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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.