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CB I Z Re s pon s e │ Pa g e 42
April 2018
Continue renewal implementation
Renewal recap meeting
Financial overview
May 2018
Open Enrollment recap meeting
Review contracts and SPDs from carriers/vendors
Present Final 2017 claims review, enrollment migration
Financial overview
June 2018
Finalize Scorecard and review baseline data
Financial overview
July 2018
Present claim analysis and CBIZ analytic review
Evaluate funding adequacy
2019 pre-renewal strategy meeting
Annual stewardship meeting
Discuss strategies to mitigate increases
Financial overview
August 2018
Revise three year strategic plan
Financial Overview
September 2018
Communication Planning
Financial Overview
Property & Casualty Timeline
CBIZ provides its services to VNAC as a broker rather than an agent. Technically an agent represents the insurers,
while a broker stands with the customer and provides professional services as a member of the City’s team. This
process
is the beginning of our deliverables proposal. As with all programs, the beginning is extremely important.
The following steps are enumerated in the section as follows:
1.
In-depth analysis of current VNAC’s insurance program
2.
Identification and analysis of VNAC’s insurance needs
3.
Composition of RFP for insurance proposals
4.
Submission of RFP and attached underwriting information to risk funding pools and insurers capable of
providing services
5.
Collation and comparative analysis of all proposals
6.
Report of findings to VNAC staff with recommendations