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CONF I DENT I A L │ PAGE 24
Benefits Consulting Services RFP
We are committed to providing the highest level of professionalism and service available. Unity will benefit from a
team that understands the unique challenges of public purchasing, labor negotiations and transparent government;
offers creative strategies as the market changes, provides advice on technical capabilities in a quick yet practical
way; and brings value-added ideas to save you money. Please see Exhibit I for sample Wellbeing Strategies and
Employee Engagement materials.
Plan Design
Our firm excels at the evaluation process because we go beyond simply providing data and instead provide solutions
supported by data. Our clients have implemented a variety of alternative strategies based on both the data and
solutions we bring. Examples include captive arrangements, PBM consortiums to enhance purchasing power and
transparency, cost plus reimbursement arrangements and onsite clinic ROI and others.
In addition to dedicated service team members, we offer expertise to provide actuarial guidance, data feeds,
customized reporting, pharmacist review, and identifying gaps in care. Sample Financial and Actuarial Reports can
be found in Exhibit G.
Methodology
Carefully analyzing the current employee benefit strategy, documents, procedures, employee self-service capabilities
and benefit contracts allows our team to more effectively provide guidance. We use a thorough process to review;
cost, funding, financial and utilization reporting, compliance, communication, as well as administrative policies and
procedures. In addition, CBIZ has numerous benchmarking resources for plan design and cost evaluation compared
against national and regional databases. Through a comprehensive document request from insurers and the client,
as well as a thoughtful stakeholder interview process, your engagement team will collect and synthesize information
to customize a strategy for Unity.
Please see below for our strategic planning, review and marketing process for our clients.
Strategic Planning
Strategic planning is a hallmark of our partnership. Utilizing the information above, developing a well-documented
strategy is the blueprint for success. Typically for a new engagement CBIZ will work closely with your human
resources and finance team to document a three to five year strategy.
Pre-renewal Planning
Selecting insurance products is secondary to identifying,
building, documenting and executing a strategic plan.
Traditional insurance brokers will commoditize the census
and claims data, an employee benefits specialist places the
buying process on the commoditizing the strategy. Doing so
allows our clients to optimize pricing and other outcomes.