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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
Renewals
We request that renewals be delivered by carriers at least 75 to 180 days prior to the renewal date. During the
renewal process, we will:
Evaluate all renewals for technical accuracy, completeness, consistency, and use of up-to-date trend
information;
Negotiate renewal terms, conditions, and creative alternative plan design options on your behalf; and
Help you develop a benefits budget forecast, if applicable.
To accept the renewal, we will complete all vendor forms and employer applications to “signature ready” condition.
We will closely review all vendor documents, contracts, administrative forms, booklets, and summary plan
descriptions, utilizing the expert eyes of our compliance team
i. Competitive Marketing and Placement of Plans – assisting with the development of marketing specifications,
identification of market conditions, evaluation of proposals, negotiations and placement.
Marketing
If our pre-renewal analysis calls for competitive bidding, we will draft specific, customized bid specifications,
according to criteria approved by Unipres and submit them to potentially best-fit vendors. Upon their response, we
will review and analyze each response in light of your objectives. We will then deliver to you:
A detailed analysis and comparison of the vendors’ plan designs, provider match-up, and funding
options;
An assessment of which proposal is most compelling and why, any underlying nuances that should be
considered and things to consider when making your final decision.
An executive summary and presentation to management as necessary.
We will also organize and facilitate vendor finalist meetings and offer an unbiased assessment of each
presentation.
Market Relationships
CBIZ has preferred or platinum status with national and local insurance carriers, benefit administrators, and
financial services companies. Regardless of your size or benefit plan design, we can help you select the right fit
partner. We have cultivated goodwill and leverage with providers of medical, dental, vision, disability, life insurance,
and other health and welfare benefit plans. We are preferred producers and sit on several Broker Advisory Councils
for several major carriers.