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PAGE 15

Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP

Section III Consulting Services

1. Describe how your firm will address Unipres’ needs in the following areas:

a. Strategic Planning - creation of an optimal benefits strategy that is consistent with our business

objectives.

Carefully analyzing the current employee benefit strategy, documents, administrative procedures, self-service

options and benefit contracts allows our team to provide effective guidance. We use a thorough process to review

cost, funding, financial and utilization reporting, compliance, communication, as well as administrative policies and

procedures. Additionally, CBIZ has numerous benchmarking resources for claim utilization plan design and cost

evaluation compared against national and regional databases. Through a comprehensive document request from

insurers and the client, as well as a thoughtful stakeholder interview process, your engagement team will collect and

synthesize information to customize a strategy for Unipres. Please refer to Exhibit C and D for more detailed

information about our Sample Timeline and

Strategy and Results.

Strategic Planning

Strategic planning is a hallmark of our

partnership. Utilizing the information above,

developing a well-documented strategy is the

blueprint for success. Typically for a new

engagement, CBIZ will work closely with your

human resources and finance team to

document a three to five year strategy. Our

focus is to help you align employee benefits

with organizational goals, legislative

mandates, obtain the best pricing, manage

compliance liability, and maximize employee

satisfaction.

Employee benefits are a substantial investment affecting multiple facets of your business, from organization morale

and employee retention to administrative efficiency and ultimately your bottom line.

That is why CBIZ begins each engagement with benefit and human resource objective setting, to ensure that your

benefit initiatives support your organization’s business and financial objectives.

Client Onboarding Process

To ensure our partnership is meaningful and successful we must first take the time to get to know your organization.

By investing the time to do this at the beginning of our relationship, your CBIZ team will be ready to provide the most

impactful strategic plan and advice.