27 / 116
CONF I DENT I A L │ PAGE 25
Joplin Schools RFQ – Group Benefit Broker/Consultants
RENEWAL & MARKETING
1. Annually, on or before the first day of February of each year, the Broker/ Consultant will provide the
District preliminary renewal projections based on claims analysis. (Dates may differ based on further
discussion with the District.)
CBIZ agrees to these terms.
2. Annually, on or before the first day of March of each year, the Broker/ Consultant will provide the District
with a written assessment of all insurance policies then in force for the benefit of the District and shall
include recommendations for improved coverages.
CBIZ agrees to these terms.
3. Annually, on or before the first day of May of each year, the Broker/ Consultant will provide the District
with Notification of any proposed insurance rate and/or service fee is to be received by the District. The
District prior to implementation must approve all amendments and adjustments. The Board of Education
approves rates in May of each year.
CBIZ agrees to these terms.
4. All negotiations with insurance carriers or other providers of insurance products, Broker/Consultant will
act solely for the benefit of the District and its employees without regard for the benefit of the
Broker/Consultant or any other person or entity. Confirm that the District’s Superintendent, Chief Financial
Officer, Human Resources Director and Benefits Coordinator will be in all negotiations involvement placing
of the District’s insurance programs.
CBIZ agrees to these terms.