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CONF I DENT I A L │ PAGE 63
Benefits Consulting Services RFP
Actuarial Services
Funding Development/Projection
Premium Equivalents
Employee Contribution Strategies & Calculations
Reserve valuation
Model plan design changes, migration studies, contribution strategies and more
Pharmacy Benefit Consulting
Carrier or PBM pharmacy contract review
PBM (procurement)
Plan design and benefit management
Market check (as allowed in current contract)
Annual pharmacy experience review and clinical recommendations
Plan Renewals and Management
Plan Review
Monthly Claims Review
Financial Overview
Utilization Review Meeting
Quarterly Claims Review Meeting
Model Pricing Impact of Plan Design Alternatives
Strategy/Planning Meeting with Client to include
CBIZ Wellbeing Solutions Readiness
CBIZ Updates and Capabilities Review
Planning and understanding of client's goals and long term strategy
Development and approval of timeline
Stop loss Contract Review
Case Strategy Document
Compliance Checklist Review
Plan Management
Conduct mid-year Renewal Strategy meeting and develop timeline for accomplishing all renewal tasks
Based on 3-year strategic plan, design and implement or request proposals utilizing a proprietary process
and industry leverage to facilitate competitive proposals
Draft bid specifications
Negotiate renewal pricing and contract provisions
Analyze, review and summarize bid responses