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CONF I DENT I A L │ PAGE 12
Benefits Consulting Services RFP
e. List of providers the Agent/Broker is associated with.
We are fortunate to have preferred level relationships with most national providers and vendors as well as many
regional and local vendors, entitling CBIZ to preferred and expedited underwriting, set-up and implementation, and
claims/issue resolution units dedicated to servicing CBIZ business clients on a priority basis. We are preferred
producers and sit on Agent Advisory Councils for several major carriers and vendors, including Aetna, Blue Cross
Blue Shield, Anthem, CIGNA and United Healthcare and have strong relationships with third party administrators
such as UMR and CoreSource.
Additionally, we have preferred pricing with multiple wellness vendors, including Bravo and open enrollment
technology that we have vetted based upon their ability to integrate data, assist with maintaining compliance and
engage employees.
This is particularly important when utilizing your current vendors to the full capacity or selecting a new wellness and
open enrollment vendor and we have already done the due diligence for this, allowing Unity to leverage our preferred
pricing and spend time instead selecting the best provider based upon your culture.
f. Expected communication responsibilities.
You have a significant investment in your employee benefits program and CBIZ wants to make sure that you are
getting the best return on your investment. Clear, effective communication is the key to success for any employee
benefit plan. Health plans, in particular, are expensive programs that require employee decision-making, so it’s
essential to give employees the information and tools they need to enroll and make the most of the program.
Communication Media and Materials
CBIZ offers a range of communication services, from basic enrollment support to customized communication
campaigns. Materials and media may include:
Web blast announcements;
Online summaries, links to carrier sites, and benefit bulletins;