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Client intro to Netchex by HMB

Date post: 22-Nov-2014
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Page 1: Client intro to Netchex by HMB
Page 2: Client intro to Netchex by HMB

• Founded in 2003 by 2 former ADP executives.• Approaching 2000 clients with

clients/employees in all 50 states.• Louisiana based company with locations in

– Houston– Dallas– Atlanta– San Antonio / Austin

• One of the fastest growing company in its class in the US.

• Included in the 2010 Inc. 5000

Who is Netchex ?Who is Netchex ?

Page 3: Client intro to Netchex by HMB

• Single database, not Single database, not components that must components that must synchronize between modules.synchronize between modules.

• Technology fits your workflow, Technology fits your workflow, not the opposite.not the opposite.

• Allows payroll/benefits to be Allows payroll/benefits to be managed from any computer managed from any computer with internet from unlimited with internet from unlimited locations.locations.

• Allows Hartwig Moss Benefits Allows Hartwig Moss Benefits view-only access to critical view-only access to critical benefits activity data without benefits activity data without having to burden HR.having to burden HR.

• www.netchexonline.com

Who is Netchex ?Who is Netchex ?

Page 4: Client intro to Netchex by HMB

Why Hartwig Moss Benefits/Netchex makes sense!!Why Hartwig Moss Benefits/Netchex makes sense!!

• Our role as your benefits broker will change with Healthcare Reform.

• Anticipating your needs for tomorrow?– How will you manage the Healthcare Exchange.– Help you manage new mandates for Benefits– Provide tools for compliance with new PPACA mandates.• Have visibility into your benefits activity, introduce new

solutions and be a resource in the decision making process.• Access to technology development and resources for

future needs.

Page 5: Client intro to Netchex by HMB

Traditional ModelTraditional Model

Payroll Data

Health & Core

Benefits

Broker Carrier401K

Broker Carrier

Voluntary/ Worksite

Broker Carrier

FSA

Page 6: Client intro to Netchex by HMB

1. New Hire and let Netchex• Track Eligibility• Update Voluntary Deduct• Send COBRA notice• Update Carrier Communication

Report• Populates all reports

2. Touch an employee’s Record once and have it populate all areas of the database. Less room for Error.

3. Automatic Bill Reconciliation

4. Automatic Data and Money movement from Netchex to carrier for 401K and Worksite Benefits.

5. Request time off, Enroll in benefits and much more through online Employee portal.

Page 7: Client intro to Netchex by HMB

What clients like about Netchex.What clients like about Netchex.

Page 8: Client intro to Netchex by HMB

Activity ManagerActivity Manager…their Benefits Dashboard…their Benefits Dashboard

Page 9: Client intro to Netchex by HMB

Activity ManagerActivity Manager…their Benefits Dashboard…their Benefits Dashboard

Page 10: Client intro to Netchex by HMB

REAL business tools that improve cash flow!!REAL business tools that improve cash flow!!

Page 11: Client intro to Netchex by HMB

Employees Love NetchexEmployees Love Netchex

Page 12: Client intro to Netchex by HMB

Enroll at their convenienceEnroll at their convenience

Page 13: Client intro to Netchex by HMB

View Important InformationView Important Information

Page 14: Client intro to Netchex by HMB

Hartwig Moss Benefits now enjoys…real time data!Hartwig Moss Benefits now enjoys…real time data!

Page 15: Client intro to Netchex by HMB

Visibility into client activity at anytime..no calls or e-mails.Visibility into client activity at anytime..no calls or e-mails.

Page 16: Client intro to Netchex by HMB
Page 17: Client intro to Netchex by HMB

Next StepsNext Steps

• If agreeable, set aside 30 minutes with a Netchex field rep to compare technology and process against current solution.

• Gather latest invoice from current payroll provider so that comparison will be accurate.

• Prepare for an easier administration and service experience !!


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