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Open Enrollment Considerations
Web applications and videos to make the employee education process more dynamic
Independent counselors or call centers for the purpose of communication, education, consultation and
enrollment data collection
Private exchanges as an education and buying experience integrated with defined contribution employee
contribution model to fix employer expense
Low or no cost technology for the purpose of employee self-service and effective communication
Property & Casualty
CBIZ has focused on establishing best in class industry experts on nearly every facet of a company’s insurance
program. Collaboration between these experts and across our various offices allows us to remain on the cutting
edge of our client’s needs.
Education is essential to remain ahead of the curve and is taken very seriously at CBIZ. We provide various forms of
education to our clients that include:
Peer roundtables for sharing of ideas
On-site training when appropriate delivered by industry experts
Continuous communications with our clients through a variety of approaches when new and
Innovative ideas are discovered.
CBIZ employees participate in a variety of professional organizations that allow our employees the chance to learn
new ideas and then deliver value added solutions to our clients.
Retirement Plan Services
CBIZ RPS has created the CBIZ Resource LibraryTM which is a proprietary document repository for companies to
help mitigate concerns that often arise through the operation of a retirement plan. CBIZ Retirement Plan Services
has been solving retirement plan problems for over three decades, and our expertise has led to the development of
educational white papers, legal opinions, and case studies. These tools give you access to solutions that can be
implemented to either help solve or prevent common plan issues. We also offer webinars and education
symposiums that explain new regulations and retirement plan features to help you and your participants stay up-to-
date.
Delivery of the CBIZ Resource LibraryTM is customizable to each client engagement – delivery via hard copy,
electronic, mail merge to Committee, or as part of retirement plan committee meetings. Please see the image to the
right for more information.