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CB I Z Re s pon s e │ Pa g e 4

Executive Summary

Providing quality patient care is your primary focus. Ours is prescribing the

right health and welfare, risk and retirement plan services for your practice.

From cost containment strategies, workers’ compensation and retirement

plan compliance to health care reform, cyber breaches and employee

engagement, we’ve got you covered. Our in-depth knowledge of the risks

facing not-for-profits and health care providers, coupled with our expertise

in risk mitigation, allows us to help our clients manage risk across the

organization.

As you will see in the contained proposal, we have built a team designed

with a collaborative approach to deliver better outcomes for VNAC.

Our Understanding of Visiting Nurse Association’s Needs

As a local specialist with national resources, the depth of which is unparalleled, your engagement team will

quickly demonstrate the knowledge, experience and expertise necessary to exceed your expectations. Based

on your objectives listed in the RFP, CBIZ is prepared to assist you with the following and more:

1.

Identify the top challenges in all matters relating to

VNA Corporation’s health and welfare employee

benefits, P&C plans, retirement plans, and make

recommendations for changes based on VNA

Corporation’s financial needs, employee needs,

industry trends or market conditions.

2.

Model the cost impact of any recommended or

mandated changes.

3.

Assist in the administration of all group insurance

plans, responding to questions from and providing

information to staff, and providing other consulting

services during the course of the plan year.

4.

Assist VNA Corporation in complying with laws and

regulations related to employee benefits, and P&C

insurance plans.

5.

Review an analysis of claims experience and other

pertinent financial information.

6.

Determine and recommend the most economically

viable funding methods for the benefit programs.

7.

Represent VNA Corporation in all negotiations with

providers on all issues including those related to

fees, premiums, benefit levels, plan design and

special terms and conditions.

8.

Meet with and provide reports to various VNA

Corporation representatives.

9.

Assist VNA Corporation with the implementation

and communication of new programs or changes

to existing programs, which will include drafting of

communications and presentations.

10.

Research and inform VNA Corporation of any new

developments in the state and federal laws

pertaining to employee benefits, P&C plans, and

retirement plans on an ongoing basis.

11.

As requested by VNA Corporation, prepare bid

specifications and solicit proposals from insurance

markets as needed. Evaluate bids and bidders,

including administration, claim payment

procedures, customer service, network and all

other elements as appropriate.

12.

Interface with insurance carriers as needed to

assist VNA Corporation in the resolution of

problems associated with the insurance plans.

13.

Support VNA Corporation as needed in the event of

acquisitions of other companies.

14.

Meet with VNA Corporation HR, senior leadership

and insurance benefits committee a minimum of

quarterly per year, on-site, at the VNA Corporation

corporate office and monthly claims reporting to

VNA Corporation HR and senior leadership.

Strong understanding of non-

profit and healthcare employer

needs

Creative problem solvers

Award winning integrated

wellbeing strategies

Recognized industry presence

Easily accessible and responsive

team

Experienced technical experts

Proven track record