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CONF I DENT I A L │ PAGE 25
Benefits Consulting Services RFP
As described above, the CBIZ process begins when a senior specialist establishes a relationship with each new
client and stays with them throughout the entire process. That specialist works with the entire CBIZ team, accessing
resources, knowledge, and expertise to ensure every client gets the most of what CBIZ has to offer. It starts with a
comprehensive analysis of our client’s business to understand their goals and help us customize a plan to each
business case. We benchmark our client’s current position, take an assessment, and then work to build a strategic
plan with key metrics to deliver on our client’s vision.
Renewal Negotiation
The most aggressive pricing is achieved when a vendor becomes a partner with Unity. Our responsibility is to develop
these relationships to the fullest. For prospective partners, CBIZ must paint the picture of why Unity is the most
attractive group to insure. For current partners, CBIZ will enrich the relationships through collaborative development
of strategic plans. Activities prior to the renewal negotiations such as Wellbeing Summits, CBIZ/vendor partner
development sessions and regularly scheduled partner updates allow for the most aggressive pricing at renewal.
With a collaborative approach, CBIZ will aggressively achieve the most cost effective pricing for all plans and
Wellbeing resources.
Marketing Strategies
If our pre-renewal analysis calls for competitive bidding, we will draft specific, customized bid specifications,
according to criteria approved by Unity and submit to potentially best-fit vendors. Upon their response, we will review
and analyze each response with respect to your objectives.
Final Negotiation and Selection of New Vendors
As discussed above, the final negotiations and/or selection of new vendor is most effective with the appropriate
preparation in the renewal planning and strategic planning stages. At the point that final negotiations are
appropriate, CBIZ will represent Unity to obtain the solution that will best fit Unity’s needs at the most cost effective
pricing. Once this is accomplished, we will stay locked in with the vendor/partner to ensure that they deliver
according to final negotiated provisions.
Measuring Success
Creating and forecasting is just one component of a successful engagement. We take the process one step further
and create metrics that will then determine the success of the strategy. This will answer the question; “Did we help
you accomplish what we set out to do?” This comes in the format of an annual stewardship report and through a
scorecard that measures key metrics. Please see Exhibit D for a sample of a strategy and results of a CBIZ client.