On-Line Enrollment and Eligibility

Management System

On-Line Enrollment and Eligibility

Management System

OutsourceOne’s WebOne

version 5.5

OutsourceOne’s WebOne

version 5.5

OutsourceOne’s On-Line Solution

• Enrollment

• Administrator Features

• Billing

• EDI

• Administrative Services

OutsourceOne, Inc.

Founded in 1988Located in downtown Minneapolis, MN.Comprehensive Experience in Benefits Administration Svcs.National PresenceWe Do The Work!

On-Line Enrollment

Employee

Broker

Enroller

Employer

OutsourceOne’s On-Line Solution

• Enrollment

Welcome to WebOne!

• Single sign-on portal for employees and HR

• Clean, easy to comprehend format

Welcome to WebOne!

• Single sign-on portal for employees and HR

• Clean, easy to comprehend format

Participants log onto WebOne in the same way as administrators – First time participants are required to create their own User ID and Password.

Participants log onto WebOne in the same way as administrators – First time participants are required to create their own User ID and Password.

Participants must acknowledge a disclaimer regarding the use of on-line elections in enrollment before continuing

Participants must acknowledge a disclaimer regarding the use of on-line elections in enrollment before continuing

New users create their own user ID and password

New users create their own user ID and password

Rules set by the administrator determine which enrollment options each participant sees when they log on, from New Hire to Open Enrollment to Marketplace (voluntary products) only.

Rules set by the administrator determine which enrollment options each participant sees when they log on, from New Hire to Open Enrollment to Marketplace (voluntary products) only.

Employees or participants can log on at any time and use the navigation tabs to view their profile or benefit elections

Employees or participants can log on at any time and use the navigation tabs to view their profile or benefit elections

There are two enrollment processes for administrators to choose from—a traditional process with no assistance, and WebOne’s new Benefit Planner. In the Benefit Planner, participants answer questions about how they anticipate using the coverage in the coming year, and WebOne will provide a comparison of fixed and out of pocket costs for each of their plan options.

There are two enrollment processes for administrators to choose from—a traditional process with no assistance, and WebOne’s new Benefit Planner. In the Benefit Planner, participants answer questions about how they anticipate using the coverage in the coming year, and WebOne will provide a comparison of fixed and out of pocket costs for each of their plan options.

The first step is to review and add home address, dependents, and beneficiary information so that the participant can assign different dependents and beneficiaries to different plans.

The first step is to review and add home address, dependents, and beneficiary information so that the participant can assign different dependents and beneficiaries to different plans.

My Benefit Planner has predictive tools for modeling health and life benefits,as well as allocation of FSA and HRA funds. All are available within the enrollment wizard, allowing participants to become active partners in their benefit plan choices.

My Benefit Planner has predictive tools for modeling health and life benefits,as well as allocation of FSA and HRA funds. All are available within the enrollment wizard, allowing participants to become active partners in their benefit plan choices.

The process starts with participants choosing the eligibility level and dependents they wish to cover.

The process starts with participants choosing the eligibility level and dependents they wish to cover.

Participants answer a short series of questions about benefit plan use and WebOne provides them with a comparison of their options. Benefit comparisons can be done for medical, dental, vision, and life plans.

Participants answer a short series of questions about benefit plan use and WebOne provides them with a comparison of their options. Benefit comparisons can be done for medical, dental, vision, and life plans.

The comparison shows out of pocket and premium costs, as well as any HRA amounts.

The comparison shows out of pocket and premium costs, as well as any HRA amounts.

WebOne tracks the out of pocket amounts estimated by the participant’s answers and can create an automatic FSA election.

WebOne tracks the out of pocket amounts estimated by the participant’s answers and can create an automatic FSA election.

Other participant tools assist in determining life insurance needs and flexible spending account elections.

Other participant tools assist in determining life insurance needs and flexible spending account elections.

If an employer chooses to offer the OutsourceOne suite of voluntary products, the products to be offered can be chosen by the administrator and appear as part of the employer’s enrollment.

If an employer chooses to offer the OutsourceOne suite of voluntary products, the products to be offered can be chosen by the administrator and appear as part of the employer’s enrollment.

Pop up boxes are available during the enrollment process to provide benefit or enrollment assistance.

Pop up boxes are available during the enrollment process to provide benefit or enrollment assistance.

An enrollment summary gives participants an opportunity to review their elections before enrolling.

An enrollment summary gives participants an opportunity to review their elections before enrolling.

At the end of enrollment, participants are provided with a printable benefit summary page showing their elections.

At the end of enrollment, participants are provided with a printable benefit summary page showing their elections.

This form can be printed at the time of enrollment or at any other time throughout the year.

