OUR EXPERTISE. We were awarded Technology Innovation of the Year by Xplor

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2 OUR EXPERTISE Merrill Corporation serves the leading names in managed healthcare with our integrated chain of custody, integrity manufacturing and robust reporting. Since 1968, Merrill has been in the regulatory business such as, complying with changing CMS, MIPPA, DOI, HIPAA, HITECH and STAR requirements. During that time Merrill has become the recognized leader in service, quality and technology. We combine our strong service culture, deep industry expertise and commitment to technical innovation to provide an integrated suite of full-lifecycle brand and document management services that enable our clients to keep pace with the changing communication demands of today s health plan environment. At Merrill, we help our managed healthcare patrons establish connections that grow and maintain their plan enrollment by delivering effective, member-specific, regulatory-compliant communications providing all the timely information necessary to meet the enrollee needs. Merrill s Advantage Suite is a powerful, comprehensive document and data management system that delivers accuracy, efficiency and cost-effectiveness to material ordering and distribution efforts. We were awarded Technology Innovation of the Year by Xplor International for our chain-of-custody workflow. This award honors an organization that has conceived and developed an original concept leading to a significant advancement in the document technology industry. Merrill s strategic insights ensure communications effectiveness and regulatory compliance. With skilled staff, the application of industry best practices around data capture and management from file creation to delivery point validation will be accurate, transparent and seamless. Additionally our solutions will: Enable 100% visibility into the information supply chain Ensure compliance by managing to the regulations of today Deliver 100% integrity management at the record, page and piece level Accommodate production of all communication configurations and volumes from one to millions Dedicated resources to manage your key documents and improve services Web-based technology for materials management, dynamic publishing, ordering and reporting that is customizable and adaptable to your specific requirements. Evolution of electronic delivery and Web-enabled communications while optimizing traditional paper based documents or hybrid solutions

3 BENEFITS Create Produce Distribute Inform Integrated Chain of Custody Workflow Create Dynamic Document composition manages data from disparate sources to create highly-targeted, personalized materials. It allows for high quality proofing, change control and audit opportunities both pre-and post-print saving both time and money over legacy processes. Our Advantage: - Our item and kit configuration tool is synced with our composition providing the ability to make static changes real time and configurable changes within days. - Our award winning chain-of-custody workflow is done through one system creating a single source of truth. Produce Once the data has been processed, Merrill s HIPAA/PHI-compliant workflow produces and distributes your mailings in accordance with all established regulatory service level agreement timelines and mandates. Our integrity manufacturing adds 2D barcodes which ensures transparency is applied to each step of the process for every transaction received. Our Advantage: - Delivers 100% integrity management at the member level by utilizing 2-D barcodes that allow for workflow tracking and exit scans at the member level. Also, allows for secure reprocessing of damaged kits. - Enables 100% visibility into the information supply chain and process. Distribute Merrill s solution offers flexible distribution options, including our full line of direct mail services and electronic delivery featuring ActiveVu SM our interactive, electronic document solution. We also have the ability to convert documents into 508 compliant PDFs for use on the web or for electronic distribution. Our direct mail utilizes Intelligent Mail Barcodes providing the ability to track within the USPS mail stream to the member s home. Our Advantage: - Provides multi-channel delivery options within one workflow. - Section 508 compliance is integrated into our solution, providing you with automated 508 compliant PDFs. Inform The integrated tracking and reporting of the business intelligence, throughout the chain of custody, delivers a comprehensive view of all marketing and communications efforts, their effectiveness and the correlating per-member cost. Our Advantage: - Offers real time access to dashboards and reports. - Provides data mining and intelligence capabilities to produce accurate, comprehensive analytics that can be used to support strategic decision making. Quality Management Systems Quality program provides support to onsite audits via sampling pick runs and visual inspections Six Sigma Quality Program ISO Quality Certifications ISO27001, ISO Incorporates client-specific quality procedures within the existing ISO-compliant quality framework

4 Suite Our solutions deployed as stand-alone components or part of a comprehensive, multi-channel solution include memberspecific materials that incorporate dynamic content into each communication. Below is a sampling of the communications we provide within each solution. EnrollmentComplete SM Merrill s data-driven communications solution that delivers personalized pre- and post-enrollment communications. EnrollmentComplete manages data from disparate sources to create highly-targeted materials. This unique process ensures prospects and members receive only the information that is relevant to them resulting in increased member satisfaction and less member confusion. Enrollment Materials Enrollment Form (Application) and Instructions Provider Directory Summary of Benefits Post-Enrollment Materials Member Welcome Letters Pharmacy Directory ANOC/EOC Communications >> Case Study Professional Services Merrill s Professional Services team delivers consultative and project-based services for our clients. With over 30 years experience in compliance industries and extensive health insurance industry knowledge, we excel in breaking down model documents, workflows, data and providing guidance on changes affecting your communications.

