Velcro USA Inc. 95 Sundial Avenue Manchester, NH 03103 USA Tel: (+1) 603 669 4880 communications you will need to arm your employees with all their benefits information in an easily digestible way so your open enrollment runs smoothly. Senior Leadership/Benefits Committee Renewal Meeting | EBS will follow your lead as to our involvement in Senior Leadership renewal meetings. We understand that all companies make decisions differently. EBS will be there to support you with reports, PowerPoint presentations, and supporting details. If a “seat at the table” is warranted, EBS will gladly provide in-person attendance at these meetings. Some of our clients have EBS lead this meeting while others prefer to have us there in support. Open Enrollment | During the pre-renewal and renewal meetings, we will discuss a strategy of how to best support you during your open enrollment period. Every client’s needs are different, but typically we offer support via open enrollment communication materials, creative communication decision support tools and onsite support during employee meetings. AdHoc Meetings, as needed | During a plan year there are many reasons to have in-person meetings. Whatever the reason, EBS is here to meet your needs. We want clients to consider us an extension of their HR Department and as such, we are always accessible. Monthly Wellness Meetings | EBS wellness team meets monthly with Velcro’s wellness team to help strategize, implement programs, help measure success and support with marketing materials. The current Velcro/EBS meeting schedule is to meet on as needed but each year there is a Post- Open Enrollment meeting, Claims Analytics meeting, Pre-Renewal Strategy meeting, several Renewal Meetings, monthly Wellness meetings, as well as participation in most of the employee Open Enrollment meetings. 8. Describe what makes your firm uniquely qualified to work on our account. EBS is an independently owned firm that can be nimble and flexible with customer needs and requests, but has abundant resources we can deploy to make sure we are meeting our clients’ goals for their benefit programs. We feel we have three distinguishing characteristics that give us a competitive advantage when compared to other employee benefit firms: A Senior Leadership-Driven Approach | A key differentiator that continues to set us apart is the structure of our service model. Each and every one of our clients works directly with a Senior Partner whose team is committed to providing the best service in the industry. Each Senior Partner will oversee the direct execution of cost-containment, communication, technology, wellness, and compliance tactical plans. This benefits our clients because they have a direct line of communication to someone in a leadership position with our company that will be overseeing their coverage and making sure they are having a positive experience. The Senior Partner also has direct access to leadership with the insurance carriers and other vender partners. United Benefits Advisors | EBS recognized years ago that our clients needed a broader national perspective for their employees. EBS helped to form United Benefit Advisors (“UBA”) (www.ubabenefits.com) in 2002. UBA is a national association of the top independent employee benefit firms in the country. The selection process for member firms is based upon a distinct set of rigorous qualifications. Member firms must be leaders in their geographic region with a required size of clients, number of employees, revenue and demonstrated business management practices. UBA comprises the second largest organization of employee benefit advisors in the United States with approximately 140+ participating member firms. UBA pools the resources of its members together to: (1) share product and marketplace knowledge; (2) provide key trend data and analysis to all members; (3) jointly research and purchase technology and benefit related services (e.g., 7