e-Worksite Solutionssm Strategic Alliance Program For DiversityBusiness.com Members Presented to you by: Eddie Graves The Diversity Financial Group Compliance #037137 1 e-Worksite SolutionsSM Page 2 A turn-key program, that enables you to easily and seamlessly provide solutions to your employees’ supplemental disability income insurance needs through a number of services and capabilities including an online needs analysis and application tool. Compliance #037137 e-Worksite SolutionsSM Advanced Customer Support – In conjunction with your representative, an experienced Case Manager from MassMutual will oversee all aspects of your account including: Page 3 Case Set-up Logistical Strategies Communications Strategies Tracking Billing On-going Employee Support Compliance #037137 e-Worksite SolutionsSM Logistical Strategies – In conjunction with the producer, your case manager will develop a logistical strategy that may include: Page 4 Individual Meetings Group Meetings (in person or online) Employee Self-directed with supporting communications Combination of the above Compliance #037137 e-Worksite SolutionsSM Communication Strategies – A communication strategy, customized to your company, will also be developed. Communications may consist of: Email Communications Endorsement letter from the company Hard copy communications – flyers, payroll stuffers, tabletents Pro-active call bank – Strategy is also designed to work with the performance of the case with specific emails based on employee experience. – It is critical that the strategy should align with the regular communication practices of your company. Page 5 – Ultimate goal of the communications strategy is to ensure all eligible employees have the opportunity to review and understand the coverage opportunity. This is in the best interest of the Compliance #037137 company. e-Worksite SolutionsSM Page 6 Sample Communications Strategy Compliance #037137 e-Worksite SolutionsSM Tracking – Detailed tracking reports are provided on a daily basis that include: Who has logged in to the site Who has not logged in to the site Who has applied for coverage Who has declined coverage – Tracking reports in combination with a flexible communications strategy, allow us to pro-actively manage your account. Page 7 Compliance #037137 e-Worksite SolutionsSM Page 8 Sample Tracking Reports Compliance #037137 e-Worksite SolutionsSM Billing – MassMutual* provides a number of flexible billing options including: Electronic billing Electronic payroll deduction Electronic fund transfer “One-touch-and-done” billing and collection services (Schedule and make changes to payments online) Flexible payment methods for employees *Massachusetts Mutual Life Insurance Company Page 9 Compliance #037137 e-Worksite SolutionsSM On-going Employee Support – Throughout the application period, employees are furnished with a toll-free number that will allow us to directly address their questions, comments, or concerns – At any time, employees can choose to speak with a representative or, elect to apply using the traditional paper process if they are more comfortable. Page 10 Compliance #037137 e-Worksite SolutionsSM A State-of-the-Art Internet Site – Allows employees to explore options in a private, convenient setting – Customizable components for your company. – Provides interactive tools (Need Calculator and Savings Evaluator) that empower your employees to determine their specific needs – Using our electronic application and e-signature capabilities, employees can apply online -- in a matter of minutes, 24 hours a day, 7 days a week. You can request for a demo Page 11 Compliance #037137 e-Worksite sm Solutions Compliance #037137 12