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Request for Information | Questionnaire
1. Please describe your firm’s overall business philosophy as it relates to corporate
sponsored health, welfare, P&C plans, and retirement plans. What distinguishes your firm and
its services from competitors?
Philosophy
The core philosophy of CBIZ is quite simple: We believe in making it easier for our clients to run their businesses. At
CBIZ, our product is time and expertise. Like VNAC, we have invested significantly in our resources to create industry
leading results in client retention, customer experience and satisfaction. We take pride in expertise, creative
thinking and commitment to developing solid and lasting relationships with our clients. Our ultimate goal is to
become your trusted advisor.
CBIZ is unique in its ability to provide integrated solutions from multiple disciplines to help businesses better
manage their risks, finances and employee assets. Our service philosophy is one of open and constant
communication. We take a proactive approach while providing responsive, value-added services. We will listen to
your ideas and concerns and will bring creative solutions to you in both financial and other operational areas.