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Corporate Marketing MaterialsSell Sheets/Brochures, Assets (Case Studies, Guides, Infosheets, Infographics, Whitepapers, Videos), Campaigns, Etc

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Table of Contents

Sell Sheets and Brochures

Assets (Case Studies, Guides, etc.)

Assets - Videos

• Group Specific Videos

• Consumerism

• Employee Explainer Videos

• Employer Videos

• CompleteCare, NIS Enroll, Retirement Incentives

Videos, Retirement Income

Videos, Corporate

• NIS Monthly Video

• NIS Conference

• Steve Smith - Ted Talk

• Rep Training Videos

Videos, Open Enrollment

Saving Public Sector Groups Money:

• NIS Enroll

• CompleteCare

• Self-Funded Advantage Solution

• Retirement Incentives

• Upcoming Webinars

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9-10

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17-18

Page(s)

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Table of Contents (cont.)

NIS Blueprint

Full Benefits Consulting (FBC)

Ochs Materials

Consumerism Campaign

Presentations

NIS Misc (Currently AP/NIS Digital Letterhead and ID Theft email template)

NIS Virtual Backgrounds

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265

Page(s)

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NIS Corporate and Carrier Information

HR Tools

Employee Materials

Insured Products

• 1 - Products and Services (NIS)

• 6 – NIS BHAG

• 7 – NIS Core Values

• 8 - NIS Trust

• 12 – NIS Corporate Commitment to Charity

• 20 – About NIS

• 21 – Who is KCL

• 22 – Who is MNL

• Asset - Guide to FBC Services (formerly brochure #144)

• 144 FBC AssuredExcellence Marketing Materials through Implementation

• 144 FBC CompleteCare Marketing Materials through Implementation

• 144 FBC Placing Regenexx in at a Self-Funded Account

• 16 – MyWave Connect & HR Hotline

• 38 – MNL Online Capabilities

• 38b – Online Capabilities (Generic)

• 54 – BenefitBridge

• 58 - NIS Online EOI (KCL)

• 58 - NIS Online EOI (MNL)

• 39 - MNL Online Capabilities (formerly 106)

• 44 – Long-Term Supplemental

• 45 – Conversion Reminder (no carrier listed)

• 45 KCL – Conversion Reminder

• 45 MNL – Conversion Reminder

• 46 – Generic Group Disability

• 47 – Employer Paid Life Insurance

• 48 – Voluntary Life

• 49 – Supplemental Life

• 50 – Supplemental Life/AD&D

• 51 – Voluntary LTD

• 52 – Voluntary STD

• 53 – STD MNL Telephonic Claims Instructions

• 55 – Employee Beneficiary Reminder

• 57 - NIS Online EOI Instructions

• 59 - NIS Online EOI Checklist

• 72 – ID Theft

• 135 - LifeWorks Telemedicine (EAP)

• 135 - LIFT Overview, EE version (EAP)

• 137 – EAP Stuffer (Spanish Version)

• 137 – EAP Stuffer (English Version)

• Dental – Did you Know

• Dental – In-Network

• 34 – Long-Term Supplemental (MNL)

• 34 - Long-Term Supplemental (KCL)

• 35 – Vision

• 36 – Dental

• 40 - Work From Home/Disability (MNL)

• 75 - Worksite Benefits

• 80 – Self-Funding

• 81 – Health Insurance

• 82 – ER Paid Disability - (KCL)

• 82 - ER Paid Disability - (MNL)

• 83 - EE Paid Disability (KCL)

• 83 – EE Paid Disability (MNL)

• 84 - ER Paid and Voluntary/Supp Life Insurance (KCL)

• 84 – ER Paid and Voluntary/Supplemental Life Insurance (MNL)

• 90 – SimpleLife

NIS Sell Sheets

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Retirement Income Products

Value Added No Cost Upgrades

The NIS Advantage

• 123 - SERP

• 124 – RI Product Overview

• 125 – Active EE Solutions/FSA

• 126 – Active EE Solutions/Funded HRA

• 127 – Retiree Solutions - Defined Contributions Using HRA or 403b/401a

• 128 – Retiree Solutions - HRA in Lieu

• 129 – Retiree Solutions - Sick Leave/Severance Buy-Outs

• 130 – Retiree Solutions - Special Pay Plan

• 131 – Retiree Solutions - HRA vs. 403b chart

• 132 – Funding Solutions - OPEB

• 73 – ID Theft (for use with Employers)

