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Quick Facts
•	 Based in Atlanta, GA with 800+ employees across 35
markets serving over 35,000 employers nationally
•	 Named to the Inc. 5000 List of America’s fastest-
growing companies every year for 10 consecutive years
•	 Financial strength as a portfolio company of Fidelity
National Financial.
Your Team of Experts
	 20+ years of employee benefit consulting
experience to lead strategic program
development and execution
	 10+ years of benefit account management
experience to coordinate service, resolve
problems and monitor program success
	 15+ years of underwriting and actuary experience
providing critical data analysis and RFP support
	 5+ years of experience providing hands-on
support for eligibility, claims resolution and
employee advocacy
Compliance	 In-house Compliance Department lead by our
SVP of Regulatory Affairs & Reform Initiatives,
alongside our on-staff ERISA attorney to keep
you informed and your health & welfare plans
compliant
S T R AT E G I C G U I D A N C E
H E A LT H A N D P R O D U C T I V I T Y
H R R E S O U R C E
C O M P L I A N C E S E R V I C E S
B E N E F I T A D M I N I S T R AT I O N
A N A LY T I C S
E M P L O Y E E A D V O C A C Y
OneDigital delivers a powerful new approach to employee benefits brokerage and consulting. We combine the
commitment of experienced, local market advisors with the sophisticated technology and the modern experience
that high performing business leaders need to compete in the market.
1.	 Lower Costs
2.	 Better Benefits
3.	 Healthy People
4.	No Headaches
5.	 Compliance
Confidence
TOP
t
THINGS
EMPLOYERS
WANT
T H E O N E D I G I T A L E X P E R I E N C E
•	 Creative industry experts delivering a fresh new
approach to benefit design and management
#freshthinking
•	 Aggressive financial management and predictive risk
modeling to drive lower costs #relentless
•	 Practical, motivating health improvement plans that
drive engagement and behavior change for employees
#invested
•	 Hands on support and industry leading technology
#noheadaches
•	 Proactive, personalized compliance advice and support
#peaceofmind
THE CHALLENGE AHEAD
2016–2018
H E A LT H C A R E R E F O R M
1.	 Employer Shared Responsibility
2.	 Minimum Value and Affordability
3.	 Measurement and Stability Periods
4.	 6055 and 6056 ACA Reporting Requirements
5.	 ACA – Fees and Taxes
6.	 MLR Rebates
7.	 Non-discrimination Rules
8.	 Cadillac Tax
Analyst
Senior
Advisor
Client
Specialist
Managing
Principal
Kevin O'Connor | Managing Principal | koconnor@onedigital.com | O: 781.400.2505 | C: 617.529.2082
•	 Partnership with OneDigital Principal to provide
strategic consulting
•	 Implementation team to provide seamless transition
•	 Dedicated experienced, account management
providing highly accessible and responsive support
•	 Employee Advocacy - going to bat for your
employees to resolve medical claim issues, prior
authorizations and pharmacy problems
•	 Customer Advocate Center (8 AM – 8 PM / M – F)
•	 High impact employee communications and
education to assure understanding and appreciation
•	 Custom employee benefit website giving employees
and HR 24/7 access to benefit information
•	 Wellness programs that work for your organization
•	 ACA expertise and in-house technical guidance and
resources to keep you informed and compliant
•	 Continual investment in technology and products to
serve you better, including benefit administration,
human resources, and employee engagement
programs
OUR CAPABILITIESTHE EXPERIENCE
BENEFITS MARKETPLACE
This simple yet innovative solution puts employers back in control of
their health care expenses while dramatically expanding employee
choice and automating your benefits enrollment process.
VISIBILITY
Data drives the best decisions, and our suite of predictive analytic
tools uncovers deep insights and emerging risk drivers to inform
strategic decision-making and drive design and execution priorities.
COMPLIANCE EDGE
Navigating the complex web of ACA and related compliance
requirements can be a frustrating, time-consuming process.
With our team of dedicated attorneys and compliance experts
by your side, you can rest easy with the technical advice and
practical support you need to protect your organization and
your employees.
ENGAGE!
High levels of employee satisfaction and engagement are driven
directly through effective communication, and our suite of
custom communication campaigns helps to leverage your benefit
investments through clear and consistent education, awareness and
promotion.
HEALTHY U
Our workforce health experts provide practical, forthright
advice with hands on support and an array of engaging and
motivating health improvement programs that helps your
organization invest in the health of your people with high
impact, low cost solutions that deliver real results.
THINK HR
Human resources and personnel management can be one of the
most complicated and expensive areas of support for growing
companies. Our ThinkHR solution combines telephonic access to
experienced HR professionals with extensive online resources to
provide professional guidance and technical support you need at the
right time and the right price.
CUSTOMER ADVOCATE CENTER
Real, live people are available by phone to make your health
and benefits plan work better by answering questions,
researching problems and eliminating administrative
headaches.
SIMPLIFY
Our proprietary all-in-one online platform delivers a delightful
HR onboarding experience that energizes your new employees
while radically streamlining your HR and benefits paperwork.
