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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
September 15, 2016
Unipres U.S.A.
Nicole McCaffery
201 Kirby Dr
Portland, TN 37148
Re: Unipres U.S.A. Request for Proposal: Employee Benefits Brokerage and Consulting Services
Ms. McCaffery,
Thank you for inviting CBIZ to offer Unipres U.S.A. (Unipres) a proposal for benefits consulting and strategic planning
services. Having the opportunity to become acquainted with you, your organization and the detailed review of the
request for proposal has allowed us to provide a thorough response.
Many consulting firms today tout their industry experience, credentials and expansive capabilities. While we certainly
match up head-to-head in these areas, taking this approach leaves out the most important element – you.
This proposal focuses solely on your stated requirements, needs and plans for the future. Through our various
conversations and the RFP requirements, it is apparent the following elements in a benefits broker/consultant
matter most to you:
A firm that offers innovative solutions, creativity and compliance support to the management of your
program;
A firm that understands Unipres’ business objectives and respective needs;
Provide a benefit offering that is cost-efficient, improves overall employee wellness and is valued by
Unipres employees and their families;
Partner with a broker/consultant that provides expertise and guidance in support of all health and
welfare benefits including: risk management, cost, compliance, online enrollment, administration,
technical matters, strategic planning, employee engagement, communication, and day to day support
as needed.
We understand that service is critical to a successful partnership. While superior service is easy for us to talk about,
it is difficult to demonstrate. We encourage you to look at the full-scope of our services, but more importantly,
question our clients. New clients experiencing our model for the first time note the differences. We take a proactive
vs. reactive approach to the management of your account compared to many of our competitors.