• 76 – NIS Enroll - PEC (for use with Employers)

• 77 – NIS Enroll - Building Blocks (for use with Employers)

• 135 - NIS Embedded and Enhanced EAP

• 135 - LifeWorks LIFT (EAP)

• 136 – EAP (for use with Employers)

• 2 – Proactively at Work (MNL)

• 5 – Life Waiver Service

• 33 - Simplified Administration (KCL)

• 33 – Simplified Administration (MNL)

• 78 - CompleteCare

NIS Sell Sheets, continued

The following document is only for use with the following:

» Benefit is only eligible to K-12 schools districts who have 100% employer-paid LTD plans with MNL

» Currently approved in these states: MN, NE, PA, IA, IN, WI

• 74 - Active Assailant (for use with Employers who meet the above restrictions)

Optional Plan Enhancements• 13 – MPEB Medical Premium Expense

Benefit - (MNL)

• 13 - MPEB Medical Premium Expense Benefit- (KCL)

• 14 – Step-Up to 85% Disability Insurance (KCL)

• 14 – Step-Up to 85% Disability Insurance (MNL)

• 119 – Lifestyle LTD (MNL)

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Case Studies • Anoka-Hennepin School District MN - How Anoka-

Hennepin School District Introduced a Consumer-Driven Health Plan and Achieved a 35% Participation Rate

• Freeborn County MI - How Freeborn County Saved Their Health Plan Benefit From Extinction

• Regenexx - Public Entities Partner with Regenexx to Reduce Orthopedic Surgical Spend (note - NIS did not produce this case study)

• How Integrated Services of Kalamazoo Received Significant Medical Cost Savings Plus a No-Cost Online Benefit Administration System - Michigan

Checklists• Disability Claims Checklist

Guides• Benefit Administration & Online Enrollment Systems

Buyers Guide

• Health Insurance Rx

• HITA Survival Guide (MN)

• Guide to Insurance Committees

• PA 106 Survival Guide (MI)

• Guide to Restructuring Retiree Benefits

• Why Work with a Public Sector Specialist (Life/Disability)

• Why Integrated HRAs May Work Better than HSAs

• Long Term Disability Insurance Claim Guide (MNL Clients Only)

• Group Term Life Insurance Claim Guide (MNL Clients Only)

• Understanding Self-Funded Vs. Fully-Insured Health Plan

• A Guide to Employer-Managed Care: On-Site Clinics and Wellness Centers

• Taxability of Employer-Provided Group Term Life Insurance Benefits

• NIS Consultants Help Public Sector Organizations Find Savings

Infographics/Infosheets• Dental - The 2-2-2 Rule

• Dental - Best and Worst Foods for Dental Health

• Disability Claims Flowchart

• Disability Insurance Terms Glossary

• What is Disability Insurance?

• COVID-19: FAQ: How COVID-19 May Impact Your Medical Savings Accounts

• COVID-19: 2020 Benefit COVID-Related and Other Benefit Plan Changes

• COVID-19: Choosing Safer Activities

• COVID-19: Vaccine and Testing Mandate Employer Obligations

• 5 Ways to Support Employee Mental Health

• 6 Signs of Employee Burnout

• Health Rx - 5 Ways to Reduce Health Costs

• Holiday Wellness: Health Holiday Food Choices

• Holiday Wellness: 25 Simple Ways for Self Care Over the Holidays

• Holiday Wellness: Hectic Holiday? Battling Holiday Depression and Stress

• How Much Should You Contribute into Your FSA?

• How Your FSA-HRA Work Together

• HRA HSA FSA Comparison

• Life Insurance Glossary

• Life and Disability Insurance Glossary

• Self-Funding Advantages

• 2020 IRS Contribution Limits Infosheet

• 2021 IRS Contribution Limits Infosheet

• 2022 IRS Contribution Limits Infosheet

• How NIS Consultants Work with Your Carrier (Carrier vs NIS)

• Pandemic Increases Benefits Technology Adoption

• Why NIS Needs a Census

AssetsCase Studies, Guides, Infosheets, Infographics, Etc.

