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CONF I DENT I A L │ PAGE 4
Health and Welfare Benefit Brokerage Services Proposal
Executive Summary
We have a specialized benefits advisory and consulting practice, serving many employers in the Greater Kansas City
area and around the country. We are excited about continuing as a partner with your organization.
Our Understanding of Ewing Marion Kauffman Foundation’s Needs
Based on our work together since August of 2010, we believe we understand the objectives critical to a successful
partnership for the Foundation and CBIZ.
A.
Long-range/ strategic planning
B.
Preservation of “best in class” benefits as a tool to attract and
retain the best talent
C.
Actuarial and reporting tools to forecast budgetary expenses
D.
Proactive guidance for evolving dynamics of the organization
E.
Ongoing day-to-day support
F.
Specific guidance related to changes in legislation
G.
Effective employee communication
H.
Ease of administration
I.
Innovative and creative solutions
Our team has proven to be an effective and efficient partner. Together we
will continue to lead the Foundation to its desired results.
It is important to note, our carefully honed process for serving our
customers is intentionally designed to yield a thorough understanding of your organization. This allows us to provide
appropriate recommendations, a documented strategic plan and measurable outcomes. The placement or
“brokering” of insurance is the easy part of any engagement. Our value comes from
knowing how to execute the
right cost containment tools to achieve the best possible outcomes to achieve your goals.
Key Objectives
High-Touch Service
–
Our high client retention averaging 13 years and client satisfaction rates speak to
our ability to continually meet or exceed our clients' expectations. In addition, your dedicated service team
has an average industry tenure of over 20 years. CBIZ is committed to developing a partnership in which you
know that you are our top priority. Our standard scope of services includes daily support backed by our
service commitment and frequent face-to-face meetings. We are committed to providing service and we are
willing to build a performance guarantee into our compensation structure.
•
Strong understanding of non-
profit employer needs
•
A comprehensive
understanding of the
Foundation
•
Recognized industry presence
•
Easily accessible and
responsive team
•
Experienced technical experts
•
Proven track record