Fontis Health Launches Software Version 2.5

March 15, 2006:

Fontis Health version 2.5 launches today. This update contains a number of exciting new additions.

• New Employee Education Modules

The following education modules are now added to the Employee Portal:

• "Frequently Asked Questions about HSAs"
• "Paying for Services with Your CDH Plan"
• "HSA Recordkeeping"
• "Paying for Services Before Your HSA is Funded"
• "The HSA Shoebox Rule"

These modules can be found by clicking the "HSA" icon in the top menu and choosing the "Education Modules" option.

• Contributions Settings Page

  The Contribution Settings page will now be functional in the Employee Portal. This page allows employees to view details about their benefit class and HSA plan level, their contribution amounts (both their per-payroll and year-to-date amounts), and information about their account and their HSA custodian.

  The Contributions Settings page can be found by clicking the "HSA" icon in the top menu of the Employee Portal and choosing the "Contributions Setting" option.

• Added Efficiency in the Quoting System: Automatic Renewal Plans

  In order to make quoting quicker and easier, the Fontis system will now automatically build an associated renewal plan when an agent enters a current plan quote. If the current plan is built using the standard plan and rates, the renewal plan will also be built using the appropriate standard plan and rates. If the current plan is built using the agent's rates, the agent must manually add the appropriate rates to the renewal plan.

• New Agent Support Documents

  Two new documents have been added to the Agent Portal (in the Marketing section, under the Sales Tool icon on the top menu bar), including:

  • "CDH Contribution Strategy Examples"
  • "Plan Setup and Terms"

We're excited about the features that this week's update will add to your use of the Fontis system. If you have any questions about the upcoming release, current functionality, or sales assistance, please call us at (866) 380-1960.