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Group Specific Videos*

Consumerism Videos

Employee Videos - Generic Explainer Series

Employer Videos

• Anoka-Hennepin School District (MN) Understanding Your Health Insurance Benefit Options - 2021 Plan Year (for employees)

• Anoka-Hennepin School District (MN) Understanding Your 403(b) Benefit (for employees)

• City of Suffolk (VA) - Voluntary Long-Term Disability Insurance

• Waukegan CUSD Supplemental Life Enrollment (IL) [this video was not used by the group since the enrollment did not occur - but gives an example of what we can put together]

• FSAs and HSAs - What They Are, and How You Can Utilize Them Both to Save on Out-of-Pocket Costs

• HSAs - What They Are, and How You Can Utilize Them to Save on Out-of-Pocket Costs

• HRAs - What They Are, and How You Can Utilize Them to Save on Out-of-Pocket Costs

• Learn More About Your FSA and HRA

• Self-Funding (employee focused video)

• In-Network vs Out-of-Network

• Long Term Disability

• Voluntary Long Term Disability

• Short Term Disability

• Voluntary Short Term Disability

• Life Insurance

• Voluntary Life Insurance

• ID Theft

• Employee Assistance Program (EAP)

• First 90 Days of Being an NIS FBC Customer

• Medical Savings Accounts - Which Ones Work Best for Public Sector Employers

• MyWave Connect - How Are You Staying Up to Date?

• Self-Funding 101 - What is Self-Funding?

• Self-Funding 101 - Stop-Loss Overview

• Self-Funding 101 - Advantages and Disadvantages

• Self-Funding 101 - Is Self-Funding Right for Your Organization?

Assets - VideosThe videos below are for reference - if you have a client that needs to add a consumerism video to their website, or they need to share it with their employees via a landing page we

create, let us know.

* If you have a group that you think would be a good fit for a customized explainer video like the examples above, please discuss with Marketing before offering it to the group.

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Assets - Videos, continued

NIS Enroll

• NIS Enroll - How to Sell Clients on NIS Enroll featuring Steve Smith (Internal Use)

• NIS Enroll - How You Can Streamline Your HR Process (Generic)

• NIS Enroll - How NIS Enroll Can Streamline Your HR Process (WI Version)

• Webinar - NIS Enroll - Building Blocks Demo 02.24.21

• Webinar - NIS Enroll - PEC Demo 02.24.21

Retirement Incentives

• Overcoming Budget Obstacles with Simple Solutions: Retirement Incentives Webinar for Schools and Municipalities 04.28.21

• Supplemental Early Retirement Plan (SERP)

CompleteCare

• MN Sartell Saint Stephen ISD 748

• CompleteCare, presented by Keenan (internal use)

• CompleteCare for Sales

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Assets - RI VideosAt the beginning of the pandemic, we couldn’t meet in person to go over retirement income benefits with retiring employees. So, we developed the following educational videos to effectively help employees safely learn about their benefits at their convenience.

Now, these videos continue to remain useful, especially for clients in remote locations or with a low number of retirees. If you’re interested in creating custom videos and landing pages like these, contact Valerie Ortiz or Sam Rasmussen in the Marketing Department.

RI: How to Use Your Employer-Sponsored 403(b) in Retirement

• How to Use Your Employer-Sponsored 403(b) in Retirement - Adam Kuck

• How to Use Your Employer-Sponsored 403(b) in Retirement - Caitlin Herdeman

• How to Use Your Employer-Sponsored 403(b) in Retirement - Debbie Holewinski

• How to Use Your Employer-Sponsored 403(b) in Retirement - Mike Strobl

RI: How to Use Your Special Pay Plan in Retirement

RI: HRA New Contract Journey and New Contract Relius

• How to Use Your Special Pay Plan in Retirement - Adam Kuck

• How to Use Your Special Pay Plan in Retirement - Caitlin Herdeman

• How to Use Your Special Pay Plan in Retirement - Debbie Holewinski

• How to Use Your Special Pay Plan in Retirement - Mike Strobl

• How to Use Your Special Pay Plan in Retirement - Old Contract - Adam Kuck

• How to Use Your Special Pay Plan in Retirement - Old Contract - Caitlin Herdeman

