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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
Our first step will be an in-depth review of your current situation. Together, we will explore:
Organizational, business and financial objectives
The role of employee benefits in your total rewards package
Your business and benefits landscape including corporate culture, workforce characteristics, multi-
generational issues and employee expectations
Benefit plan design benchmarking
Review current wellness programs and incentives
Impact of health reform and other regulatory issues
Employee self-service objectives
During our planning sessions, we will listen, ask questions and provide insights. We will consider a range of factors
including benchmarking results, use of incentives, out-sourcing versus in-sourcing, vendor management, value-
based plan designs, consumerism, and employee health and productivity.
The outcome of our strategy sessions will be well-defined goals and objectives for benefits in the next three years.
Rather than supply “off-the-shelf” solutions, we will collaborate with you to develop a customized action plan to
achieve the goals you set.
Based on our planning sessions, we will create an action plan that clearly defines:
Your goals and objectives;
A brief description of current benefit plans and possible actions to align benefits with the goals and
objectives;
Proposed services including potential renewals and marketing, funding analysis, health and
productivity initiatives, communications, compliance activities, etc.;
A timeline showing milestone activities, responsibility and completion dates; and
A scorecard for measuring effectiveness.