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CONF I DENT I A L │ PAGE 10
Health and Welfare Benefit Brokerage Services Proposal
2. Of the items noted in Question #1, which ONE of these items is your differentiator?
We believe what sets CBIZ apart and what your organization has most benefited from is a consistent team of
professionals possessing a deep understanding of the Foundation’s culture, mission, benefit history, processes and
business objectives. These highly trained professionals balance a historical view benefit the foundation through
leadership changes and for many years to come. This, combined with a depth of resources and dedication to
partnership has resulted in a successful 7 years and we are committed to providing outstanding, high-quality service
and innovation to the Foundation in the future.
3. Please provide us with a specific example of an innovative or creative solution you’ve implemented for a
client in the last year.
Keeping up with innovation in the human capital and HR field is tantamount to our success. With billions of dollars
poured into the risk management, education, administration and communication, we make it our mission to stay
abreast of the latest developments. That said, carefully balancing the latest trend with client specific goals and
objectives takes a deep understanding of client objectives as well as knowledge and forethought. Below is an
example of a client easing into some recent trends for our industry resulting in substantially different outcomes.
Success Story: CBIZ Client