• How to Use Your Special Pay Plan in Retirement - Old Contract - Debbie Holewinski

• How to Use Your Special Pay Plan in Retirement - Old Contract - Mike Strobl

• HRA New Contract Journey - Adam Kuck

• HRA New Contract Journey - Caitlin Herdeman

• HRA New Contract Journey - Debbie Holewinski

• HRA New Contract Journey - Mike Strobl

• HRA New Contract Relius - Adam Kuck

• HRA New Contract Relius - Caitlin Herdeman

• HRA New Contract Relius - Debbie Holewinski

• HRA New Contract Relius - Mike Strobl

RI: PO-HRA New Contract Journey and New Contract Relius

• PO-HRA New Contract Journey - Adam Kuck

• PO-HRA New Contract Journey - Caitlin Herdeman

• PO-HRA New Contract Journey - Debbie Holewinski

• PO-HRA New Contract Journey - Mike Strobl

• PO-HRA New Contract Relius - Adam Kuck

• PO-HRA New Contract Relius - Caitlin Herdeman

• PO-HRA New Contract Relius - Debbie Holewinski

• PO-HRA New Contract Relius - Mike Strobl

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Assets - RI Videos, continued

RI: HRA Old Contract Journey and Old Contract Relius

• HRA Old Contract Journey - Adam Kuck

• HRA Old Contract Journey - Caitlin Herdeman

• HRA Old Contract Journey - Debbie Holewinski

• HRA Old Contract Journey - Mike Strobl

• HRA Old Contract Relius - Adam Kuck

• HRA Old Contract Relius - Caitlin Herdeman

• HRA Old Contract Relius - Debbie Holewinski

• HRA Old Contract Relius - Mike Strobl

RI: PO-HRA Old Contract Journey and Old Contract Relius

• PO-HRA Old Contract Journey - Adam Kuck

• PO-HRA Old Contract Journey - Caitlin Herdeman

• PO-HRA Old Contract Journey - Debbie Holewinski

• PO-HRA Old Contract Journey - Mike Strobl

• PO-HRA Old Contract Relius - Adam Kuck

• PO-HRA Old Contract Relius - Caitlin Herdeman

• PO-HRA Old Contract Relius - Debbie Holewinski

• PO-HRA Old Contract Relius - Mike Strobl

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Videos - Corporate

Monthly Update from Hank Ehrsam

• June 2021 Update • July 2021 Update

NIS Conference on February 9, 2021

• All Employee Meeting 2.9.21

• All Employee Meeting - Core Values

• All Employee Meeting - CCC Update

• Blueprint Sales Process

• Building Blocks and PEC Implementation Process

• Center of Excellence presented by Bill Enright, Steve Mangapit, and Bill Urick

• FBC Product Service Review

• HubSpot Prospecting presented by Valerie Ortiz

Steve Smith .... Ted Talk

• Steve Smith discusses Appropriate Pricing

• Steve Smith discusses Claims Analysis

• Steve Smith discusses Employee Education

• Steve Smith discusses Local Agent

• Steve Smith discusses Negotiating Renewals

• Steve Smith Full Video

Training Links

• Training - Best Practice 5.10.21

• Training AR - Worksite Benefits 4.20.21

• Training - Retirement Income Overview 6.28.21

• Training AR - Health Insurance 101

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Open Enrollment VideosAt the beginning of the pandemic, we couldn’t meet to hold in-person employee open enrollment meetings. Together with our account representatives, we created the following videos to effectively help employees safely learn about their benefits at their convenience.

If your customer needs an open enrollment video, please contact Valerie Ortiz or Sam Rasmussen in the Marketing Department.

Marketing has created Open Enrollment Best Practices to assist you in creating an open enrollment video.

