BASIC GURU
A Great Tool – No More, No Less!
Tools we all use
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Email
Fax
Quoting Tools
Fax Machine
Cell Phones
Each of these tools is designed to
increase our effectiveness and efficiency
• If you use them, they work
BASIC GURU is a Tool
We offer our agency partners customized
brochures, demonstration videos,
“content” to place on your website to help
sell technology as the wave of the future
Ongoing training for our agency partners,
and their clients
BASIC Guru Access
Agency
Employer Access
Online Enrollment
Employee Access
BASIC hr
* Additional cost
* Additional cost
Agency Level
• Manage clients, prospects
• Manage commission, create commission
detail reports when paying agents
• Prescreening and open enrollment tool (extra
charge)
• Create unlimited employee benefit portals
for employers and employees to review
any information you or the employer wants
to make available
Employer Level
• Access/review benefits at a glance (L&H) or Dec pages
(P&C)
• Access/Add/Change employee information
• Create employee specific notes or reminders and share
with appropriate employee
• BASIC GURU Audit Compliance Service gives you and
your clients a leg up, facilitating the online access,
distribution and tracking of up-to-date documents, from
cafeteria plans to SBC documents, simplifying
compliance.
• Create Total Compensation Statements
• Notified when employee makes change request inside
BASIC Guru
Employee Level
• Review benefits at a glance that employee is paying for
• Review any forms/documents that agent or employer
makes available (Word, PPT, Excel, JPEG, PDF)
• Employee creates specific notes or reminders and share
with employer as needed
• Facilitating online access, distribution and tracking of upto-date documents, from cafeteria plans to SBC
documents, simplifying compliance.
• Review Total Compensation Statements
• Access Real Cost of Care using our HCBB tool
• Free benefit card for hearing, vision or dental benefits
(discount card)
Employee Communication
BASIC GURU Audit Compliance Service
• This gives you and your clients a leg up,
facilitating the online access, distribution
and tracking of up-to-date documents,
from cafeteria plans to SBC documents,
simplifying compliance.
• Obtain digital read receipt from employees
for compliance documentation
Prospecting New Sales
• Your sales goal for 2012 includes 10 new
employer groups
• You establish a strategy to write this new
business
• You can keep paper notes or,
• You can use GURU to track your
prospecting activity with a full set of
reminders and reports
Intranet Capabilities
• Your client complains that they don’t have
a way to house documents for themselves
or a way to share documents with their
employees on demand.
• How will they be able to meet all of the
new and future compliance requirements?
Intranet Capabilities
You or your client can add documents, forms or links to their own resource library.
They can make each resource accessible to employees on demand.
Onboarding
• Your client complains that their employees
have too many forms to fill out by hand
and no where to store them once they are
completed.
Onboarding
• New hires can sign into BASIC Guru, click
on their electronic new hire packet and
start filling in their carrier, company,
federal, state, etc. forms online instead of
filling them out by hand, eliminating bad ID
cards for example.
What Current Users say
Georgia Broker with One Stop Solution
In 2004, the two founders/brokers of Signature
Benefits didn’t have to look far to find the right
benefits enrollment and administration platform
to bring to its clients. “When the firm was
founded eight years ago, the owners respected
the recommendations that their mentor—a
broker colleague—made. As a result, BASIC
Guru has been in place since the beginning,”
says Paige Alfonso, office administrator at
Signature Benefits.
What Current Users say
MI Agent has a Competitive Edge
Stacks & Associates, a healthcare finance management
company serving small- and mid-sized businesses, is a
model for agents and brokers looking to remain
competitive in a changing market rife with uncertainty.
Much of this has to do with confusion around the
regulatory environment introduced by the PPACA.
Agents and brokers who previously relied on providing a
menu of offerings will now find themselves needing to
provide companies—many with a one person HR staff—
with expertise and guidance on remaining compliant with
new provisions in the PPACA, as well as day-to-day
support on benefits.
What’s the Cost
• A BASIC GURU subscription is $210/month
(NAHU Agents 2 year initial agreement)
• With a one time set-up fee of $595
• What you get:
– Support to load your groups
– Group maintenance support
– Employer training webinars
• One new group or keeping a current group of
20 employees pays for BASIC Guru!
What’s the Rub?
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Like any tool, it is only valuable if it is used
Like any tool, it changes how you do things
You will become more efficient
Your clients will need access to this information
for the long term (for compliance purposes) –
You own the data….
• If you want to use technology to enhance what
you already provide to your valuable clients –
GURU is a good fit