ACACIA BENEFITS, LLC

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ACACIA BENEFITS, LLC

• NAIM Vision PlanNAIM Dental Plan

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Products

• Vision
• Fully Insured
• Groups of 1 to 1000 (all manual rates)
• Voluntary or Employer-Paid
• 2 year rate guaranty
• Dental
• Fully Insured
• Groups of 1 to 1000
• Voluntary or Employer-Paid
• Indemnity or PPO (20 lower premium)
• Manual Rates up to 300 (100 take-over)
• 1 year rate guaranty
• 5 Discount when both vision and dental are
  purchased

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Partners

• Marketing Sales NAIM GAs agents
• Underwriting Security Life
• All states except NY, NJ, ME, VT, NH, MA, CT, RI,
  FL, NC
• Vision Provider Cole Managed Vision
• Dental PPO Network Careington Intl.
• Administration JLT Services
• Claims Member Service
• Vision Cole Managed Vision
• Dental JLT Services
• Orchestra Conductor Acacia

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Providers Vision

• Cole Managed Vision
• Largest optical retailer in the world
• Sears Optical, Target Optical, JC Penney Optical,
  most Pearle Vision Centers, thousands of
  independent optometrists and ophthalmologists
• NCQA service standards outstanding manufacturing
  
• 50 million members
• 125 Fortune 500 companies
• Major national health plans
• Check providers at www.colemanagedvision.com
• No authorizations or claims in network
• OON benefits

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Providers - Dental

• Indemnity - any dentist
• PPO Careington International
• Over 20,000 dentists
• 3 million members
• For providers, check www.careington.com
• OON OK but reimbursement according to
  Careington fee schedule
• Premium 20 less

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Tools NAIM GA CD

• Administrative Manual
• NAIM Super Kit for Brokers
• Customize
• E-mail to your brokers (or copy to a CD)
• GA Transmittal Form to JLT Services
• Customize with your contact information

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Tools NAIM Super Kit for Brokers

• Broker Kit
• Marketing Pack
• Forms Pack
• All contained in a single file with clickable
  icons and printable pages send via e-mail
• Black white fax versions of brochures, rates

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Things to Remember

• Customize your Super Kit
• Add your logo and/or contact information to
• Bottom of opening Super Kit page
• First 3 Sheets in the Broker Kit
• Group Applications in the Forms Pack
• Delete the Group Applications for states in which
  you do not do business (in the Forms Pack)
• Customize your JLT Transmittal Form
• Add your name and contact information to the
  master form

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Things to Remember (cont.)

• Agents return their cases to you (GA) for
  scrubbing and forwarding to JLT
• Use the Transmittal Form to JLT Services
• Check Input sheet in Broker Kit for correct zip
  code for dental rates
• Ensure that Voluntary rates are used if the case
  is Voluntary
• Is the agent appointed?
• Are the Group App and Enrollment forms complete?
• Is there a check for 1 months premium payable to
  Security Life Insurance Company of America
• Will this reach JLT Services by the 20th of the
  month preceding the effective date?

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Contacts

• Administrative Questions or Issues (incl. Dental
  Claims)
• JLT Services (Tonia Bard)tbard_at_jltservices.com87
  7 862-8949
• Dental Quote Requests
• take-overgroups gt100 virgin groups gt300
• Greg Olund, Security Lifegdolund_at_securitylife.com
  800 328-4667
• Vision Customer Service or Vision Claims
• Cole Managed Vision800 615-3299
• Provider Networks
• www.colemanagedvision.com and www.careington.com
• Unresolved Problems
• Acacia Benefits (Bruce Hill at 805 358-2359
  Carol Rhoads at 713 807-7604)rhill_at_acaciabenefit
  s.com crhoads_at_acaciabenefits.com