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Table of Contents
2

About CBIZ
3

Your CBIZ Team
3

Company Overview
4

Public Entity Experience
5

Executive Summary: Phase 1
6

Scope of Services
6

Phase 1: Understand Your Objectives
7

Strategic Process
8

Market Exploration and Review
8

Vendor Selection
9

RX Analysis
10

Executive Summary: Phase 2
11

Phase 2: Engagement Priorities
11

Administrative Support
12

Ongoing Support - Client Service
12

Enrollment, Education & Communication
13

Benefits Counseling
13

Communication Samples
14

Regulatory/Compliance
15

Wellbeing Initiatives
16

Value Added Services
17

Data Analytics
18

Recap
19