Central Region

• OE - IA Knoxville CSD - Group Supplemental Life Insurance (2021 May 1st - 31st)

• OE - NE Wakefield Community School - Group Supplemental Life Insurance (2021 March 1st - 12th)

Michigan Region

• OE - IN Dubois County LTD 11.20.20

• OE - IN Dubois County Life Insurance 11.20.20

• OE - PA PSEA - Voluntary Life (2020 10)

• OE - PA PSEA - Voluntary Long Term Disability (2020 10)

Minnesota Region

• OE - MN Benton-Stearns Education District 6383 (2020 Aug 31st - Sept 11th)

• OE - MN Little Falls Community Schools - Dental (2020 May 15th - June 12th)

• OE - MN Little Falls Community Schools - Vision (EyeMed) (5.13.2020)

• OE - MN Little Falls Community Schools (2021 May 17th - June 18th)

• OE - MN Mankato Area Public Schools (5.13.2020)

• OE - MN Owatonna ISD - Further (2020 6.24)

• OE - MN Owatonna Public Schools (06.24.2020)

• OE - MN St Paul ISD 625 - Group STD Insurance (2020 10)

• OE - MN St. Peter ISD 2020

• OE - MN Worthington ISD 518 - Dental 04.21

• OE - MN Worthington ISD 518 - Vision (2021 04)

Wisconsin Region

• OE - WI DeForest ASD - STD (July 1, 2020)

• OE - WI Elmbrook School District - Short Term Disability (2020 Oct)

• OE - WI Hudson SD - Short Term Disability

• OE - WI Little Chute ASD (2021 06.03)

• OE - WI Marinette County - Group Supplemental Life Insurance (2021 April 1st - 30th)

• OE - WI Moraine Park Technical College - STD (2020 Oct 7th - 22nd)

• OE - WI Northern Ozaukee School District - Short Term Disability (2020 09)

• OE - WI Northern Ozaukee School District (2021 05.18)

• OE - WI Osseo Fairchild School District - Group Supplemental Life Insurance (2021 April 12th - 23rd)

• OE - WI Port Edwards School District - Life Insurance - (2020 Nov 1st)

• OE - WI Stoughton ASD - Group STD (May 11-June 1)

• OE - WI Superior School District - Group STD 05.21

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NIS EnrollBuilding Blocks and PEC Solution Launch Resources

In these unprecedented times, many schools and other local governmental entities find themselves being closed with some uncertainty on when organizations will reopen, and normal life will resume. NIS has partnered with Building Blocks and PEC to provide a solution for employers upcoming enrollments “NIS Enroll”, a benefit administration and electronic enrollment system.

• Building Blocks (MN for employers with 250 or less employees, all others 100 or less)

• PEC (MN for employers with 250+ employees, all others over 100)

Call Scripts For Reps to use if they want to call their customers/prospects direct. Note: this item also includes webinar invite language.• NIS Enroll webinar script

HubSpot Email Templates (Introducing NIS Enroll) For Reps to use if they want to email their customers/prospects• NIS Enroll – Building Blocks

• NIS Enroll – PEC

Forgot how to use HubSpot for email templates?• Video: How to use HubSpot Email Templates

Additional Email Softer approach about NIS Enroll, this email can be sent out by Marketing through HubSpot• NIS Enroll email template

Upcoming Live Webinar Invitation Links• NIS Enroll: Building Blocks Virtual Enrollment

Demo, TBD

• NIS Enroll: PEC Virtual Enrollment Demo, TBD

Recorded Webinars/Videos• Building Blocks webinar replay Feb 24th 2021

• PEC webinar replay Feb 24th 2021

Sell Sheets/Flyers• Building Blocks Sell Sheet

• PEC Sell Sheet

• PEC Flyer

Building Blocks Electronic Enrollment• Building Blocks Remote Virtual Benefit

Enrollment and Building Benefit Program Value-Add

Internal Video

• How to sell and encourage the use of NIS Enroll with Steve Smith

NIS Enroll Video• How NIS Enroll can streamline your HR process

Partner Companies

If you have any questions, please contact Bill Enright

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CompleteCareSolution Launch Resources

CompleteCare is an innovative product that incentivizes eligible employees to waive medical coverage on a voluntary basis and enroll in their spouse’s employer’s group medical plan. Employees that participate in CompleteCare can be reimbursed up to 100% of their out-of-pocket medical expenses.

