MM
I have a WX Middle Market sized prospect, how do I get them assigned to Middle Market Sales?
Create an opportunity in Sales Force with proper information (Company information, correct employee count, product type, etc…), and an automatic notification will be sent to the MidMarketLeads@insperity.com inbox.
What HR services are fee inclusive to WX Clients?
The WX offering includes 3 levels of fee inclusive HR support via the HR Resource Center: • Online resources (laws/regulations, articles, podcasts, etc.) available to our clients 24/7 • Access to communicate (email or call) with a certified HR professional for day-to-day HR/employee relations questions/needs • Project-based support with a certified HR professional to strategically address more focused business challenges, such as retention (i.e. climate survey), employee engagement/development (i.e. learning path development with Skillsoft courses), process efficiency (workflow mapping), or even market compensation confirmation (salary survey).
Name 6 Best Practices for Implementation.
1. Communicate with your Project Manager as you learn new information.
2. Ensure Clients Info is Accurate
3. Set Proper Expectations
4. Clear Timelines
5. Collect payroll register, handbook, logo, IRS FEIN documentation, and EDC Spreadsheet.
6. Reminder client that the Project Manager is their main point of contact.
In a world of mobsters, drama, and flair, these BPAs gather 'round without a care. They binge on a show where the tension’s intense—who are these fans of the mob’s past suspense?
Steve, Mike, & Julie
The Soprano's!
When will the Employer HSA contribution amount changes be effective for clients currently contributing?
The HSA contribution changes are effective Jan. 1, 2025: Individual: $4,300
Family: $8,550
Who is the Vice President of Middle Market Sales
Michael Cassidy
Prospects who are a GOOD FIT for WX have the mindset of:
Risk Tolerant, Cost Conscious, Healthcare is not a driver, prefers traditional employment, Has WC Risk
What is a Cafeteria Plan Section 125 POP document and who can create it?
a. A cafeteria plan allows employees to pay for certain benefits on a pretax basis through
payroll deduction. This will only apply to clients that will maintain a Client Sponsored
Plan (CSP) outside of Insperity. For example, the client elected Revolution or Liberty
package, and the client will maintain dental and/or vision outside of Insperity.
b. Typically the client’s broker will create a Section 125 plan document. If this is not an
option, we can refer clients to Higginbotham a third-party administrator who can assist
for a fee.
c. With an approved section 125 cafeteria plan the following benefits ONLY may be pre-tax
i. Medical, Dental, Vision, Health Flexible Spending Account, Health Savings
Account, Dependent Care Flexible Spending Account.
With flavors that dance and spices that sing, this BPA delights in a savory thing. From dumplings to stir-fry, they’re always in tune—who loves this cuisine that makes taste buds swoon?
Matt Miller
Chinese Food
UHC One Pass Select
Fitness program available
through UHC Rewards
• 5 membership options
• Access to local gyms or
fitness studios *
• On-demand virtual fitness
classes available from home
What do I do if during the discovery call I find out that they are not a CORE market prospect, but are actually Middle Market? List all 9 steps of the MM sales process!
WX add-ons:
What is a Self-Employed Owner (SEO)?
a. A Self-Employed Owner (SEO) is an individual who is a sole proprietor, or a partner of
any entity type below.
i. Insperity does not issue W-2s to SEO
ii. SEO are responsible for remitting payroll taxes (refer to page 2 of the Self-
employed owner FAQs)
b. The Self-employed owner FAQs are client facing, feel free to share with your prospects if
this does apply.
In their home, they reign supreme, with three furry friends that love to dream. Which team member can't breathe in their sleep?
Julie
Wellos new wellbeing coaching service
• Effective Jan. 1, 2025
• UHC will replace existing Rally behavioral coaching
services with Wellos
• Includes guidance on weight loss, nutrition,
and forming healthy lifestyle habits
• Members can access Wellos
through myuhc.com
What does isolved People Cloud version 10.15 include?
isolved People Cloud version 10.15 includes enhancements to the Indiana New Hire report, updates to the Pay
Stub Notification email and exciting Applicant Tracking updates. The updates include:
• Enhanced New Hire Report for the state of Indiana
• Pay Stub Notification email updated to include employee name and link to AEE
• Extended summer savings on top job boards!
WX offers, at no additional cost, Insperity Perks+:
a financial wellness solution designed to provide greater flexibility and stability to the finances of WX client employees who take advantage of all the program has to offer. • Easy Banking Access – An FDIC-registered bank provides a fee-free account giving clients’ employees access to deposits, withdrawals, and transfers. • Secured Credit Card – Clients can empower their workforce with the Insperity Perks+ card, a versatile credit-building bank card backed by VISA. • Earned Wage Access – Employees of our WX clients can access a portion of the wages they have earned prior to their normal paycycle. • Marketplace – Clients’ employees will have access to one of the nation’s largest discount networks, inclusive of cash-back rewards. A perk usually reserved for top-tier employers. This program is a value add at no additional cost
What is the process for requesting a revised Schedule B before first payroll has processed?
a. Examples that would require a revision are changes to the benefit package, employer
contributions strategy or adding/removing classing
b. Submit the request and required documentation via Premier Pathway
i. Choose the task based on the required change, e.g., “classing”
ii. Add details
iii. Click the “Add Task” button to send
- The system will automatically populate the "assigned to" field and route the
task to the proper department based on your needs
In a quirky loft where friendships bloom, when a teacher moves in who brightens the room. From Schmidt's antics to Nick's charm, which team member finds this show warm?
John Bretl
New Girl
UHC HDHP Virtual Visit
Cost Share Adjustment
• Effective Jan. 1, 2025
• $0 24/7 Virtual Visits for UHC HDHP participants ends
• Expiration of Consolidated Appropriations Act (CAA) Safe Harbor
(COVID 19 telehealth relief)
• Virtual visits under HDHP plans will no longer be pre-deductible. 0%
coinsurance applies once the deductible is met.
Who is our HCM Sales Consultant
Kaylee Reneau
End-to-end timelines for Insperity 401(K) Plan Implementation
The end-to-end timeline for Insperity 401(k) Plan implementation process clock begins at the time the client is designated CLOSED/WON and the sale is handed off to Retirement Services by BPS Sales, and it runs through the day employees can see the Insperity 401(k) link on Premier. Can take as few as 11 calendar days.
Who is responsible for collecting the Employee Data Collection (EDC) spreadsheet and where is it forwarded to?
a. The BPA is responsible for sending the EDC and collecting the EDC from the client.
b. Once received forward to orientationcoordinators@insperity.com and cc the assigned
Project Manager
❖ Reminder, the EDC is due three business days in advance of the scheduled employee
orientation
With flour and sugar, they whip up a treat, their baked goods are something you can’t help but eat. From cookies to cakes, they bring joy with each bite—who is this team member who shares sweet delight?
Dana
Why did certain coverage options undergo
cost share adjustments?
HDHP cost share changes are mandated to remain IRS compliant.
Voluntary changes were made to balance in-network and out-of-network ratios to meet UHC standards and requirements.
All cost share changes made to UHC coverage options were mirrored in the corresponding Harvard Pilgrim Healthcare option.