This form can be printed at the time of enrollment or at any other time throughout the year.

Participants can enter WebOne at any time, from any Internet capable computer, to view personal information, Knowledge Base items, FSA claim information, or print a current benefit statement.

Participants can enter WebOne at any time, from any Internet capable computer, to view personal information, Knowledge Base items, FSA claim information, or print a current benefit statement.

SPD’s and Plan Documents can be stored in the Knowledge Base

SPD’s and Plan Documents can be stored in the Knowledge Base

OutsourceOne’s On-Line Solution

• Administrator Features

Human Resources staff signs on with Administrator privileges and uses the Administration menus to navigate the site

Human Resources staff signs on with Administrator privileges and uses the Administration menus to navigate the site

The ESS screen allows HR staff to configure WebOne’s functions and availability to employees

The ESS screen allows HR staff to configure WebOne’s functions and availability to employees

Administrators have access to a large number of other functions, including a call log, change approval queues, 24/7 real time eligibility, COBRA, and FSA reports, and employee communication functions.

Administrators have access to a large number of other functions, including a call log, change approval queues, 24/7 real time eligibility, COBRA, and FSA reports, and employee communication functions.

Administrators can search for participants from any screen, jump to other functions using the drop down menus, or access the links and documents in the Knowledge Base

Administrators can search for participants from any screen, jump to other functions using the drop down menus, or access the links and documents in the Knowledge Base

A wide variety of standard, on-line, real time reports allow administrators to manage enrollment.

A wide variety of standard, on-line, real time reports allow administrators to manage enrollment.

Other functions available to the administrator level user are views of participant benefits, reporting, and an optional messenger queue for instantaneous communication with participants during open enrollment

Other functions available to the administrator level user are views of participant benefits, reporting, and an optional messenger queue for instantaneous communication with participants during open enrollment

COBRA Administration

FSA/HRA Administration

Employee Service Center

Health & Welfare(Consolidated Billing)

Secure FTPData Feeds to

Ancillary Vendors

Client HR Internet Access

to Data

Participant On-Line

Enrollment

Third Party Administrator

Internet Access to Data

Integrated Administrative Services

OutsourceOne’s WebOne Single Data Base, On-line

Enrollment Engine

The WebOne Model is a true rules based, integrated on-line total eligibility management system.

The WebOne Model is a true rules based, integrated on-line total eligibility management system.

OutsourceOne’s On-Line Solution

• Billing

Billing Process – Consolidated Billing to Client Employers

Consolidated billing gives client

employers detailed premium and plan

information by employee

Consolidated billing gives client

employers detailed premium and plan

information by employee

OutsourceOne’s On-Line Solution

• EDI

Employee Information Exchange

Health CarrierHealth Carrier

Current HRMSCurrent HRMSOther VendorOther Vendor

Current PayrollCurrent Payroll

OutsourceOne’s On-Line Solution

• Administrative Services – COBRA/HIPAA, FSA, Employee Service Center

COBRA/HIPAA Administration

Monthly ParticipantMonthly ParticipantReportingReporting

ImplementationImplementation& Set up& Set up

Vendor EligibilityVendor EligibilityManagementManagement

Dependent COBRADependent COBRAAdministrationAdministration

ParticipantParticipantPaymentPaymentCollectionCollection

Transfer of Transfer of ParticipantsParticipants

BeneficiaryBeneficiaryNotificationNotification

Election PeriodElection PeriodAdministrationAdministration

COBRACOBRAAdministrationAdministration

FSA Administration

Claims ProcessingClaims Processing& Administration& Administration

Legislative SupportLegislative Support& Compliance& ComplianceLegislative SupportLegislative Support& Compliance& Compliance

Employer &Employer &ParticipantParticipantServicesServices

Employee/ParticipantEmployee/ParticipantCommunicationsCommunications

EnrollmentEnrollmentOptionsOptions

Management &Management &Participant ReportingParticipant Reporting

FSAFSAAdministrationAdministration

Single point of contactPersonalized greetingsWarm & caring assistanceInquiry response & managementRight answer first timeGuaranteed response - even in peaksFulfillment

Employee Service CenterEmployee BenefitsEmployee BenefitsEmployee BenefitsEmployee Benefits

WebOne—an integrated, affordable, easy to use

enrollment, eligibility, and administrative system.

For more information contact OutsourceOne by calling 1-612-338-

7940 or sending an e-mail to info@outsourceone.com

WebOne—an integrated, affordable, easy to use

enrollment, eligibility, and administrative system.

For more information contact OutsourceOne by calling 1-612-338-

7940 or sending an e-mail to info@outsourceone.com