• CompleteCare Website

Recorded Educational Video (for internal use only)• CompleteCare Education by Keenan

HubSpot Email Templates (Introducing CompleteCare) For Reps to use if they want to email their customers/prospects• CompleteCare

Forgot how to use HubSpot for email templates?• Video: How to use HubSpot Email Templates

PowerPoint• CompleteCare - NIS Branded

Upcoming Live Webinar Invitation Links• Overcoing Budget Obstacles with Simple Solutinos:

CompleteCare Cost Reduction - A True Win-Win Register: Coming Soon

Videos• CompleteCare education by Keenan – employer

perspective

• CompleteCare education by Keenan – employee perspective (see “Client Materials”)

Client Materials• CompleteCare PowerPoint download (Mahtomedi

example)

• CompleteCare email to employees (Mahtomedi example)

• CompleteCare video to employees branded to group (in email above, Mahtomedi example)

• CompleteCare survey to employees (Mahtomedi example)

• CompleteCare Enrollment Guide for employees

CompleteCare DashboardKeenan is creating dashboards for each of their CompleteCare clients that shows the performance of CompleteCare over time in the main three categories: Enrollment, Premium Savings, and Utilization Reduction (Claims Savings).

Keenan will be creating these for your clients as well, however, we really need a year under our belts to make it compelling. This is in addition to what J&K provides on a monthly or quarterly basis.

FAQ• CompleteCare

Sell Sheet• CompleteCare

Guide• CompleteCare Guide

• MERP Guide

Case Study • Public Agency 1,000 Employees by Keenan

• Mandatory group (Shawano)

• CompleteCare Version

• MERP Version (WI only)

• Vountary group (Mahtomedi)

• CompleteCare Version

• MERP Version (WI Only)

Implementation Documents (COMING SOON)

Testimonials (COMING SOON)

If you have any questions, please contact Valerie Ortiz

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Self-Funded Advantage SolutionIf you have any questions, please contact Bill Enright

Sell Sheets• NIS Self-Funded Advantage - ALL OTHERS

• NIS Self-Funded Advantage - WI COMPLETECARE VERSION

• NIS Self-Funded Advantage - WI FAMILY SAVINGS PLAN VERSION

Resources

• FBC - Taking a Group from Fully Insured to Self-Funded

• 12 Month Timeline - Fully Insured to Self-Funded

• NIS Self-Funded Advantage Contacts

Quote Checklists:• PBM Checklist

• NIS Self-Funded RFP Checklist - MI and WI Version (Prairie States)

• NIS Self-Funded RFP Checklist - MN (BCBS)

Flowchart:• Michigan Version

• Minnesota Version

• Wisconsin-CompleteCare Version

• Wisconsin-Family Plan Version

Bundles• Self-Funded Advantage - MI

• Self-Funded Advantage - MN

• Self-Funded Advantage - WI

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Retirement Incentives

Retirement Incentive Flyer• General (no rep)

• Adam Kuck

• Bill Disch

• Clyde Villa

• Ken Zastrow

• Landon Mowry

• Mary Sugg

• Steve Ott

Retirement Incentive Infographic • Overcoming Budget Obstacles with Simple Solutions: Retirement

Incentives

SERP • Supplemental Employee Retirement Plan (SERP) Flyer

• Supplemental Employee Retirement Plan (SERP) Video

Recorded Webinars/Videos• Retirement Incentives for Schools (1/26/21)

• Retirement Incentives for Municipalities (1/26/21)

Solution Launch Resources

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Upcoming WebinarsNIS Enroll: Building Blocks Virtual Enrollment DemoTBD 2021, 1 – 2 pm CSTRight now, many schools and other local governmental entities find themselves being closed with some uncertainty on when organizations will reopen, and normal life will resume. NIS has partnered with Building Blocks to provide a solution for employers’ upcoming enrollments. NIS Enroll is a benefit administration and electronic enrollment system to help employers with their enrollment and benefit needs. Learn how to simplify administrative burdens and provide an enhanced employee experience. Join us for a virtual demonstration of how this platform works.

Register Link

NIS Enroll: PEC Virtual Enrollment DemoTBD 2021, 10 – 11 am CSTRight now, many schools and other local governmental entities find themselves being closed with some uncertainty on when organizations will reopen, and normal life will resume. NIS has partnered with Building Blocks to provide a solution for employers’ upcoming enrollments. NIS Enroll is a benefit administration and electronic enrollment system to help employers with their enrollment and benefit needs. Learn how to simplify administrative burdens and provide an enhanced employee experience. Join us for a virtual demonstration of how this platform works.

