USE 2017 APR

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USE COMPANY SERVICE TIMELINE 2017
MONTH ACTIVITIES / DELIVERABLES RESPONSIBLE
January  Post Renewal/Carrier Transition Tasks
 Monthly Financial Overview
CBIZ/USE/Carriers
CBIZ
February
 Carrier Document Delivery
 Document Delivery
 Monthly Financial Overview
BCBSKC
CBIZ
CBIZ
March  Document Review
 Monthly Financial Overview
CBIZ
CBIZ
April  Quarterly Claims Dashboard
 Monthly Financial Overview
CBIZ/USE
CBIZ
May
 Annual Performance Summary Review / Benchmarking / Timeline
 5500 Preparation
 Issue Ben Admin RFP
 Monthly Financial Overview
CBIZ/USE
CBIZ
CBIZ/USE
CBIZ
June
 Ben Admin Review, Final Decisions, and Begin Migration Process
 Compliance Checklist and Updated Contract and Admin Process Review
 Finalize GO365 Renewal and Communication
 Monthly Financial Overview
CBIZ/USE
CBIZ/USE
CBIZ/GO365
CBIZ
July
 Renewal Planning (projections, funding options, communications,
technology)
 Quarterly Claims Analysis
 Develop RFP (if applicable)
 Monthly Financial Overview
CBIZ/USE
CBIZ/USE
CBIZ
CBIZ
August
 Issue RFP (if applicable)
 Blue Cross Renewal Delivery
 Monthly Financial Overview
CBIZ
CBIZ/BCBSKC
CBIZ
September  Renewal Presentation/RFP Results
 Monthly Financial Overview
CBIZ/USE
CBIZ
October
 Renewal Decisions (Additional Option Evaluation)
 Contribution Strategies and Calculations
 Open Enrollment/Communication Strategy Implementation (drafts, etc.)
 Implementation and Renewal Document Review
 Quarterly Claims Utilization Analysis
 Monthly Financial Overview
USE
CBIZ/USE
CBIZ/USE/Carriers
CBIZ/USE
CBIZ/USE
CBIZ
November  Open Enrollment
 Monthly Financial Overview
CBIZ/USE/Carriers
CBIZ
December  Enrollment elections finalized with carriers
 Monthly Financial Overview
CBIZ/USE/Carriers
CBIZ
As Needed/
Ongoing
 Regulatory Updates “Benefit Beat” and Healthcare Reform Bulletins
 Time Sensitive Communication “At Issue”
 Client Service Support
 Claim Resolution Support
 Billing & Eligibility Errors
 Wellness Newsletters
 Monthly Compliance Calls
CBIZ
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