Trinet
When was Trinet Founded? When were we publicly traded? When did we release Zenefits?
1988
2014
2022
What does EAP stand for? Name 1 example of EAP.
Employee Assistance Program.
Mental Health Counseling
Elder Care
Dependent Care
Rehabilitation
Who is our workers comp provider and what is our claim maximum.
Chubb and 1 million dollars.
What is TriNet's required payroll lag time?
96 hours (4 days)
Summarize what happens in Stage 1
Stage 1 – FM (First Meeting)
Objectives:
Collect information on:
What are the 6 verticals of Trinet?
Financial Services
Professional Services
Life sciences
Main Street
Technology
Non-Profit
Birth
Adoption
Marriage
Divorce
Death
Turning 26
Change in Employment Status
What are the 4 monopolistic states? What is the one state that doesnt require WC?
North Dakota, Ohio, Wyoming, and Washington
Texas
What are the 2 payroll funding methods required by Tri-net?
ACH: Automated Clearing House
RFW: Reverse Fedwire
Summarize what happens in Stage 2
Stage 2 – RFP
Objectives:
Collect:
Result:
Name 8 different ICPs for a Trinet Client
Name 4 Voluntary Benefits we offer at Trinet
Pet
Auto
Home
Legal
Hospital Indemnity
What document helps us understand a customer's rates and employee classification codes?
Workers' Compensation Declaration Pages
NetSuite
Quickbooks
Sage
Xero
Name 3 internal teams that could be involved in stage 3.
PSE
Runs product demos.
GEBC
Creates benefit comparisons.
Deal Team
Creates ROI analysis and comparisons.
Transition Consultants
Assist with implementation and system discussions.
What are the different Trinet Exchanges, and who do we serve in each exchange?
2
3
4
11
Whats a deductible, copay, coinsurance, and OOPM
Deductible: The amount an employee pays for covered services before insurance begins paying according to the plan.
Co-Insurance: The percentage of costs paid after the deductible has been met.
CoPay: A fixed dollar amount paid when receiving healthcare services or prescriptions.
Out of pocket maximum: The maximum amount an employee pays for covered services during a plan year.
Name 3 workers comp codes and the field they support.
8810: Inside Field Reps
8742: Outside Sales Reps
5606: Construction Workers
What are 3 types of wage garnishments Trinet deals with?
Child Support
Debt Collection
Alimony
Student Loan Collection
What 3 documents are required in specifically stage 4 of the sales process?
TSR
Contains:
EFT
Contains:
CSS
Contains:
Name the c-suite.
CEO
CPO
CTO
CLO
CRO
CFO
CEO: Mike Simonds
CPO: Catherine Wragg
CTO: Jeffrey Hayward
CLO: Sidney Majalya
CRO: Shea Treadway
CFO: Mala Murthy
PPO
EPO
POS
HDHP
HMO
ACO
Check notes document (too much information)
What is the difference between a NAICS code and a workers' compensation class code?
NAICS: Industry Classification
WC Code: Employee Job Duties
What is a client-report state?
The client's SUTA rate remains with the client rather than the PEO.
DAILY DOUBLE: Describe 3 things that happen in each stage of the sales process.
See notes lists