information for members. • There is a slide for entering information about a carrier or plan. Delete the example wording already listed and type the new information in it’s place. • You also have the ability to enter specific plan benefit information. If you have more than one of any type of plan, you can duplicate that slide to enter additional plans.

5. Ancillary Lines Carrier/Plan Information • There is a section each for Dental, Vision, Life and Disability Carrier/Plan information. • For any lines of coverage you don’t need, simply delete the section, by selecting the section header, right clicking and selecting “remove section and slides”. • There is a slide for entering information about a carrier or plan. Delete the example wording already listed and type the new information in it’s place. • You also have the ability to enter specific plan benefit information. If you have more than one of any type of plan, you can duplicate that slide to enter additional plans.

6. Summary Information • This section contains slides for you to note costs, important information and to answer any questions. • There are some examples of information you may want to include but are not necessary. • Either delete or write over any information you do not wish to include in this section.

7. Other Carrier Information • At the end of this PPT we have included carrier logo’s and contact sheets for our ancillary lines carriers. • You can add these to the Ancillary Lines section as needed. • If you have the same carrier for more than one ancillary line, you can duplicate the appropriate slide and move one to each ancillary section as necessary. • A CoPower section is also available. This section also has slides for the Value Add services available to CoPower groups.

8. Finalize Your Presentation • Once you have all the plan and carrier information entered, finalize your presentation and remove unneeded slides. • The easiest way to remove slides is by going to the slide sorter view, highlighting a slide and right click, then select delete from the pop-up menu. (Don’t forget to remove the instruction section you just read!) • Once all unneeded slides are removed and your order is how you want it, save your PPT and you are done!

9. Presentation Best Practices • Speak clearly and breath normally. • Always have a beverage (water, coffee, etc.) nearby just in case during your presentation. • Practice your presentation so you are comfortable delivering the material. • Do not read each word on a slide. Use the presentation to supplement your speaking points. • Relax, remember, you are the professional!

10. (Group Name)Benefits Enrollment (Date)

11. (Agency Logo) • To add logo, delete all text in this box • Click on the Picture icon “Insert Picture from File” • Locate the Agency Logo file on your computer in the finder window and click the “Open” button • You may need to resize the logo to make sure it is not distorted Presented by: (Broker Name) (Agency Name) (Agency Address) (Agency City, State, Zip) (Broker Phone) (Broker Email)

12. Health Insurance

13. Value Add Services Member Management Tools 24/7 Nurse Hotlines EAP Program Disease Management Program • Member Savings on… • Fitness Discount Program • Weight-loss Programs • Hearing exams and devices • Eye Care, Eyewear & Accessories • LASIK Eye surgery • Massage Therapy • Chiropractic & Acupuncture • Dietetic Counseling

14. Plan Highlights • For Example Ded applies to OOP max • For Example Self Injectables covered under OV • For Example Ped Dental benefit counts toward OOP • For Example Preventative Covered in full

15. Plan Benefits - HMO

16. Plan Benefits – PPO

17. Plan Benefits –CDHP

18. Complete the sections applicable in its entirety. Do not fill out any ancillary sections if the ancillary plans are not being offered with your medical carrier. Below are commonly missed fields which are required and may hold up your group’s approval. • Complete SSN for each member of your family • Complete address • Pick your plan/network • Complete date of hire mm/dd/yy • HMO members – indicate PCP assignment • Complete a waiver for you or any family member not enrolling • Sign and date application for enrolling in coverage. • Signature date needs to be before effective date Medical Enrollment Form Completion

19. Contact Info On the Phone: On the Web: Member Services/Claims HMO 877-702-3862 PPO 877-802-3862 Pharmacy Info: 800-238-6279 Carrier Website: http://www.aetna.com/ Find a Provider: http://www.aetna.com/docfind/

20. Health Insurance

21. Value Add Services • Member Management Tools • 24/7 Nurse Hotline • Wellness • Smoking Cessation programs • Stress Management • Savings • Gym Memberships • Holistic Care • Eye Care • Weight Management • Hearing exams, devices, audio gear • Allergy Control • LifeMart Membership

22. Plan Highlights • For Example Ded applies to OOP max • For Example Self Injectables covered under OV • For Example Ped Dental benefit counts toward OOP • For Example Preventative Covered in full

23. Plan Benefits - HMO

24. Plan Benefits – PPO

25. Plan Benefits –CDHP

26. Complete the sections applicable in its entirety. Do not fill out any ancillary sections if the ancillary plans are not being offered with your medical carrier. Below are commonly missed fields which are required and may hold up your group’s approval. • Complete SSN for each member of your family • Complete address • Pick your plan/network • Complete date of hire mm/dd/yy • HMO members – indicate PCP assignment • Complete a waiver for you or any family member not enrolling • Sign and date application for enrolling in coverage. Medical Enrollment Form Completion

