Newsletter for Clients Will Launch This Month

We’ve created a new newsletter especially for group plan administrators. Benefit Matters will be included with June group billing statements (mailing in mid-May), and will be issued bimonthly with future billing statements. We hope it will clarify information and make our clients’ jobs a little easier. Topics may include:

• Industry news and trends
• Wellness program tips and resources
• Administrative information about PacificSource coverage
• Product or service announcements
• News about PacificSource representatives
• Events and community involvement opportunities

We plan to survey clients after our third issue to measure how well the publication is meeting their needs. If you have an idea or suggestion for the newsletter, feel free to contact us at news@pacificsource.com.

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Baby Benefits Program Name Changes to Expectations

As we explained in the April 4 Agent Bulletin, Expectations is the new name for our Baby Benefits prenatal care program.

The program’s new toll-free phone line, (866) 765-4537, is also up and running. (The old phone number, (800) 828-5891, will remain active for a period of time to catch calls from those who may still have the number on file.) Only the name and number are changing; the program itself will not change.

Our Expectations Web page has been updated with the new name and phone, as well as revised sales and member materials.

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Marcella Soulagnet Is Here to Help

You may not see Marcella Soulagnet at our Portland office front desk as often, but in her new role as Sales and Service Assistant, she’s still as busy as ever behind the scenes. From following up on pending renewals to requesting the new Group Profile Form, Marcella is on the phone to ensure all the right pieces come together for you and your clients. In addition to assisting Regional Manager Dennis Reed , Group Sales Representative Kristin Kennedy, and Rating Technician Doug Magilke, she’s here to help you with your questions regarding groups. “I want agents to know that I am ‘their gal’ for InTouch questions,” she says. “And if needed, I can help agents with their InTouch passwords and accounts.”

Marcella Soulagnet, Sales and Service Assistant

• Online quoting—logging in or viewing quotes, quoting requirements
• Plan changes resulting from recent legislation
• Group materials
• Submitting new groups
• New groups’ questions about their benefits, provider network, and requirements
• Renewals

Since Marcella spent a few years with an agency before coming to PacificSource, she knows about the joys, challenges, and frustrations that come with selling insurance, and how tough it can be to keep up with changes. She invites you to contact her. She’ll answer your questions or find someone who can. Either way, she’s here to help.

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PacificSource Sponsors CE Classes in Bend

May 20 Classes in Bend (Six credit hours total)
8:00 a.m. to 3:30 p.m.
The Riverhouse, Bend, Oregon

• SB329: Road to Health Care Reform, 3 hours Law
• Ethics: The Core of a Successful Insurance Agent, 3 hours Ethics

Invitations will be e-mailed with class and registration details. Class space is limited, so be sure to register as soon as you receive your invitation. Please e-mail Marketing Agent Coordinator Candice Wilkins to register or for more information. For details, check our 2008 schedule in the For Agents/Prof’l Development section of our Web site.

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PacificSource Hosts Presentation in Boise

Please join us for an overview of our new products and benefit changes. Topics include:

• 2008 group benefit changes
• New group plans: medical, vision, dental, and additional accident
• New individual plans
• Provider network update
• New Oregon mandates

May 29
9:00 to 11:00 a.m. or 1:00 to 3:00 p.m.
PacificSource Boise regional office
251 E. Front Street, Suite 203, Boise, Idaho

This presentation is free. All PacificSource-appointed agents and their staff may attend. Invitations will be mailed with details. Seating is limited, so be sure to reserve your space as soon as you receive your invitation. For more information or to RSVP, please contact Kristin Stewart by Wednesday, May 28.

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OAHU Events

Portland Association of Health Underwriters (PAHU) will host a meeting on May 21 in Portland. Unum Supplemental Benefits Consultant Nathan Sanow will speak on growth and trends in the supplemental benefits marketplace. One Health CE credit has been applied for. For more information about OAHU, visit www.orahu.org.

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Upcoming Community Events

PacificSource is proud to sponsor Northwest community events that support healthy communities and health-focused organizations. We hope you will join us in supporting these events:

PacificSource was proud to be the presenting sponsor of the Pear Blossom Festival Street Fair in Medford, Oregon. Our Healthcare Connection booth is designed to be a one-stop source of information for people without healthcare coverage, helping them connect with community resources to get the healthcare they need.

Eugene Marathon Health & Fitness Expo
May 2–3 in Eugene, Oregon, Hilton Eugene and Conference Center
Be sure to drop by our expo booth and say hello.

Willamalane Vineyards and Violins
May 3, Springfield, Oregon
This concert and auction take place at the Willamalane Parks and Recreation District Adult Activity Center. Proceeds benefit center programs, such as walking groups for adults aged 50 or better.

Bowl For Kids Sake
May 3, Bend, Oregon
Be a fundraising king pin and support the Big Brothers Big Sisters of Central Oregon. The mission of the organization is to empower youth to achieve their highest potential through meaningful one-to-one relationships with caring mentors.

March for Babies—March of Dimes
May 3, Medford, Oregon
This year, we are proud to be the leading Oregon sponsor for the March of Dimes March for Babies campaign. Our Platinum level statewide sponsorship supports the March of Dimes and helps prevent premature births and ensure babies get a good start in life.

Relay For Life—American Cancer Society
May 31 through June 1, Medford, Oregon, South Medford High School
Medford’s Relay For Life is a fun-filled overnight event designed to celebrate cancer survivorship and raise money for research and programs.

Dogs for the Deaf—Dog Walk
May 31, Medford, Oregon, Hawthorne Park
Dogs for the Deaf trains dogs from animal shelters to assist the deaf, seniors, and people with other special needs.

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