Register Link

Overcoming Budget Obstacles with Simple Solutions: CompleteCare Cost Reduction – A True Win-WinWednesday, TBD, 10 – 11 am CSTMany employers are facing tough budget decisions this year, forcing them to take a hard look at their benefits package. What if there was a way to increase your employees’ benefits while reducing the cost of your medical plan? CompleteCare is a medical expense reimbursement plan that incentivizes eligible employees to enroll in an alternative group medical plan for the opportunity to be reimbursed up to 100% coverage on their out-of-pocket expense.

Learn more about CompleteCare and how it works, why it’s a win-win solution for both employees and employers, and a real life example of how much one employer has saved.

Register: Coming Soon

Overcoming Budget Obstacles with Simple Solutions: Retirement Incentives for SchoolsWednesday, TBD, 2021, 10 – 11 am CSTRight now, you may be facing challenges associated with COVID-19 – budget shortfalls, a reduction to services and staff, and teacher/employee retention hurdles. In our webinar, you’ll learn about our retirement incentive solutions that can help you maximize the value of both voluntary separation and employee retention initiatives. Create a win-win for you and your employees by implementing a Health Reimbursement Arrangement (HRA), Special Pay Plan (SPP), or a Supplemental Early Retiree Plan (SERP).

Register: Coming Soon

(continued)

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Upcoming Webinars, ContinuedOvercoming Budget Obstacles with Simple Solutions: Retirement Incentives for MunicipalitiesWednesday, TBD, 2021, 1 – 2 pm CSTRight now, you may be facing challenges associated with COVID-19 – budget cuts, possible reductions in force, or layoffs. In our webinar, you’ll learn about our retirement incentive solutions that can help you maximize the value of both voluntary separation and employee retention initiatives. Create a win-win for you and your employees by implementing a Health Reimbursement Arrangement (HRA), Special Pay Plan (SPP), or a Supplemental Early Retiree Plan (SERP).

Register: Coming Soon

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NIS BlueprintCommon to Both Schools and “Other Groups”:• Cover Sheet

• Scorecared Discovery Session Questions (Internal Use Only)

• Blueprint Process

For Use with Schools:• NIS Blueprint Sell Sheet – Schools

• Employee Benefits Scorecard – Schools

• Employee Benefits Scorecard – Schools (MINNESOTA GROUPS)

For Use with Other Groups:• NIS Blueprint Sell Sheet – Other

• EE Benefits Scorecard – Other

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Full Benefits Consulting (FBC)

Assets: • Guide to FBC Services (formerly brochure #144)

• NIS Consultants Help Public Sector Organizations Find Savings

• How NIS Consultants Work with Your Carrier (Carrier vs NIS)

• Anoka-Hennepin School District MN - How Anoka-Hennepin School District Introduced a Consumer-Driven Health Plan and Achieved a 35% Participation Rate

• Freeborn County MI - How Freeborn County Saved Their Health Plan Benefit From Extinction

• Regenexx - Public Entities Partner with Regenexx to Reduce Orthopedic Surgical Spend (note - NIS did not produce this case study)

• How Integrated Services of Kalamazoo Received Significant Medical Cost Savings Plus a No-Cost Online Benefit Administration System - Michigan

• Video: First 90 Days of Being an NIS FBC Customer

Consumerism Videos:• FSAs and HSAs - What They Are, and How You Can

Utilize Them Both to Save on Out-of-Pocket Costs

• HSAs - What They Are, and How You Can Utilize Them to Save on Out-of-Pocket Costs

• HRAs - What They Are, and How You Can Utilize Them to Save on Out-of-Pocket Costs

• Learn More About Your FSA and HRA

• Self-Funding (employee focused video)

• In-Network vs Out-of-Network

Employer Videos:• First 90 Days of Being an NIS FBC Customer

• Medical Savings Accounts - Which Ones Work Best for Public Sector Employers

• MyWave Connect - How Are You Staying Up to Date?

• Self-Funding 101 - What is Self-Funding?

