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PAGE 45

Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP

New carrier - manage implementation of

new vendors (if applicable)

Scheduled,

Ongoing

Included, No Limit

Manage a post -implementation debriefing

with Unipres and vendors to discuss

performance and opportunities for

improvement

Scheduled,

Ongoing

Included, No Limit

Verify accuracy of ID cards and other

employee materials

Scheduled,

Ongoing

Included, No Limit

Confirm plan data is configured properly

for claim payment system

Scheduled,

Ongoing

Included, No Limit

Communication Services

Scheduled

/ Ongoing

As

Requested

Additional Fee and/or

Frequency Limit

Total Compensation Statements

Scheduled,

Ongoing

Third-Party Service, May

Require Additional Fees

Project management of all vendors

involved in the production and distribution

of open enrollment and other

communication materials

Scheduled,

Ongoing

Included, No Limit

Monthly benefits newsletter and ongoing

communication support based on Unipres’

needs

Scheduled,

Ongoing

Included, No Limit

Creation of open enrollment guide and

annual enrollment materials based on

Unipres’ branding

Scheduled,

Ongoing

Included, No Limit

Enrollment meeting support during annual

enrollment (locations to be determined)

Scheduled,

Ongoing

Included

Vendor Management and Ongoing Services

Scheduled

/ Ongoing

As

Requested

Additional Fee and/or

Frequency Limit

Drive ongoing projects and manage an

outstanding issues log

Scheduled,

Ongoing

Included, No Limit

Problem avoidance and resolution

Scheduled,

Ongoing

Included, No Limit

Claims advocacy and resolution

Scheduled,

Ongoing

Included, No Limit

Dedicated resource for ongoing claim

issues and day to day administrative

support

Scheduled,

Ongoing

Included, No Limit