Maxwell Health Overview for HUB International

Boston, MA and New York, NY! @maxwellhealth!

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Our Purpose!

Our purpose is to transform health in America.!

To do that, we’ve built the first ever operating system for employee benefits.!

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What Makes Maxwell Special!

• We design for the consumer first!

• We build on a modern technology stack!

• Our business model actually makes you money!

• We help you play offense, not just defense!

Maxwell Health Solution Overview!•  Maxwell is the “passbook” an

employee goes to for everything health-related!

•  Merges benefits administration and private exchange technology!

•  Reinvents the benefits shopping experience!

•  Extends the notion of what employee benefits are!

•  Comprehensive health care and health engagement platform!

•  End-to-end, operating system and platform approach!

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Reinvented Benefits Shopping Experience!

•  Remedies faulty decision support methodology of the past!

•  Takes lifestyle-based approach to shopping for benefits!

•  Allows for consultation with broker when desired!

•  Educational videos to help people choose their benefits!

•  More refined decision support at key points in the process!

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Co-Branded, Fully Mobile Post-Enrollment Experience!

• All your benefits information in one place!• Maxwell is the place an employee goes for everything

health-related!• Completely extensible to include any number of

products across any category!• Card-driven, use-case based approach highlights

common health and benefits issues!•  Varied engagement with the cards made possible by

two-way data feeds with vendors!

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Support to Get Started!1.  We’ll have a kick-off call with your dedicated Account

Manager (AM)!

2.  Your team will get full Administrative and Sales & Marketing trainings, plus ongoing support !

3.  Your AM will walk you through the implementation process for new groups!

4.  The Maxwell team is available to help with client and prospect demos!

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Administrative Portal Training!•  Deep dive into the Maxwell portal that gets your team

comfortable using and navigating the platform, and prepares you to show your groups how to use it as well!

•  Conducted by Product Specialist and Account Manager!

•  Duration: 1.5 – 2 hours!

•  Who should attend:!–  Anyone who will be actively using the Maxwell platform to

manage your employer clients!

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Sales and Marketing Strategy Session!•  Equips your team with all resources and understanding to

effectively position and market Maxwell Health and its various features to your employer groups and prospective new clients!•  Conducted by Sales Director and Marketing Manager!•  Duration: 1 hour!•  Who should attend:!

–  Producers and anyone else who will be actively demo-ing or talking about Maxwell Health with clients or prospects!

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Unrivaled Sales and Marketing Support!1.  Personalized sales page, webinars, and co-branded marketing

materials!

2.  Joint press release generated by Maxwell’s in-house PR team!

3.  A custom-built demo account for you to use in meetings!

4.  Marketing consultant at Maxwell to advise on specific campaigns and initiatives!

5.  Marketing toolset integrated into your broker site with everything you need to familiarize clients with the Maxwell value proposition!

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Implementation Training!•  Prepares your team to implement clients on the Maxwell

platform by reviewing timelines, the group onboarding form, implementation checklist, quality assurance process, and kick-off call agenda!

•  Conducted by Account Manager!

•  Duration: 1 hour!

•  Who should attend:!–  Anyone who will be working with Maxwell to implement clients!

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Bringing on Groups is Easy!1.  You’ll notify your AM of groups you want to bring on!

2.  You provide census and plan information, and the Maxwell team creates groups’ custom portals (in days or weeks, not months!)!

3.  We’ll help you deploy your first handful of clients quickly so you get some reference-able clients on the platform!

4.  You start leveraging the co-branded materials provided by Maxwell to win new business and generate interest!

Boston, MA and New York, NY! @maxwellhealth!

fb.com/maxwellhealth!