re-inventing the healthcare broker business model

Highly Confidential

Retain and increase business, guaranteed!

Re-inventing the

Healthcare Broker Business Model

Healthcare Performance Management Software and Solutions

The Changing Broker Business Model

2

Insurance commissions

are being reduced

or eliminated ...

Are you

prepared?

The Changing Broker Business Model

3

Retention has become

more difficult ...

Do you have

the right tools to

compete?

The Changing Broker Business Model

4

Clients want

not spread-sheeting and RFP’s ...

Can you deliver?

The Changing Broker Business Model

5

Will you

be able to adapt

and survive?

Healthcare Reform

is changing the broker

business model ...

Your New Broker Business Model

6

Engage At-Risk

Members

Analyze Claims Data

in Real-Time

Predict Future

Health Costs

Reduce Spending,

Not Benefits

Guide and advise your clients with

Healthcare Performance Management Technology & Tools

Superior Savings for Clients

7

* PE/PY = Per Employee / Per Year

Healthcare Performance Management Now brokers can deliver measurable ROI

$3.3M Savings

-$462 PE/PY*

$463K Savings

-$319 PE/PY

$1.1M Savings

-$1,441 PE/PY

$2.34M Savings

-$1,200 PE/PY

Superior Results for Brokers

8

“In January of 2011, I wrote a new

2,500 employee life group… a publicly

traded company using one of the big

national consulting firms.

The reason I won the account was

because I brought WellNet’s

Healthcare Performance Management

to the client’s attention.”

Bill Lavis, Broker

Sitzmann Morris & Lavis Oakland, California

The WellNet Partner Solution

9

Our turn-key

Healthcare Performance Management business model for brokers, advisors & consultants

• Predict medical costs in real-time

• Advise clients on how to

avoid & reduce healthcare spending

• Develop customized action plans

Retain and increase business, guaranteed!

10

Improve Overall Plan Performance

11

Analyze & interpret plan data in real-time

with more than 30 customizable views

Deliver Immediate Plan Savings

12

Measure & Report

Results

Determine

Indicators

Target & Engage

Members

Deliver

Incentives

Increase member engagement

with pinpointed

campaign management tools

Increase Member Engagement

13

45%

WellNet engages an average of

9x the industry norm*

for disease management and wellness programs

*Source: Disease Management, Volume 10, Number 5. Scott MacStravic, Ph.D.

of its members

Why Choose WellNet?

• Increase meetings & close rates

• Improve client retention

• Write new broker of records

• Create competitive advantages

• Generate new revenue streams

14

The Proven Advantages of

Healthcare Performance Management

Your Broker Tool Kit

• Leads & Sell Sheets

• Marketing Letters

• White Papers

• References

• Training & Certification

• Broker Concierge

15

WellNet provides everything you need

to increase retention & win new business

Depend on our Proven Technology

16

Claims Data Still A Secret

Weapon in Care Cost

Containment,

October, 2010

Devouring a Plateful of Data,

June, 2011

Segmented Care. Using

Technology Can be the Glue That

Holds Segmented Care Together,

April, 2011

WellNet Technology…

Recognized for its industry-leading results

Option 1 Option 2 Option 3 Option 4

Small Groups < 250 Standard Plan Designs

Large Groups > 250 Variable Plan Designs

Large Groups > 250 Large Groups > 250

Rx Benefits Rx Benefits Rx Benefits Rx Benefits

Care Management Care Management Care Management

TPA TPA

6% commission Additional

Consulting Fee & Override

Additional

Consulting Fee & Override

Additional

Consulting Fee & Override

Our Flexible Partnership Model

17

Healthcare Performance Management is available in 4 turn-key options

WellNet doesn’t sell health insurance, We make it better!

Megan Crawford Broker/Consultant Liaison, WellNet Healthcare Group

800-808-4014 | mcrawford@wellnet.com

Retain & Increase Business

Partner with WellNet

Call 800-808-4014 today!

Generate new revenue streams with

Healthcare Performance Management

Receive a Complimentary Action Plan • Plan benchmarking & efficiency analysis

• Risk profile and cost savings

• Actionable roadmap complete with ROI

• For qualified clients, no cost/obligation, $50,000 value

www.wellnet.com

800-808-4014

About WellNet Healthcare Group

WellNet Healthcare Group, a national

healthcare management company, is a

leader in providing employers and plan

sponsors fully integrated, performance

driven healthcare services.

We leverage the lowest net Rx benefit

cost and use this data set as the earliest

indicator to predict future risks and

costs in real-time.

WellNet’s proven management,

measurement and highly targeted

member engagement approach uses

cutting-edge technology to deliver

accelerated and unprecedented cost

savings and efficiency gains that lower

total medical benefit expenses today.

Founding Member