5 Member Communications Compliance-driven, results-focused Member Communications Programs from Merrill ensure communications effectiveness and regulatory compliance. We execute member-centric communications that anticipate the needs of members, while reinforcing brand loyalty. Employee Assistance Programs Condition Care Kits Member Survey s (COB, Satisfaction, Disenrollment) Acquisition & Retention Marketing Growing and maintaining enrollment by effectively communicating with members in a cost-effective, efficient and compliant matter. Our solution executes member-centric communications that provide timely, personalized information to both current and prospective members. Acquisition Programs T65 Referral Program Campaigns Conversation Programs Roll-over Campaigns Agent/Broker Communications Position your sales force as subject matter experts and the most efficient, effective extension of the plan s customer satisfaction team. Our solution facilitates the management, ordering and distribution of member-centric communications to help grow and retain membership. Call to Action Kits/Inquiry Kits Agent Compliance Campaigns Agent Marketing and Sales Materials Health & Wellness Communications Educate and motivate members to personally take responsibility for changing behavior resulting in costs dramatically reduced over time. Our solution delivers consistent communications personalized to match each member s health interests and risks. Newsletters Disease Brochures Personal Health Assessments >> Case Study

6 ActiveVu SM Transforms personalized documents into dynamic, one-to-one online communications that can be viewed anywhere at any time, driving member acquisition and retention. ActiveVu gives you confidence that your ActiveVu documents follow the same compliance guidelines as your print materials ensuring your customers receive it with accuracy and speed. >> Demo 508 PDF Compliance Merrill s 508 PDF Compliance solution helps clients comply with section 508 without jeopardizing accuracy or time to market. Our cutting edge integrated solution offers the ability to convert large volume projects faster and more efficiently than ever before. Customers typically save 35% over typical manual processes by utilizing our integrated solution. Whether your document is one page or hundreds of pages, your final PDF will delivery high-quality reading and navigation results that meet the CMS and HHS checklist requirements. Translations The demand for translations continues to increase due to the ACA, so it is important to choose a partner that can meet your needs. Merrill Corporation is a proven document translations provider with 30 year s experience in 100+ languages. We understand the precision, adherence to deadlines and risk management requirements of document translations. We also have the robust resources and global support network necessary to ensure your document translations are accurate and delivered on time, within budget. We were recently ranked as a leading translations provider in Common Sense Advisory s Top 100 Global Language Service Providers. Online and printed materials Enrollment Documents Notices of health plan eligibility >> Case Study Customer Document Repository Provides a secure, centralized repository for sharing, storing and monitoring enrollment communications to ensure that all approved parties can access in real time. Documents are instantly available to your users based on their unique security profiles 24 hours a day, 7 days a week. Allows call centers to easily access member documents in real time to help answer any questions the member may have.

7 THE GATEWAY MerrillConnect: Your Information Gateway MerrillConnect is the delivery platform built to support healthcare companies and acts as the gateway to a health plan s information supply chain. This proprietary technology connects the entire sales and fulfillment cycle, automates repetitive processes, and generates concise reports that impact key revenue-generation decisions. Additional tools enable secure, online order entry, customized one-to-one marketing, inventory management, analyses and regulatory auditing. >> MerrillConnect Provides complete integrity management at the record, page and piece levels Adheres to new regulatory requirements for plan partners Manages complex information and document requirements efficiently and cost-effectively Integrates seamlessly with existing systems as a Web-based platform Enables targeted one-to-one communications determined upon deep segmentation and program needs Ensures all information is current and synchronized Delivers advanced business intelligence reporting

8 THE PROOF Merrill Corporation delivers personalized, compliance-driven healthcare communications via an integrated print, fulfillment & distribution process. Our technology-enabled production platform combined with our operational expertise and years of handling the complexities of regulated industries provides a strategic partner with a demonstrated record of compliance adherence. Our team of experts brings a wide range of experience from all areas of the industry to deliver new technologies, marketing strategies & tactics, and innovative solutions. CONTACT US Delivering technology-enabled solutions that streamline the production, delivery and management of compliance, sales and marketing materials Advantage by Merrill provides a complete suite of solutions: Suite Enrollment Complete SM Agent/Broker Communications ActiveVu SM Member Communications Acquisition & Retention Marketing Health & Wellness Communications

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