Finance, HR, Benefits, & Payroll Professionals

Summer Learning Series

COMMUNICATION, ENROLLMENT, & ENGAGEMENT DURING COVID-19

12 WEEKS.  12 TOPICS.

STEELE VIRTUAL CLASSROOM

EDUCATION SERIES

What to know about benefits administration during COVID-19

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How COVID-19 Should Change Your Open Enrollment

Recording Available Here
Format: Panel

Steele Learning Series kicks off with a timely discussion about how COVID-19 will change employee benefits enrollment in 2020 and beyond. We’ll tackle topics about employee on-boarding, communicating benefit changes to employees, and virtually engaging the workforce through text messaging and other tools, and enrolling from a distance using tools like call centers and Zoom meetings.

Panelists:
Deb Wolfe, Benefits Specialist, MSD of Washington Township Schools
Jennifer Gaddis, HR Manager, MS Companies


Benefits that should Trend in a World with COVID-19

Recording Available Here
Format: Presentation

There’s a pandemic in 2020. The benefits that employees need in 2020 isn’t necessarily the same benefits they needed in 2019. Our Allstar panel will outline some benefits employees may be more interested in for 2020, and the importance of communication and engagement in creating financially well employees.

Speakers:
Dane Esterline, Director of Sales, Infoarmor
Christin Kuretich, Senior Director of Product & Innovation, Trustmark Voluntary Benefit Solutions
Megan Weddle, Director of Sales, FirstStopHealth


Using a Call Center for Benefits Enrollment

Recording Available Here
Format: Panel

What do you do when it’s not practical to have on-premises meetings with employees to educate them about their benefits? Why, enroll by call center, of course! Our speakers have extensive experience enrolling decentralized, difficult to reach employees by phone, and you’re not going to want to miss out on their suggestions and lessons learned.

Speakers:
Amanda Rhoads, Manager - Employee Benefits & Communications, Stratosphere Quality
Maureen Cook, Human Resources Manager, Futaba Industrial Texas Corp


Trends in Care

Recording Available Here
Format: Panel

What’s trending in population health, healthcare delivery, and healthcare cost?  How is the experience of using the healthcare system different than it was six months ago?  What do we expect to see in healthcare delivery over the next year?  What is the employers’ role in providing tools for their workforce to make personal choices around their healthcare decisions?  This is a can’t miss discussion about trends in care with Kristin Vargo and Brian Norris from Marathon Health, formerly known as OurHealth.

Speakers:
Kristin Vargo, Marathon Health, Vice President – Business Development
Brian Norris, Marathon Health, Executive Vice President – Population Health

TRAINING SERIES

How to be a super user of Selerix benefits administration platform, BenSelect

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How to Process Everyday Life Events such as Marriage and Job Changes

Recording Available Here
Format: Presentation

By popular demand, life events training is back as a training session for the third consecutive year. This session will tackle topics such as “How do I process an employee retirement?” and “How do I add a spouse to coverage mid-year?”. In addition, we’ll discuss common hang ups, exceptions, and how to troubleshoot life event issues.

Speakers:
Lindsey Martin, Systems Architect, Steele Benefit Services
Christine Tollison, Vice President - Director of Technology, Steele Benefit Services


Mid-Year Disability Benefit Calculations, and Other Advanced Topics

Recording Available Here
Format: Presentation

Are you ready for a PhD in Selerix life events? Here it is! Let’s dive in to topics like “What if I want disability benefit amounts to recalculate every pay period?” and “What if I want salary based Basic Life insurance benefits that automatically update when an employee’s salary changes?” Bring your weed-eater to the session, because we’re getting deep into the weeds.

Speakers:
Lindsey Martin, Systems Architect, Steele Benefit Services
Christine Tollison, Vice President - Director of Technology, Steele Benefit Services


Coffee with Ruthie Gray, Vice President Product Management, Selerix Systems

Recording Available Here
Format: Conversation

Ruthie Gray gets it done. As the person responsible for product development, systems integration, training/curriculum, new software releases, and issue hotfixes – if you have a question or request, there may be nobody better to ask than Ruthie. Be sure to bring Selerix questions to the session for Ruthie. All Selerix users are guaranteed to learn something in this action-packed session.

