takes them
paperless
simplifies benefits
administration
For employers, Maxwell:
provides a better
employee experience
that increases
retention and
productivity

provides an
awesome
experience
shopping for and
enrolling in benefits
helps them to better
understand how to use their
benefits via lifestyle
products like an integrated
concierge service and
telemedicine
includes a mobile app:
• acts as a virtual insurance
card with convenient
access to all benefits
• provides on-the-go support
for benefits questions
• streams in data from
fitness devices and allows
them to redeem rewards
for being active
For employees, Maxwell:

Maxwell Overview
Goal: To make HR and benefits simple for employers and employees
• Venture-backed tech company based in Boston, MA
• 160 employees
• Launched in early 2013
• Our mission is to make HR and benefits simple for employers and employees

Focus less on manual
nature of benefits
administration and
spend more time on
your people

EASY, GUIDED
WEB-BASED
CLIENT SETUP
• Getting clients live is fast, simple, and
totally in your control
• Web-based implementation tool,
Tempo, includes:
• Easy employer setup
• Product library
• Support from Maxwell team
• Built-in quality checks
• Get to market faster and more
efficiently
9CONFIDENTIAL INFORMATION, NOT FOR DISTRIBUTION

EMPLOYEE
MANAGEMENT
• Onboarding
• Houses your employee census
• Add new hires
• Terminate employees
• Edit employee demographic info
• Forms
• View, finalize, and download forms for
employees
• Prepare/send forms for review and/or
electronic signature
• Set up assignments to automatically
populate and send forms to employees
• Manage documents
• Upload documents for employees to
access, view, and download from within
their employee interface

• Manage and monitor annual open
enrollment, and new hire and mid-
year enrollment changes
• View Products
• Database of all plans and plan details
• Send Communications
• Send emails to all employees, groups of
employees, or specific employees
• Manage email templates
• View email log
• Manage Notifications
• Helps the right parties be notified of
events
• Set up notifications for when certain
events happen (a QLE) and who gets
notified
11
OPEN
ENROLLMENT
CONFIDENTIAL INFORMATION, NOT FOR DISTRIBUTION

• Out-of-the-box reporting and
analytics give you real-time
insights
• Reporting dashboard allows
you to access a library of
standard reports
• Run and download reports
12
REPORTING

EDI
TYPE 1
Maxwell Marketplace
Preferred Ancillary
No charge
Securely and automatically enroll employees in insurance via HIPAA 834 EDI connections
TYPE 2
Non-Preferred Ancillary
and Some Medical
Standard rates apply
TYPE 3
All Other Medical
Standard rates apply

• ACA’s employer mandate requires
a heavy administrative effort for
employers and brokers
• Benefits data stored in our platform
is an integral component
• ACA data extract to send data in a
HIPAA-compliant manner via
secure email
• Preferred ACA compliance
partners available to help with
completing, filing, and sending
IRS-required 1094 and 1095 forms
ACA

• One-way integration
• Compatible payroll reports
PAYROLL

Helps employees make
smarter decisions about
their health and financial
well-being, making sure
they maximize the value
of their benefits every
day, and can take steps
toward a healthier life

SIMPLE,
STREAMLINED
ENROLLMENT AND
MANAGEMENT • Decision support
• Ability to change benefits
based on life changes
throughout the year

• Support via web portal and
mobile app for benefits
questions
• Online and mobile access to all
benefits information in a
convenient portal
21
24/7/365
ACCESS AND
SUPPORT

• Access to all benefits information
• Virtual ID cards
• Concierge service and
telemedicine
• Fitness and rewards
• Set up and customize a rewards
store for employees
• Employees can connect Fitbit of
Jawbone fitness devices to redeem
rewards and track their progress
22
MOBILE APP

24Confidential information; not for distribution

25Confidential information; not for distribution

Built to provide you
with relevant solutions–
to strengthen your
consultative value
proposition and help
solidify your role as an
invaluable expert and
irreplaceable resource.

Preferred Ancillary Carriers
• Curated library of pre-built ancillary insurance
products
• Ability to offer products with limited to no
participation limits
• Quote requests go to Maxwell Health
• The right product for the right consumer means
better participation and more commissions

Lifestyle and Financial Products
• Lets you supplement benefits offering in a
unique way
• Products that make employees happier and
healthier, and helps them use the benefits they
already have
• Super easy to implement

• On-demand concierge service that helps
employees navigate the health system or
answer any benefit-related questions
• Includes Core Advocacy Service and
Medical Bill Saver Program (which sees
68% average savings per bill)
• Integration with Maxwell mobile app
• Available to employees, spouses,
dependents, parents, and parents-in-law
• Reach: 15,000 employer clients,
covering 45M Americans
• Bilingual staff, plus access to 150+
languages via interpreters
• Competitive pricing

• First and largest provider of telehealth
in the US
• Ability for employees (or their spouses /
children) to talk to a board-certified
doctor within 8-10 minutes
• Reach: 12 million members
• 95% employee satisfaction
• 92% of patient issues resolved
• Zero malpractice claims
• Available to all states (except Arkansas
where telemedicine isn’t permitted to
operate)
• Competitive pricing

• Fully integrated approach to
consumer-driven health care
• Combines industry-leading health
savings accounts (HSAs) with an
employer’s health plan design
• Provides:
• Easy enrollment
• Less paperwork
• Hassle-free claims
• Simplified account management
• Powerful online tools
• Educational resources
• Around-the-clock member phone support

Other Lifestyle Products

It’s not what you do,
it’s how you do it.

Easy, Guided Web-based Client Setup
Getting your clients live is fast, simple, and totally
in your control, thanks to our web-based
implementation tool, Tempo:
• Easy employer setup
• Product library
• Support from Maxwell team
• Built-in quality checks
• Get to market faster and more efficiently

With 14 locations, it’s difficult to manage and
administer the paperflow for communicating benefits
to our employees. Maxwell’s online enrollment
platform was a must-have and really simplified the
process. The system was completely embraced by
our culture and really fits in with who we are.
Clients looking to go paperless
- HR Administrator at an employer in
Southern California

The employee onboarding process is now
incredibly streamlined, and with Maxwell’s mobile
app, our employees can easily self-manage their
benefits and quickly get the answers they need.
Clients looking to simplify administration
- HR Administrator at an
employer in Seattle

This group’s participation in ancillary lines of coverage
jumped from 50% to 70% after the group’s first
enrollment on the Maxwell platform, resulting in happier
employees, leadership who know their benefits are
valued, and brand new revenue for the broker.
Clients looking to increase participation in
benefits (especially voluntary)
- Broker partner in the Midwest

More Scenarios for Sales Success
• Pursuing new business clients
• Upselling current clients using our Marketplace
• Block rollover
• Clients using a payroll system’s benefits
administration solution
• Specialty markets
• Industry-specific blocks of business

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Maxwell Health for Channel Partners

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