CBIZ Response_Unipres USA Proposal

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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
Sample Onboarding Timeline
Upon Hire
 Obtain Broker of Record Letters
 Finalize Engagement Letter
 Review CBIZ Service Model
 Data Request and Collection
 Obtain claims data from Carriers to
conduct benchmarking and analysis
 Conduct Review of Contracts
 Provide Claims Advocate contact
information and communication
materials
 Refine Timeline to meet key target
completion dates.
July–September 2016
 Conduct Plan Review (International
Wellbeing and US Health and Welfare
Benefits)
 Benchmarking and Best Practices
Comparisons
 Review Rates and Contribution Levels
 Investigate Administrative Efficiencies
 Integration of Plans - Gaps/Overlaps
 Review Employee Structure
 Present Observations and
Recommendations
 Establish Priorities and refine timeline
 Conduct Compliance Review (1-2 Hour
Session)
 ACA Compliance Review
 Develop Communication
Strategy/Timeline
 Begin providing Daily Client Service
Support
 Develop Customized Financial Reporting
 Review Open Enrollment Process
September 2016
 Evaluate Funding
 2017 Renewal Planning Session
- Review projections
- Finalize Priorities
 Implementation of renewal strategy
 Request Renewals from carrier
partners
 Market plans if needed