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CONF I DENT I A L │ PAGE 1
Benefits Consulting Services RFP
Table of Contents
Section
Page
Table of Contents ...................................................................................................................................................................1 Cover Letter ............................................................................................................................................................................2 Executive Summary................................................................................................................................................................4 1. Benefits Programs .............................................................................................................................................................7 2. Agent/ Broker History and Experience .............................................................................................................................8 3. Qualifications .................................................................................................................................................................. 16 4. References ...................................................................................................................................................................... 33 5. Conflicts of Interest ........................................................................................................................................................ 36 6. Proposed Fees for Services............................................................................................................................................ 37 7. Required Documents...................................................................................................................................................... 40 Why Choose CBIZ ................................................................................................................................................................ 43 Exhibits ................................................................................................................................................................................ 44