Darwin Account Planning & Discovery Document

Please enter client # below.

How are your new employees oriented to the benefits program? (check all that apply)

General HR orientation meeting

Intranet website

Paper packet

Benefits enrollment meeting

PowerPoint presentation

Benefits video

Other

What role do benefits play in the employee recruiting and selection process?

Very important

Significant

Moderate

None

* How often can eligibility lists be provided for new employees?

Weekly

Monthly

Annually

Not at all

* What are your most common methods for communicating with your employees?

Paper-based information through inter-office mail

Paper-based information through U.S. mail

E-mail

Intranet site

Employee meetings

Bulletin boards

Audio/visual presentations

Other

* How do you communicate with and train your managers on new programs?

Paper-based information through inter-office mail

Paper-based information through U.S. mail

E-mail

Intranet site/web-based training tools

Manager meetings

Audio/visual presentations

Other

* Who communicates your annual benefits plan options to employees?

Internal staff

Benefits enrollment firm

Brokers/carriers

Do you offer any voluntary/individual insurance products in addition to your group products, and if so, how are they enrolled?

Online enrollment

Interactive Voice Response (IVR)

Paper enrollment packets

Group enrollment meetings

One-on-one enrollment meetings with a professional enroller

Not Applicable

If your employees receive paper paychecks/stubs, are other communications ever included in the same envelope?

Yes

No

Not applicable

* Is there anything else you would like to tell us about your business that would help us to better serve the needs of you and your employees?

Yes

No

* Does the client have multiple sites?

Yes

No

* How do you communicate with employees at remote locations?

* What types of contact information for your remote site managers can you share with us?

Mail address

E-mail address

Phone number

* Is the client a staffing company?

Yes

No

* Why do employees choose your company versus other staffing companies?

Better pay

Better benefits

Better job placement

Other

* What is the average length of time between contracting and placing a new employee on a job assignment?

2-3 weeks

a month or two

more than 2 months

* How do you communicate with employees after they have been assigned to a client location?

* How often do you physically see employees after they have been assigned to a client location?

Frequently

Rarely

Never

Based upon the previous discovery, the following are suggested EMPLOYEE initiatives. (NO LESS THAN 2)

Mail to home materials (ALL below must meet MTH criteria or get exception approval.)

Post cards

Coming soon postcards

Don't delay reminder postcards

New hire postcards

New employee flyers in business letter envelopes (for smaller MTH clients)

Coming soon postcards

Don't delay reminder postcards

New hire postcards

Second chance postcard (mid-yr OE0

Custom window envelopes

Black & white logo under window (EE name sprayed on during shipping)

Recruitment brochure with employer letter for new hires

Generic recruitment brochure

Client custom recruitment brochure (requires approval/L&C review)

Based upon the previous discovery, the following are suggested EMPLOYEE initiatives. (NO LESS THAN 2)

Site Distributed Materials

Personalized envelopes (requires approval)

Employee names only (client logos require different production workflow and separate approval under custom window envelopes)

Payroll stuffers/handouts (generic)

Pre open enrollment

Mid OE -- Time is running out

Second chance enrollment (mid-yr. OE)

Site flyers (customized with client specific info.)

Pre open enrollment

Mid OE -- Time is running out

Second chance enrollment (mid-yr. OE)

New hire flyer

Custom site promotions (requires exception approval)

Custom poster

Custom flyer

Recruitment brochure with or without employee letter

Generic recruitment brochure

Client custom recruitment brochure (requires approval/L&C review)

Based upon the previous discovery, the following are suggested EMPLOYEE initiatives. (NO LESS THAN 2)

Electronic Communications

Email Messages

Client distributed Email campaign

SRC distributed Email campaign (OE announcement, OE time is running out, new hire OE reminder)

Brainsharks

URL distributed via email or intranet

URL distributed via paper flyer, postcard, etc.

Automated Outbound Calls (requires exception approval)

OE announcement

OE time is running out reminder

Custom Web Content (approval/L&C review required)

Information posted on client intranet

Electronic/web enabled enrollment kits

Custom pre-enrollment website (Spherion example)

Text Messaging (requires approval)

Enrollment is open reminder

Time is running out reminder

New hire OE reminder

Employee Engagement

Active accept/decline

Employee group meeting -- Benefit presentations

Onsite enrollers

Enrollment call center representatives

Based upon the previous discovery, the following are suggested MANAGER initiatives. (NO LESS THAN TWO)

Site Distributed Materials

Enrollment Support Program Kits

Full ESP kit: (1)Mgr. Guide (2)Quick Start Flyer (3)Posters (4)Tent Card (5)DVD (6)Ruler (meets 10:1 ratio or exception approval)

ESP Pick & Pack Kit (No mgr. guide) full kit items ordered a la carte

Site Administration kit: (1)Letter (2)Client Admin. Guide (3)Term Roster (4)Material Re-order form (requires exception approval - no longer standard for site managers/goes to Plan Admin. only)

Custom Site Mgr. communications (requires approval)

Corporate newsletter articles

Site Mgr. promotional flyers (participation contests, etc.)

Electronic Communication

Email messages to site managers

Client distributed email campaign

SRC distributed email campaign

Brainshark

Site Mgr. version

Employee version for site mgr. review

Site Manager Training & Engagement

Onsite train the manager sessions

Web based training

Site manager promotions and contests

Other

* What is the projected membership for this group?

Increase

Decrease

Remain the same

* You indicated increased membership for this group. Please provide further details below.

less than 5%

greater than 5%

* Have you contacted the Assigned National AE or MM AE to help?

Yes

No

* Has the message been communicated to the Broker/Consultant?

Yes

No

* Have you coordinated communication with the Aetna AE's?

Yes

No

* Does the Broker/Consultant have multiple cases with SRC?

Yes

No

* Have you coordinated the message with other SRC Account Managers with cross over Broker/Consultant involvement?

Yes

No

* Have you offered 2nd Chance Mid-year Enrollment during the renewal offering if a non-125 plan?

Yes

No

Same Approach as last year

New 1:

New 2:

New 3:

* Have you confirmed any financial aspects (costs) through Underwriting for any initiatives?

Yes

No

* Have these costs been factored into your rates?

Yes

No

* Have you offered HIP for the SRC employee population?

Yes

No

If the plan sponsor currently offers a high-deductible major medical plan from Aetna or another carrier, have you positioned HIP product to be sold along with the CDHP product?

Yes

No

Not applicable