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Brokerage Services for CBIZ Employee Services Organization
 Conduct compliance audit upon engagement
 Provide annually updated “For Your Benefits” reference guideline
 Educate regarding federal and state requirements (for example: COBRA, HIPAA, and Medicare
Part D)
 Provide updates and support compliance issues (“At Issue” publication)
 Prepare 5500 forms
 SPD & Wrap Document creation
 Educational seminars and/ or webinars
 Benefit Booklets to contain all required regulatory communications
 Communications
 Benefit Booklets, Brainshark Enrollment Videos with hyperlink, In-Person Meetings, Bi-Lingual
support, Flipping Book smart phone technology
 Cost-Containment and population health strategies
 Over 30 years of expertise in the healthcare industry to include implementing Accountable
Care Organizations. Strategies in Population health management, and cost containment
leading to multimillion dollar savings in projected costs.
 Successful management of clients’ utilization below the Price Water Cooper (PWC) trend-line
with data backing beyond 10 years. Clients include Fortune 500 entities enjoying savings while
keeping the integrity of the benefit design intact.
 Successfully saved clients through Dependent Eligibility, Medical Plan, and Network audit
 Update to the Annual service timeline and three-year strategy on an annualized basis
 National Pharmacy Director to consult and provide National partnerships on various Pharmacy Benefit
Managers for your benefits program
 Through the creative strategies of our Pharm D., we were able to save over 1.2 Million
through Pharmacy Consulting for a client with around 1,800 employees
 Successful implementation of communications and enrollment strategies that significantly aid in
employee recruitment and reduction of turnover resulting in multimillion dollar savings