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CONF I DENT I A L │ PAGE 10
Joplin Schools RFQ – Group Benefit Broker/Consultants
5. How and when will your firm be analyzing the existing plan designs and identify insurer and funding
alternatives for reducing annual costs to both the District and the employee? Describe the negotiation/bid
process used.
Our engagement begins with an extensive new client onboarding process. CBIZ brings many resources and strong
technical expertise, but to ensure our partnership is meaningful and successful we must first take the time to get to
know the District -- from your culture to the nuts and bolts of your benefit plan design. By investing the time to do
this at the beginning of our relationship, your CBIZ team will be able to provide the most impactful strategic plan
advice.
Our onboarding process includes:
Organizational, business and financial objectives;
The role of employee benefits in your total rewards package;
Your business and benefits landscape, including corporate culture, workforce characteristics, multi-
generational issues and employee expectations;
Benefit plan design benchmarking;
Employee self-service objectives;
Complete review of all contracts and plan documents;
Eligibility and compliance review (Please see Exhibit I for more details about regulatory affairs and
compliance);
Reviewing health plan analytics including cost drivers and utilization patterns;
Review current wellbeing programs with the CBIZ Wellbeing Solutions Assessment;
Understanding and discussing key responsibilities within your organization, as well as current
strengths and challenges with administering the current benefit programs;
Establish bi-weekly client calls;
Scheduling strategic planning meetings.
The CBIZ team will gather the documents and materials necessary to complete the onboarding activities and will
schedule time with the District’s team to further understand your corporate culture and priorities.