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CONF I DENT I A L │ PAGE 8
Benefits Consulting Services RFP
2. Agent/ Broker History and Experience
a. Brief history of Agent/Broker including size and any specialty areas.
Company Overview
CBIZ, Inc. provides professional
business services that help
clients better manage their
finances and employees. CBIZ
provides its clients with financial
services including accounting,
tax, financial advisory,
government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services
include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life
insurance, HR consulting, and executive recruitment. With 100 offices in 34 states, CBIZ is one of the largest
accounting, insurance brokerage and valuation companies in the United States.
We strive to work with you every step of the way to improve health and wellbeing for your employees, resulting in
better outcomes for your organization. At CBIZ, our product is time and expertise. We take pride in expertise,
creative thinking and commitment to developing solid and lasting relationships with our clients. Our ultimate goal is
to
be your trusted advisor.
National Presence
CBIZ is:
No. 1 Benefits Specialists in the U.S. as ranked by Business Insurance 2016
No. 1 America’s Best Employers in Consulting and Accounting as ranked by Forbes Magazine in 2016
13th largest property & casualty firm in the U.S.
7th largest accounting firm in the U.S.
6th largest payroll services provider in the U.S.
One of the largest valuation firms in the U.S.