27. Contact Info On the Phone: On the Web: Member Services/Claims 800-627-8797 Pharmacy Info: 866-297-1013 Carrier Website: http://www.anthem.com/ca Find a Provider: https://www.anthem.com/health-insurance/provider-directory/searchcriteria?qs

28. Health Insurance

29. Value Add Services • Carrier Member Perks • 24/7 Nurse Hotline • Member management tools • Wellness programs • Savings on a variety of personal health items and healthy living programs ** Every carrier varies on the amount and program discounted. Please contact your enrolled carrier for additional information. • Additional California Choice Savings • Savings on hearing exams and hearing devices • Dental Discount Plan • Discounts on EyeMed Vision Care • Cal Perks – Access to employee discounts on tickets, membership and more.

30. Plan Highlights • For Example Ded applies to OOP max • For Example Self Injectables covered under OV • For Example Ped Dental benefit counts toward OOP • For Example Preventative Covered in full

31. Plan Benefits - HMO

32. Plan Benefits – PPO

33. Plan Benefits –CDHP

34. Complete the sections applicable in its entirety. Do not fill out any ancillary sections if the ancillary plans are not being offered with your medical carrier. Below are commonly missed fields which are required and may hold up your group’s approval. • Complete SSN for each member of your family • Complete address • Pick your plan/network • Complete date of hire mm/dd/yy • HMO members – indicate PCP assignment • Complete a waiver for you or any family member not enrolling • Sign and date application for enrolling in coverage. Medical Enrollment Form Completion

35. Contact Info Medical Carriers Ancillary Carriers Aetna: 888-702-3862 Anthem: 866-524-5659 Health Net: 800-361-3366 Kaiser: 800-464-4000 SHARP: 800-359-2002 Western Health Advantage: 888-563-2250 Ameritas: 877-203-0036 FDH: 800-558-8003 Smile Saver: 800-333-9561 EyeMed: 866-939-3633 Landmark: 800-638-4557 www.calchoice.com

36. Health Insurance

37. Value Add Services Member perks offered by Anthem Blue Cross • Member Management Tools • 24/7 Nurse Hotline • Wellness • Smoking Cessation programs • Stress Management • Savings • Gym Memberships • Holistic Care • Eye Care • Weight Management • Hearing exams, devices, audio gear • Allergy Control • LifeMart Membership

38. Plan Highlights • For Example Ded applies to OOP max • For Example Self Injectables covered under OV • For Example Ped Dental benefit counts toward OOP • For Example Preventative Covered in full

39. Plan Benefits - HMO

40. Plan Benefits – PPO

41. Plan Benefits –CDHP

42. Complete the sections applicable in its entirety. Do not fill out any ancillary sections if the ancillary plans are not being offered with your medical carrier. Below are commonly missed fields which are required and may hold up your group’s approval. • Complete SSN for each member of your family • Complete address • Pick your plan/network • Complete date of hire mm/dd/yy • HMO members – indicate PCP assignment • Complete a waiver for you or any family member not enrolling • Sign and date application for enrolling in coverage. Medical Enrollment Form Completion

43. Contact Info On the Phone: On the Web: Anthem Member Services/Claims 800-627-8797 Pharmacy Info: 866-297-1013 Delta Dental of California 888-335-8227 VSP 800-877-7195 Carrier Website: http://www.calcpa.com Find a Provider: https://www.anthem.com/health-insurance/provider-directory/searchcriteria?qs

44. Health Insurance

45. Plan Highlights • For Example Ded applies to OOP max • For Example Self Injectables covered under OV • For Example Ped Dental benefit counts toward OOP • For Example Preventative Covered in full

46. Plan Benefits - HMO

47. Plan Benefits – PPO

48. Plan Benefits –CDHP

49. Complete the sections applicable in its entirety. Do not fill out any ancillary sections if the ancillary plans are not being offered with your medical carrier. Below are commonly missed fields which are required and may hold up your group’s approval. • Complete SSN for each member of your family • Complete address • Pick your plan/network • Pick your Pediatric Dental Plan • Complete date of hire mm/dd/yy • HMO members – indicate PCP assignment • Complete a waiver for you or any family member not enrolling • Sign and date application for enrolling in coverage. Medical Enrollment Form Completion

50. Contact Info On the Phone: On the Web: Blue Shield of California 800-325-5166 Chinese Community Health Plan 888-775-7888 Health Net 888-926-5122 or 800-522-0088 Kaiser Permanente 800-464-4000 Sharp Health Plan 800-359-2002 Western Health Advantage 888-563-2250 http://www.blueshieldca.com/ http://www.cchphmo.com/ http://www.healthnet.com/ http://www.kp.org/ http://www.sharphealthplan.com/ http://www.westernhealth.com/