11 / 108
CB I Z Re s pon s e │ Pa g e 11
We Value Efficiency and Service
We understand the importance of creating efficiencies. We listen to your ideas and concerns and bring practical
solutions to you in both financial and operational areas. Expect us also to provide proactive communication about
new compliance and regulatory issues, insights into emerging risks, and other issues of importance to VNAC – at no
additional cost.
Proactive Communication
It’s true no one likes to be caught off guard in any situation, and this philosophy will continue to be applied to our
relationship with you. You can expect proactive communication about new compliance issues, insights into emerging
trends and other issues of importance to you. This includes free webinars, white papers, newsletters and other
resources to keep you up to speed on issues pertinent to your organization. In addition we provide you with resources
and materials for employee communication so your employees understand and appreciate their benefit package. Media and
materials may include: custom benefit guides, websites, flyers, Brainshark videos and more. Please see Exhibit D for Sample
Employee Communication.
Single Source Solution
CBIZ is able to provide an integrated solution providing employee benefits, property and casualty and retirement
planning services. This translates to better value for VNAC.
2. Please describe your firm’s approach to strategic planning. Please provide an example of a
strategic planning presentation.
The CBIZ approach to strategic planning begins when a senior consultant establishes a relationship with each new
client and stays with them throughout the entire process. That specialist works with the entire CBIZ team,
accessing
resources, knowledge, and expertise to ensure every client gets the most of what CBIZ has to offer.
It starts with a
comprehensive analysis of our client’s business to understand their goals and help us customize a plan to each
business case. We benchmark our client’s current position, take an assessment and then work to build a strategic
plan with key markers that deliver on our client’s vision.
Health & Welfare
So how do we put this and other
information into an actionable
strategic plan? Collecting and
analyzing data from multiple sources
enables us to identify needs, risks,
gaps in care, etc. that our customized
strategic plan aims to address and
allows us to measure its
effectiveness. The process is
illustrated in the following graphic.
Please see Exhibit B for Sample
Strategic Plan and Scorecards.