1
Your team, here today Ted Singeris Katherine Saarlaid Kathleen Stankowitsch VP, Client Relationships & Client Relationship Executive Business Development Implementation Project Manager Michael Carter Allan Porter Carol Edwards Director, Digital VP, Chief Information Regional Director, Innovations Security Officer Business Development Ella Virtual Coach
Why Sun Life Helping Clients achieve lifetime financial security and live healthier lives Driving better Innovation Providing Honeywell Strong execution member outcomes excellence with peace of mind track record
Innovation at Sun Life It’s in our DNA Plan Sponsor Client Service Advocacy Partnership Model myWellness Rewards Member Ignite innovation Studio
Better Be tter Small steps lead to better outcomes outco ou come mes Me Memb mbers rs tak ake e ac actio ion Nud udge ge En Enga gage ge
Why does is matter? 50% 12% 24% 20% Simple change in $25 monthly with an employer Investing 10% of investments – contribution match annual bonus 2% increase in ROR increase Just start Use your match Invest and invest Save extra – smart when you can
What’s next in engagement? Engage Voice response App Web 67% increase in Phone mobile visits (total of 1.6M annual Plan Members visits)* In person Paper Be Better ter *Year over year December 2017 to December 2018 outcomes omes 7 Eng ngage age Nudge Take e action on
Ella has surfaced 7.5M personalized messages Who is Ella? and nudged an additional $400M member savings* Artificial Intelligence at Sun Life Virtual coach & Digital Behavioral Economic assistant principles and Big Data Right information to the Right Intelligence-based member at the Right time technology & analytics Ella is caring , optimistic, & knowledgeable *Source: Sun Life Financial universe of plan members experiencing Ella January 1 – December 31, 2018
Surrounding Honeywell with the right people with the right expertise “We are very pleased with Katherine and the entire Sun Life team. We worked to build valuable working relationships which has significantly improved our plan administration." - Aecon
Additional nal support rt: The Honeywell Team Executive Partner • Regional Vice President • Shared Services Team Cl Clie ient t Rel elat ation onshi hip Exec ecuti utive ve – Kat Katherin herine Saa Saarla rlaid id • Responsible for effectively enhancing and managing your plan and forging strong relationships with you • Delivers strategic recommendations and valuable guidance that keep you competitive and current in the marketplace • Participates in pension committee meetings and develops customized strategic plan to outline future initiatives and objectives Implem plementat ntation ion Project ect Lead- Member mber Experience erience Cons nsultan ultant t Account nt Mana nager ger – Kathleen hleen Stank nkowit owitsc sch – Catharine harine Tauri riss sson Patti Scherbi erbinsk nsky • • • Responsible for ensuring that your Designs and executes education Responsible for supporting new plan is implemented smoothly planning, strategy and services Katherine Saarlaid and your plan • • Manages the entire transition, • Works closely with you and Drives progress on your plan assisting with key decisions on plan Katherine Saarlaid to deliver on initiatives, projects, and changes design, payroll, file transfer, your communication vision for your investments, and enrolments. members Clie Cl ient nt ser ervi vice team eam Responsible for day-to-day plan administration • Orchestrates processes and transactions for your plan based on your unique plan design
Understanding the Honeywell Plan Setting a strong foundation Honeywell Savings Plan (active plan) DPSP RRSP / SRRSP EPSP TFSA LIRA Defined Contribution Pension Plan* (closed) *Four separately registered pension plans Flexible Pension Plan (closed) Measurex Union Savings Plan (active plan) Speciality Chemicals Unifor (closed) Speciality Chemicals Teamsters (closed)
Welcoming your existing members Implementation project team SUN LIFE PROJECT LEADERSHIP TEAM Implementation Project Manager Client Relationship Executive Kathleen Stankowitsch Katherine Saarlaid SUN LIFE PROJECT SUPPORT TEAM Education & Communication Project Solutions Manager Client Data Solutions Team Administration Lead Catharine Taurisson LeeAnne Anderson Andrea Grant and Kelly Clay Monica Babensee • • • • Document communication Oversee IT effort for payroll File feeds Secondary data validation • • and education strategy reporting: requirements, Primary data validation Day-to-day administration • • Digital communications build and test execution Document file requirements readiness • • • • Print communication Support one-time data loads End to end testing Standard operating • • Employee education at implementation Quality assurance guidelines • meetings Process flow documents • • Welcome onboarding Resource planning • program Training and quality assurance STEERING COMMITTEE Ted Singeris Katherine Saarlaid Kathleen Stankowitsch Executive Partner Client Relationship Executive Implementation Project Manager
Welcoming your existing members Data Gathering & Validation process ONE TIME: • Demographic data transfer • Future investment allocation data transfer • Beneficiary data transfer • Financial data transfer Receive test file Sun Life contacts other of data Receive live data Validate test file carrier/ Honeywell if (1-2 months prior clarification is required to live data) Secondary Primary audit Data is uploaded Member data Create data load (File feeds audit to Sun Life system loaded (Admin team)* team) * Additional relevant sample size audit will be performed. 100% accuracy required on sample. Otherwise further testing is performed.
Member journey Welcoming your existing members 1. Honeywell announcement Transition support 2. Welcome email 3. Ella 4. Education sessions 5. Download app Sun Life sends the It starts with a transitioning member a customized announcement welcome email that from Honeywell senior includes a link to help leadership about the move them register for their to Sun Life website access They will also be provided links to detailed transition materials 1 Announcement email 2 Welcome email
Welcoming your existing members Transition support Members attend an education session in person Ella encourages your or via webinar transitioning members to become familiar Our Client Care Centre with all the tools and provides guidance and resources available to answers questions. Members them can connect via: • Toll-free phone number • Click to call • Click to chat Education sessions and 3 4 Ella welcomes members Client Care Centre support Eng ngage age Nudge Take e action on
Welcoming your existing members Transition support Member journey Members download the app and set up their access Top rated group insurance app: 1. Honeywell announcement • Google Play Store: 4.4 2. Welcome email • App store: 4.6 3. Ella 4. Education sessions 5. Download app 5 Download app and sign in Eng ngage age Nudge Take e action on
The journey continues… “Usually I do everything online, but the call from Sun Life to ask if I had any questions (and remind me to enrol) was so helpful.” – Sun Life member
Member journey Supporting new hires 1. Welcome email 2. Join plan New plan members 3. Ella 4. Welcome call 5. Download App Honeywell sends Sun Life a Employees register for sunlife.ca demographic file Employee receives a welcome email with a link to join the Honeywell plan. Employee joins the 1 2 Employee is ready to enrol plan
Did yo you know? 50% Supporting new hires Ella has increased Client New plan members engagement by 50% (transacting, clicking to learn more and other positive actions) New hires will enjoy our welcome program. Ella will nudge them to get comfortable with their new They’ll receive a phone call from tools a Sun Life financial service consultant to help them enrol, Ella provides valuable nudges answer their questions, and to help your member make provide information to ensure the most of their plan they understand and participate in their plan Welcome call and 3 4 Ella notifications investment guidance
Supporting new hires New plan members Member journey Members download the app and set up their access 1. Welcome email 2. Join plan Top rated group insurance app: 3. Ella • Google Play Store: 4.4 4. Welcome call • App store: 4.6 5. Download App Employees download the 5 mobile app
Recommend
More recommend