Speakers:
Ruthie Gray, Vice President – Product Management, Selerix Systems

Host:
Wes Steele, CEO, Steele Benefit Services


Reporting 101: The 5 Big Reports & How to Run Them

Recording Available Here
Format: Presentation

Whether you’re a current user looking to learn, or a prospective user checking under the hood – you’re sure to appreciate the robust reporting capabilities of Selerix. This session will tackle 5 different types of reports to know – 1) the census, 2) the self-bill, 3) the activity report, 4) the payer report, and 5) the enrollment summary report.

Speakers:
Lindsey Martin, Systems Architect, Steele Benefit Services
Christine Tollison, Vice President - Director of Technology, Steele Benefit Services

SOLUTIONS SERIES

Specific solutions for employers in need of an actionable plan

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Soup-to-Nuts, Full Solution Demonstration

Recording Available Here
Format: Presentation & Demonstration

This session will demonstrate a complete solution for employee communication, enrollment, and administration. Topics covered include Selerix benefits administration system, on-line employee benefit enrollment site, text messaging employees, call center enrollment, and data feeds and reporting.

Speakers:
Wes Steele, Chief Executive Officer, Steele Benefit Services


Red Carpet Event! Introducing SteeleEngage, featuring Texting from the System and Other New Capabilities

Recording Available Here
Format: Presentation & Demonstration

This is a can’t miss presentation for employers, advisors, and carriers alike. Never before have employers had real time access to employee populations, and the ability to create their own text messages, surveys, and quizzes to targeted employee groups. The future of employee engagement is here.

Speakers:
Steve Olivas, Vice President – Marketing, Selerix Systems


How To Automate Communication with Employees at Key Moments: Hire, Promotion, Birthday, Work Anniversary, & More

Recording Available Here
Format: Discussion

This is part two of our Red Carpet event: rolling out SteeleEngage. This presentation is about event-based communication. What if you could welcome every new hire with a 3-drip text campaign in their first month of work? Congratulate all employees on their work anniversaries? Wish every employee a happy birthday? Now you can! Build employee loyalty with this new way to engage your employees.

Speakers:
Steve Olivas, Vice President – Marketing, Selerix Systems
Hosted By:
Wes Steele, CEO, Steele Benefit Services

Special Events

Windows Pioneer to Selerix Co-Founder: Morning Coffee with Lyle Griffin

Recording Available Here
Format: Conversation

Spend your morning with the developer Bill Gates once called a Microsoft Windows Pioneer. In addition to co-founding Selerix in 2002, Mr. Griffin has spent his career in leadership positions at Micrografx, Lifeweb, and SelectQuote. Learn about benefit administration systems, the wider benefits technology environment, the future of integration, and the history of Selerix Systems.

Speakers:
Lyle Griffin, President, Selerix Systems

Hosted By:
Wes Steele, CEO, Steele Benefit Services

3 Brothers, 3 Business Owners – the Rags-to-Riches Story of the Steele Family*

Recording Available Here
Format: Panel

The Steele brothers grew up sleeping sideways on one bed, with no plumbing, with no heating, and virtually no money.  Moderated by Indiana Basketball Hall-of-Famer and family friend Al Tucker, this session will discuss the stories and values that led to the Steele’s owning interests in over a half dozen small businesses in three different industries.

Speakers:
Mike Steele, Board Chairman, Steele Benefit Services
Bob Steele, CEO, Robert Steele Agency

*In memory of Jim Steele, Owner, Steele Auto & Wrecker

Hosted By:
Al Tucker, Indiana Basketball Hall-of-Famer, Retired Teacher & Coach

Register Below to Reserve Your Virtual Seat in this Free Learning Series