YEAR 1 | IMMEDIATE STRATEGY
•	 Comprehensive benefit program
assessment and compliance review
•	 Establish year one objectives based on
discovered opportunities and defined
objectives
•	 Implement benefit program using multi-
pronged employee communication,
education and enrollment strategy
YEARS 2 & 3 | REFINING SUCCESS
•	 Continue program review
•	 Conduct benchmarking to compare
current benefits and contribution model to
similar employers and industries
•	 Evaluate voluntary benefit offering
•	 Establish wellness incentives / Seek carrier
wellness funds
•	 Implement benefit administration
technology solution
•	 Develop year one action calendar for
program assessment and employee
engagement
•	 Monitor program and key cost drivers
•	 Ongoing utilization review
•	 Monitor ACA and ERISA compliance as
laws continues to evolve
MULTI
YEAR
PLAN

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OneDigital Health and Benefits

  • 1. Quick Facts • Based in Atlanta, GA with 800+ employees across 35 markets serving over 35,000 employers nationally • Named to the Inc. 5000 List of America’s fastest- growing companies every year for 10 consecutive years • Financial strength as a portfolio company of Fidelity National Financial. Your Team of Experts 20+ years of employee benefit consulting experience to lead strategic program development and execution 10+ years of benefit account management experience to coordinate service, resolve problems and monitor program success 15+ years of underwriting and actuary experience providing critical data analysis and RFP support 5+ years of experience providing hands-on support for eligibility, claims resolution and employee advocacy Compliance In-house Compliance Department lead by our SVP of Regulatory Affairs & Reform Initiatives, alongside our on-staff ERISA attorney to keep you informed and your health & welfare plans compliant S T R AT E G I C G U I D A N C E H E A LT H A N D P R O D U C T I V I T Y H R R E S O U R C E C O M P L I A N C E S E R V I C E S B E N E F I T A D M I N I S T R AT I O N A N A LY T I C S E M P L O Y E E A D V O C A C Y OneDigital delivers a powerful new approach to employee benefits brokerage and consulting. We combine the commitment of experienced, local market advisors with the sophisticated technology and the modern experience that high performing business leaders need to compete in the market. 1. Lower Costs 2. Better Benefits 3. Healthy People 4. No Headaches 5. Compliance Confidence TOP t THINGS EMPLOYERS WANT T H E O N E D I G I T A L E X P E R I E N C E • Creative industry experts delivering a fresh new approach to benefit design and management #freshthinking • Aggressive financial management and predictive risk modeling to drive lower costs #relentless • Practical, motivating health improvement plans that drive engagement and behavior change for employees #invested • Hands on support and industry leading technology #noheadaches • Proactive, personalized compliance advice and support #peaceofmind THE CHALLENGE AHEAD 2016–2018 H E A LT H C A R E R E F O R M 1. Employer Shared Responsibility 2. Minimum Value and Affordability 3. Measurement and Stability Periods 4. 6055 and 6056 ACA Reporting Requirements 5. ACA – Fees and Taxes 6. MLR Rebates 7. Non-discrimination Rules 8. Cadillac Tax Analyst Senior Advisor Client Specialist Managing Principal Kevin O'Connor | Managing Principal | koconnor@onedigital.com | O: 781.400.2505 | C: 617.529.2082
  • 2. • Partnership with OneDigital Principal to provide strategic consulting • Implementation team to provide seamless transition • Dedicated experienced, account management providing highly accessible and responsive support • Employee Advocacy - going to bat for your employees to resolve medical claim issues, prior authorizations and pharmacy problems • Customer Advocate Center (8 AM – 8 PM / M – F) • High impact employee communications and education to assure understanding and appreciation • Custom employee benefit website giving employees and HR 24/7 access to benefit information • Wellness programs that work for your organization • ACA expertise and in-house technical guidance and resources to keep you informed and compliant • Continual investment in technology and products to serve you better, including benefit administration, human resources, and employee engagement programs OUR CAPABILITIESTHE EXPERIENCE BENEFITS MARKETPLACE This simple yet innovative solution puts employers back in control of their health care expenses while dramatically expanding employee choice and automating your benefits enrollment process. VISIBILITY Data drives the best decisions, and our suite of predictive analytic tools uncovers deep insights and emerging risk drivers to inform strategic decision-making and drive design and execution priorities. COMPLIANCE EDGE Navigating the complex web of ACA and related compliance requirements can be a frustrating, time-consuming process. With our team of dedicated attorneys and compliance experts by your side, you can rest easy with the technical advice and practical support you need to protect your organization and your employees. ENGAGE! High levels of employee satisfaction and engagement are driven directly through effective communication, and our suite of custom communication campaigns helps to leverage your benefit investments through clear and consistent education, awareness and promotion. HEALTHY U Our workforce health experts provide practical, forthright advice with hands on support and an array of engaging and motivating health improvement programs that helps your organization invest in the health of your people with high impact, low cost solutions that deliver real results. THINK HR Human resources and personnel management can be one of the most complicated and expensive areas of support for growing companies. Our ThinkHR solution combines telephonic access to experienced HR professionals with extensive online resources to provide professional guidance and technical support you need at the right time and the right price. CUSTOMER ADVOCATE CENTER Real, live people are available by phone to make your health and benefits plan work better by answering questions, researching problems and eliminating administrative headaches. SIMPLIFY Our proprietary all-in-one online platform delivers a delightful HR onboarding experience that energizes your new employees while radically streamlining your HR and benefits paperwork. YEAR 1 | IMMEDIATE STRATEGY • Comprehensive benefit program assessment and compliance review • Establish year one objectives based on discovered opportunities and defined objectives • Implement benefit program using multi- pronged employee communication, education and enrollment strategy YEARS 2 & 3 | REFINING SUCCESS • Continue program review • Conduct benchmarking to compare current benefits and contribution model to similar employers and industries • Evaluate voluntary benefit offering • Establish wellness incentives / Seek carrier wellness funds • Implement benefit administration technology solution • Develop year one action calendar for program assessment and employee engagement • Monitor program and key cost drivers • Ongoing utilization review • Monitor ACA and ERISA compliance as laws continues to evolve MULTI YEAR PLAN