• Self-Funding 101 - Stop-Loss Overview

• Self-Funding 101 - Advantages and Disadvantages

• Self-Funding 101 - Is Self-Funding Right for Your Organization?

Steve Smith .... Ted Talk:• Steve Smith discusses Appropriate Pricing

• Steve Smith discusses Claims Analysis

• Steve Smith discusses Employee Education

• Steve Smith discusses Local Agent

• Steve Smith discusses Negotiating Renewals

• Steve Smith Full Video

Sell Sheets/Flyers:• 144 FBC AssuredExcellence Marketing Materials

through Implementation

• 144 FBC CompleteCare Marketing Materials through Implementation

• 144 FBC Placing Regenexx in at a Self-Funded Account

• 147 - FBC Prospect Questionnaire

• 148 - FBC Fact Sheet - Schools

• 148 - FBC Fact Sheet - Municipalities

• 148 - FBC Fact Sheet - Other

• 149 - FBC Team Roles

Additional Materials:• NIS Blueprint (click to go to page)

• Consumerism Campaign click to go to page)

• Self-Funded Advantage Solution (click to go to page)

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Ochs Materials

• About MNL (#22)

• ID Theft - Employees (#72)

• ID Theft - Employers (#73)

• MNL Online Capabilities - Employees and Employers (#106)

• Group STD Insurance - Employees (#110)

• Group LTD Sell Sheet - Employees (#111)

• Voluntary STD Sell Sheet - Employees (#115)

• Voluntary LTD Sell Sheet - Employees (#116)

• EAP - Employers (#136)

• EAP - Employees (#137)

• Online EOI (MNL Groups) - Employer Sell Sheet

• Online EOI (KCL Groups) - Employer Sell Sheet

• Online EOI Instructions for Employees

• Online EOI Checklist for Employees

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Consumerism CampaignOur employee consumerism campaign helps your clients’ employees learn how to utilize in-network providers, get discounts on prescription medications, understand what level of care they need, the importance of mental health, and more.

This campaign offers many ways for employees to stay engaged with their consumer education by utilizing helpful articles, videos, posters, online quizzes and recipe books. The consumerism campaign is free to our customers. They will receive a consumerism email once a month. Contact Valerie Ortiz or Sam Rasmussen in the Marketing Department to start a campaign for your clients.

Intro Email and Email #1

Customer will receive the Consumerism Intro email below

• Consumerism Intro

Depending on the group, they will receive one of the three emails below

• Consumerism - 1A New Self-Funded Groups

• Consumerism - 1B Old Self-Funded Groups

• Consumerism - 1C Fully Insured

Email #2 - #5

• Email #2 - How to know where to go when you or your loved one is sick

• Email #3 - Need healthcare? Read this first

• Email #4 - The things thrifty people do to save on prescriptions

• Email #5 - Here’s a high-five for health!

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PresentationsThe following videos were created for association conference presentations during the pandemic when we couldn’t attend these shows in person.

However, opportunities continue to arise where we can place a video before conference webinars.

If you’d like a video created for an upcoming conference, please contact the Marketing department at [email protected].

Presentations

• Presentation - IA IASBO 2021 - How to Effectively Manage Change presented by Steve Ott

• Presentation - MI MSBO 2021 - COVID-19 Impacts on Behavioral Health and Technology Trends by Scott Fritz and Pierre Guilfoile

• Presentation - MN MSBA 2021 - Steve Smith

• Presentation - NE Fall Education Tech Conference - Voluntary Benefits - Megan Ware/NIS 07.30.20

• Presentation - IASBO - Early Retirement Incentives - Steve Ott

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NIS MiscDigital Letterhead, Emails, etc...

• AP/NIS Digital Letterhead (Word Doc) (also found on the Everyone Drive: Y:\Marketing\LETTERHEAD Word Templates\ nis-ap-digital-letterhead-rev-10-20)

• ID theft Announcement

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Virtual BackgroundsTo access the co-branded virtual background(s) you’d like to add to your Ring Central Meetings:

• Download from our Box.Com account

• Retrieve from the Everyone drive: Marketing/Virtual Background

Use the file name listed below the thumbnails to locate what you are looking for.

How to add a virtual background in Ring Central

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