Meridian Risk Management Overview
Extensive HR & Compliance Assistance Live HR Hotline Online Trainings HR Library • SHRM Designated • Sexual Harassment • Plan Document Builders Representatives • OSHA • Employee Handbooks • Over 450K questions • FMLA • Policies & Procedures answered • HIPAA Privacy • Job Description Builder • HR Compliance • Workplace Safety • Templates • Employment Law • Wellness • Forms • Leave / Absence • Over 200 Available! Management State & Federal Specific State & Federal Specific Documents automatically Available on Demand update with changes in legislation
Wellness 14
Financial, Emotional and Physical Wellbeing What we are seeing… • Focus on all areas of wellness, not just physical • Listen & learn what employees want • Gather information to assess any challenges • Identify programs that fit your organization • Execute a plan that is easy to use and access • Evaluate and measure the results • Lean on carriers and third party vendors • Make the programs fun & engaging • Renew and refresh ideas
Why Meridian? The Meridian Difference Enlighten. Partner. Strategize. Ask our clients!
Why Us? TheMeridianDifference • Flexinstead of Force-Differentcompanies & employeeshave different needs. Insurance firms can (and should) cater to this. • Relationships instead of Transactions-People are not plans. It's the strength of our shared desire to care that binds us. • Enlightenment instead of Ignorance–Health Insurance is a business of nuance that requires explanation and thoughtful discussion. • Value instead of Cost –Quality plans at the best value are the only way to care for your company and it’s most important assets –your employees. 17
Our Community We believe in giving to the community we serve. 18
Thank You ContactUstoGetStarted TomClements ManagingPartner EmployeeBenefitsGroup [email protected] JoeSolimine,Jr. President&CEO [email protected] 19

Renewal Strategy 7
The Renewal Process Pre- Quote Finalize Implement Post Renewal Decisions Enrollment

Our Approach Custom Communications –tailor-made, uncomplicated benefit documents, emails, videos and online solutions. Simplified Language & Examples –limited insurance speak, authentic and relatable examples. Benefit Administration Systems-evaluate and implement solutions specific to your needs. Plan Decision Support –web content assists with plan selection to best meet members’utilization and financial needs for short and long term. Benefits On Demand –online benefits information available 24/7, 365. Listen/ask experts on demand. 9
Custom Communication Suite Interactive Enrollment Communications –Meet ‘Alex’ A Fully customizable, online, decision support video series, that factors in an individual’s demographics, utilization, premium contributions and tax implications to guide your employees to the most cost-efficient medical plan that you offer, all with a twist of humor added in. 10
HR Support & Compliance 11
Due Diligence Audit Prep –Are You Compliant? Some key documents needed: • ERISA SPD Wrap Document • Business Associate Agreements • 5500 Filing • Summary Annual Report (SAR) • Model Notices • HIPAA • ACA • And many more!
Extensive HR & Compliance Assistance Live HR Hotline Online Trainings HR Library • SHRM Designated • Sexual Harassment • Plan Document Builders Representatives • OSHA • Employee Handbooks • Over 450K questions • FMLA • Policies & Procedures answered • HIPAA Privacy • Job Description Builder • HR Compliance • Workplace Safety • Templates • Employment Law • Wellness • Forms • Leave / Absence • Over 200 Available! Management State & Federal Specific State & Federal Specific Documents automatically Available on Demand update with changes in legislation
Wellness 14
Financial, Emotional and Physical Wellbeing What we are seeing… • Focus on all areas of wellness, not just physical • Listen & learn what employees want • Gather information to assess any challenges • Identify programs that fit your organization • Execute a plan that is easy to use and access • Evaluate and measure the results • Lean on carriers and third party vendors • Make the programs fun & engaging • Renew and refresh ideas
Why Meridian? The Meridian Difference Enlighten. Partner. Strategize. Ask our clients!
Why Us? TheMeridianDifference • Flexinstead of Force-Differentcompanies & employeeshave different needs. Insurance firms can (and should) cater to this. • Relationships instead of Transactions-People are not plans. It's the strength of our shared desire to care that binds us. • Enlightenment instead of Ignorance–Health Insurance is a business of nuance that requires explanation and thoughtful discussion. • Value instead of Cost –Quality plans at the best value are the only way to care for your company and it’s most important assets –your employees. 17
Our Community We believe in giving to the community we serve. 18
Thank You ContactUstoGetStarted TomClements ManagingPartner EmployeeBenefitsGroup [email protected] JoeSolimine,Jr. President&CEO [email protected] 19
