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CONF I DENT I A L │ PAGE 22
Benefits Consulting Services RFP
DECEMBER 2017
Complete Open Enrollment
Review final contracts
Continued implementation
Financial overview
JANUARY 2018
Continue renewal implementation
Reserve valuation
Financial overview
FEBRUARY 2018
Review contracts and SPDs from carriers/vendors
Open Enrollment recap meeting
Present Final 2017 claims review, enrollment migration
Financial overview
FEBRUARY/ MARCH
2018
Present claim analysis and CBIZ analytic review
Evaluate funding adequacy
2019 pre-renewal strategy meeting
Annual stewardship meeting
Discuss strategies to mitigate increases
Financial overview
Cost Containment
CBIZ believes wellbeing and claim prevention are
the most essential elements to controlling cost of
health and prescription drugs. The processes and
leadership role we take will make
implementation in incremental stages feasible
for HR and senior leadership.
Step one is development of a 3-5 year strategic
plan which aligns with Unity’s overall vision and
values. This plan incorporates wellbeing and
benefits programs and resources. A holistic
strategy would focus on
increased employee
engagement and cost control.
Cost Containment Strategies
This graphic
represents strategies CBIZ utilizes to
impact cost. CBIZ builds strategies around each which ultimately creates greater value for employees and Unity.