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CONF I DENT I A L │ PAGE 44

Joplin Schools RFQ – Group Benefit Broker/Consultants

CBIZ Group Health & Welfare Services

Employee Benefits Core Services

New Client Implementation and Assessment

See onboarding timeline (once awarded your business)

Strategic Planning

Develop a 3-year strategic plan designed to positively impact plan design, wellbeing engagement,

healthy outcomes, and financial metrics, resulting in a more productive workforce

Develop a customized management dashboard to monitor progress and recommendations, and

measure strategy effectiveness

Provide client with upcoming and current innovations to contain costs and improve health, such as

high performance networks, direct pay relationships, telemedicine, onsite clinics, and incentive and

reward design

Ongoing management of strategic plan to include optimal integration of group health plans with safety,

workers compensation and wellbeing strategies

Financial Management and Actuarial Services

Financial Management

Benchmarking & Claims Analysis

Annual proprietary analytics

Financial reporting – monthly

Financial

Management

and Actuarial

Services

Compliance

and Regulatory

Affairs

Pharmacy

Benefit Plan

Management

ACA Guidance

Plan

Renewals

Strategic

Planning

New Client

Implementation

and Assessment

Employee

Education and

Communication

Ongoing

Support

Day to Day

Service

Wellbeing

Solutions and

Onsite Clinic

Consulting