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CONF I DENT I A L │ PAGE 22
Joplin Schools RFQ – Group Benefit Broker/Consultants
ONLINE AND ENROLLMENT SERVICES
1. With your experience with an account the size of the District
–
exactly what is your involvement to be
during the annual open enrollment process? Typically, how many of your employees do you anticipate to
provide at enrollment meetings compared to the number of individuals sent by the insurer?
CBIZ provides qualified personnel with the necessary knowledge and experience to conduct or assist in annual open
enrollment meetings, as well as new employee orientation meetings. In addition, our Medicare Specialist meets with
those anticipating retirement a few times annually, both for group presentations and to take individual questions.
We enjoy the opportunity to be intimately involved in the process. Resources for open enrollment include, but are
not limited to:
Enrollment
counseling
Enrollment and
Administrative
Technology
Benefit Statements
Call Center Support
Insourcing
Benefits document
center
Mobile application
Combination of the
above
An effective open enrollment process is customized based on the attributes and desires of the covered population.
We work closely with the Human Resources team and the benefit vendors in the communication program. CBIZ
coordinates enrollment meetings designed to maximize employee participation. Very often, the benefit selection
decisions are made by a participating spouse, so written communication is essential.
CBIZ takes a proactive approach to annual benefits enrollment. Starting early and staying on track are our
specialties. We will:
Coordinate the enrollment process with
vendors including eligibility data;
Develop employee communication
materials including announcement
letter, benefit summaries and custom
materials as needed;
Review vendor and/or client enrollment
materials;
Identify enrollment capabilities –
internal or outside vendor;
Facilitate employee meetings including
PowerPoint presentations, carrier
attendance and supplies; and
Provide vendor interface throughout the
enrollment season.
There may be some additional fees for third-party services.