February 2017 Wisdom Workplace Webinar

Communication Works: A Case Study on Why MattersTM

Tuesday, February 21, 2017, 2:00 p.m. ET / 11:00 a.m. PT

The Dilemma
Hanna Global Solutions was ready to flip the switch on a passive enrollment for a large client with employee work locations all across the country. The plans and pricing were in place, along with the Benefits Passport enrollment system, a Touchpoints portal, the Pocketpal mobile app and supporting communication. The benefits desk was trained and ready. And then the phone rang. Orders came down that this group’s medical plans, rate structure and rates needed to match the corporate offering—which was drastically different (HDHPs instead of familiar copays) and significantly more expensive. The employer also wanted enrollment in the HDHPs to go from five percent to 30 percent, and enrollment would be active.

The Response
Hanna Global convinced the employer to push enrollment back two weeks. Communication about the new enrollment began immediately. Articles on the portal were shifted to focus on HDHPs: how they work, the benefits of an HSA, how to take control of your health care expenses, how to find low-cost quality care. The Obeo Health Cost Comparison Tool was configured to the new plans. Benefits Passport was reprogrammed. Presentations were created to share what/why/how/when and give employees confidence and easy-to-use tools to choose the right plans. Webinars and a strategic, steady flow of information helped employees shift their expectations and prepare. The team monitored hits to specific pages on the portal and adjusted content to make the right information easy to find. A series of emails reinforced key messages and answered common questions the benefits desk received.

Great Results

  • 96.5 percent of employees actively enrolled
  • At least 30 percent attended a webinar
  • 35 percent linked to information on Obeo Health from the Touchpoints portal
  • Over 85 percent enrolled in the medical plan recommended by Obeo Health
  • 68 percent of employees enrolled in an HDHP, surpassing the employer’s goal by 200 percent
  • Hanna Global kept the client apprised of all moves along the way, which not only kept the client happy, but also kept the business
This webinar has been submitted for 1.25 re-certification credit hours from the Human Resource Certification Institute.
HR Certification Institute - Pre-apporved

Video Recording


Presenter: Chip Abernathy, CEO of Touchpoints

Chip has more than 15 years of marketing, technology, employee communication and senior-level sales experience.

He is the co-founder and CEO of Touchpoints, an employee communications provider that enables benefits advisors to deliver the tools employees use to easily access the benefit information they need, when they need it.

Chip is also the creator of Why Matters™, a unique process that helps agency owners and advisors increase the value their clients receive from the benefits they pay for.

Presenter: Mathew Augustine, CEO of Hanna Global Solutions

Mathew is responsible for setting the strategy and vision for Hanna Global, a UBA Partner Firm for more than 13 years, and leading its transformation from  a traditional broker; to a firm that also provides benefits technology and administration services to other broker partners. When UBA launched its proprietary solution, Benefits Passport, it chose Hanna Global Solutions as the technology and service partner to power the solution.
Mathew combines his knowledge and experience in the technology industry, where he started in India, with experience in the U.S. insurance industry processes, to develop innovative solutions integrating technology, processes and people. He is an experienced operations architect, working with complex human, cost and operations issues, to bring simple solutions for use by brokers and their clients.
He holds a master’s degree in physics, an MBA, and insurance and HR credentials such as REBC and GPHR.

Sponsored by:


UBA Strategic Partner