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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
Executive Summary
Unique to CBIZ is our process for onboarding new clients, identifying opportunities and threats and creating optimal
outcomes for cost, compliance, communication, administration and employee wellbeing through strategic planning
and execution. Known as the CBIZ signature process, it is designed to ensure that near-term needs are balanced
against long-term strategy and together, managing towards continuous improvement.
While our proposal is comprehensive, it is possible to summarize in 14 key points::
1. There is no preference for fees or commissions.
2. We will establish the right level of compensation and utilize fees, commissions or both to achieve the desired
outcome.
3. With a thoughtful process we will execute a smooth transition from your current insurance broker to the CBIZ
consulting, advisory and support team.
4. We will provide a thorough review of all health and welfare benefits, with consideration of cost, claim
utilization, compliance, communication, administration, wellbeing and clinic support.
5. Our review includes independent analysis of claims data utilizing NavMD claims review and modeling
technology.
6. Our team will develop a statement of opportunities and threats as it relates to the above.
7. Together we will conceive the development of a strategic plan, implementation and management scorecard.
8. Our service model and financial proposal includes actuarial services.
9. Our consulting team includes dedicated specialists for compliance, pharmacy and Care Here clinic support.