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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
General Plan Performance/Expense Overview
Large Claim Report
Quarterly Reports/Meetings Monthly Report Summary Plus:
Utilization Data Analysis
Performance Standard Review- Vendor performance guarantees
NavMD
Annual Reports/Meetings Quarterly Summary Plus:
Financial Comparison
Benchmark Review/Analysis
Performance Standard Review/Stewardship Report
Wellbeing Scorecard
Strategic Review
Generational Analysis
Risk Analysis
Actuarial Renewal Funding Evaluation Plus:
Funding Projections
Plan Modeling
Migration Assessments
Reserve Valuations
Monte Carlo Simulations – Stop Loss Evaluation
g. Data Warehousing – capture detailed medical and pharmacy claims data, biometrics and eligibility. Please
elaborate on the capabilities of your data warehousing tool, if applicable.
CBIZ uses data plan analytic tools to make informed decisions on medical, dental and pharmacy claims. Unipres’
proposed team has access to multiple resources for quality, outcomes, population health management, chronic
conditions and other key information.
CBIZ clients are given access to analytic tools which will incorporate data from medical, Rx, wellbeing, biometrics
and other pertinent data sets. Based on the specific appetite for data and complexity of the plans, one of two
resources will be accessed for clients. For example the priority forecasting tool, NavMD. NavMD Analytics is a
predictive health care analytics application delivering actionable insight for better decisions about managing the
health of a given population. Better decisions mean providing a higher quality of care at a lower cost with a focus on
wellbeing. NavMD Analytics consists of three main components as outlined below.