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CONF I DENT I A L │ PAGE 62
Benefits Consulting Services RFP
CBIZ Group Health & Welfare Services
Employee Benefits Core Services
New Client Implementation and Assessment
See onboarding timeline on page 20
Strategic Planning
Develop a 3-year strategic plan designed to positively impact plan design, wellbeing engagement, healthy
outcomes, and financial metrics, resulting in a more productive workforce
Develop a customized management dashboard to monitor progress and recommendations, and measure
strategy effectiveness
Provide client with upcoming and current innovations to contain costs and improve health, such as high
performance networks, direct pay relationships, telemedicine, onsite clinics, and incentive and reward
design
Ongoing management of strategic plan to include optimal integration of group health plans with safety,
workers compensation and wellbeing strategies
Financial Management and Actuarial Services
Financial Management
Benchmarking & Claims Analysis
Annual proprietary analytics
Financial reporting – monthly
Financial
Management
& Actuarial
Services
Compliance &
Regulatory
Affairs
Pharmacy
Benefit Plan
Management
ACA Guidance
Plan
Renewals
Strategic
Planning
New Client
Implementation
and Assessment
Employee
Education
And
Communication
Ongoing
Support
Day to Day
Service
Wellbeing
Solutions and
Onsite Clinic
Consulting