Insurance Point Team Master Contact Sheet. Reliance Standard Life Insurance Company & Matrix Absence Management, Inc.

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1 Reliance Standard Life Insurance Company & Matrix Absence Management, Inc. Contact/Title Responsibility Contact Information Insurance Point Relationship Management Patty Parker Insurance Point Account Services Director Sabrina Stober Senior Sales Representative David Lea Regional Practice Leader Overall Relationship-Level Responsibility Dedicated IP Resource Block of Business Retention and Growth Escalations Sales RSL Sales Life, STD, LTD New business sales, renewals & cross sales IEB Sales (Matrix Products) FMLA, ADA, ASO New business sales and cross sales Direct Phone: (207) Cell Phone: (207) Sable Oaks Drive STE 300 South Portland ME Direct: Cell: East Woodfield Road Suite 437 Schaumburg, IL Direct Phone: (206) Cell Phone: (206) University Street, Ste. 908 Seattle, WA Kathy Schmoling National Client Manager Dee Cameron Client Service Representative National Accounts (2000+ Lives) Overall Client Responsibility Customer Retention Policy Issues Escalated Account Service Issues Main day-to-day contact 5500/commission requests eservice user add & deletes eservice password issues ecomm distribution changes Updates to the intake packet EOI questions Claim questions Plan design related questions and requests Benefit Highlights sheets Direct Phone: (423) Point Pleasant Road Newport, TN Toll Free Phone: (800) x 1136 Direct Phone: (847) dee.cameron@rsli.com 1100 E Woodfield, Suite 437 Schaumburg, IL 60173

2 Carmela Salomone Client Service Representative Michelle Orr Key Client Manager Kealy Merritt Key Client Manager Small-Middle Market ( Lives) Main day-to-day contact Account Owner on all Clients below 2,000 without IEB 5500/commission requests eservice user add & deletes eservice password issues ecomm distribution changes Updates to the intake packet EOI questions Claim questions Plan design related questions and requests Benefit Highlights sheets Account Owner Only on Clients below 2,000 lives with IEB Overall Client Responsibility Customer Retention Policy Issues Account Owner on aleaveiate Clients FMLA administration for clients 250-1,000 lives Direct Phone: (267) Market Street, Suite 1500 Philadelphia, PA Direct Phone: (913) W. 110 th Street, Suite 500 Overland Park, KS Direct Phone: (610) Freedom Business Center Drive Suite 220 King of Prussia, PA Joe Quintana Regional Practice Leader, Voluntary Benefits Brad Hoback Voluntary Market Coordinator Voluntary Product Support Voluntary/Worksite products: Sales/Quoting Sales Strategy Renewal Strategy Enrollment Coordination Expert in Voluntary Related Systems, Products, Processes Development of Voluntary Strategies And Voluntary Cross-Sell Opportunities Direct Phone: (480) East Highland Avenue, Suite 412 Phoenix, Arizona Direct Phone: (913) West 110 th Street, Ste 500 Overland Park, KS 66210

3 Home Office Service Support Team Reliance Standard Life Insurance Company 2001 Market St Ste 1500 Philadelphia, PA Underwriting Michael Spinelli Underwriting Leader Underwriting Decisions Overall Block Profitability Direct Phone: (267) Doris Coleman MaryAnn Corba Loretta Kelm-Ramos Margie Simon Director, Medical Underwriting Sold Case Submissions Policy Amendments Clearance Requests Contracts Contract & Certificate Creation (once bound by Underwriting) Resource for Contract Related Questions Contract & Certificate Creation (once bound by Underwriting) Resource for Contract Related Questions Medical Underwriting Escalated EOI Questions e-connect EOI Push Report Requests Toll Free Phone: (800) x 3571 Direct Phone: (267) doris.coleman@rsli.com Toll Free Phone: (800) x 4247 Direct Phone: (267) maryann.corba@rsli.com Toll Free Phone: (800) x 4203 Direct Phone: (267) loretta.kelm-ramos@rsli.com Toll Free Phone: (800) x 3651 Direct Phone: (267) margaret.simon@rsli.com RSL Disability Claims Team New claims can be faxed into our Processing Unit at or ed to claimsintake@rsli.com. This fax number and address should be used for new claims only. Updates for existing claims should be faxed to Claims Customer Service RSL has a Customer Service Department consisting of experienced Customer Services Representatives. Located in Philadelphia, they are responsible for handling general questions concerning the administrative process. PH: Option 6 Direct Line: customer.service@rsli.com Melissa Stone Group Integrated (STD) Claims Analyst Primary Short Responsible for the adjudication of Short PH: Ext: 3771 Direct Line: Melissa.Stone@rsli.com

4 Cheryl Jones Group Integrated (STD) Claims Supervisor Responsible for ongoing service of the STD PH: Ext: 3759 Direct Line: Cherise Dandy-Miller Primary Group Integrated (LTD) Claims Analyst Primary Long Responsible for the adjudication of Long PH: Ext: 3765 Direct Line: Patrick Bonsal Support Group Integrated (LTD) Claims Analyst Primary Long Responsible for the adjudication of Long PH: Ext: 4745 Direct Line: Angela Thomas Group Integrated (LTD) Claims Supervisor Responsible for ongoing service of the LTD PH: Ext: 3802 Direct Line: Theresa (Terri) Kowalchick Group Claims AVP Responsible for ongoing service of the LTD PH: Ext: 3709 Direct Line: RSL Life Claims Team New claims can be faxed into our Processing Unit at or ed to This fax number and address should be used for new claims only. Christine Wild Director Life Claims Denise Keys Life Claims Technical Consultant Spencer Wright Critical Illness & Accident Claims Examiner Responsible for ongoing service of the Life Responsible for ongoing service of the Life Primary Critical Illness and Accident claims PH: (800) x 3853 Direct Line: (267) christine.wild@rsli.com PH: (800) x 3669 Direct Line: (267) denise.keys@rsli.com PH: (800) x 3790 Direct Line: (267) spencer.wright@rsli.com

5 Matrix Absence Management, Inc. Claim Office David Gonzalez Integrated Claims Supervisor Diane Wood Integrated Claims Manager Katrina Smith Integrated Claims Director Matrix Absence Management Inc. Claim Office 2421 W. Peoria Avenue, Suite 200 Phoenix, AZ (General Office Contact) (Intake) or via Responsible for ongoing service of the Leave and PH: (800) x57133 Disability Responsible for ongoing service of the Leave and PH: (800) x52167 Disability Responsible for ongoing service of the Leave and Disability PH: (800) x Jane Cameron Specialty Services Analyst Reliance Standard Premium Based Billing Premium Remittance: Fully-Insured Products/LTD & GL Reliance Standard Life Insurance Company 2001 Market St Ste 1500 Philadelphia, PA Fully Insured Products Premium Posting Paid to date Reporting Coordinate rate/class/commission discrepancies with Agency, New Business and Underwriting Toll Free Phone: (800) x3768 Direct Phone: (267) Sulyn Langjahr Premium Services Analyst Fully Insured Products Premium Posting Toll Free Phone: (800) x2733 Direct Phone: (267) Matrix Fee-Based Billing Billing & Premium Remittance: Self-Insured Products/ASO STD & FMLA Matrix Absence Management Inc. 181 Metro Drive Ste 300 San Jose, CA Dora Avila Accounts Receivable Supervisor Self Insured Products & Administrative Fees PH: (408) Matrix eservices Reliance Standard Life Insurance Website Details 24/7 STD and/or FMLA online claims filing 24/7 Insured claim forms, EOI status, Life and LTD claim status Website: Website: