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CONF I DENT I A L │ PAGE 5
Benefits Consulting Services RFP
CBIZ is confident that we can effectively and efficiently manage these issues and ultimately lead Unity to its desired
results. In order to enhance the value, effectiveness, and/or reduce the cost of the overall project, we propose the
following plan of action:
Document a strategic plan with acknowledgement of culture, budget,
organizational health, risks and opportunities to provide a roadmap for
success;
Provide plan benchmarking against similar institutions to help Unity
provide a best in class benefits program;
Utilize CBIZ actuarial resources for plan modeling and forecasting;
Provide monthly, quarterly and annual review of financials and claims
experience;
Review alternate funding mechanisms including fully insured and self-
funded options;
Assistance, interpretation and recommendations for compliance,
regulatory and reporting requirements pertaining to COBRA, HIPAA, DOL,
Health Care Reform;
Focus on Customized Employee Communication and Education; and
Ongoing analysis of utilization of plan with recommendations.
As a local specialist with national resources, the depth of which is unparalleled, your engagement team will quickly
demonstrate the knowledge, experience and expertise necessary to exceed your expectations. Our process will yield
a thorough understanding of your organization, appropriate recommendations, a documented strategic plan and
measurable outcomes. The placement or “brokering” of insurance is the easy part of any engagement. Our value
comes from
knowing how to execute the right cost containment tools to achieve the best possible outcomes.
Key Objectives
High-Touch Service –
Our high client retention averaging 13 years and client satisfaction rates speak to our
ability to continually meet or exceed our clients' expectations. In addition, your dedicated service team has
an average industry tenure of over 20 years. CBIZ is committed to developing a partnership in which you
know that you are our top priority. Our standard scope of services includes daily support backed by our
service commitment and frequent face-to-face meetings. We are committed to providing service and we are
willing to build a performance guarantee into our compensation structure.
Forward Thinking Strategy –
Our consultants will take the time to thoroughly learn about your organization
and benefits needs. Then, we will proactively provide observations and recommendations to develop a solid
benefits and health and productivity strategy. We do not stop there; we manage the implementation and
ongoing support of that strategy.
•
Strong understanding of the
not-for-profit industry
•
Recognized industry presence
•
Easily accessible and
responsive team
•
Experienced technical experts
•
Proven record of seamless
transitions