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Client Name: XXXXXXXXX
Renewal Date: XXXXXXXXX
ACTION STEP
PERSONNEL
RESPONSIBLE
TARGET DATE
ACTUAL DATE
ANNUAL CLAIMS REVIEW MEETING
2015 Claims Review/1st Quarter 2015-2016 Claims Summary
CBIZ/XXXX
3/15/17
PLANNING MEETING
Meet as partners to discuss company goals, changes, issues and
concerns. We will provide information on trends, new ideas in the
marketplace and strategize to meet your renewal objectives.
CBIZ/XXXX
3/15/17
CLAIMS REVIEW
2nd Quarter Paid Claims Review Meeting
CBIZ/XXXX
5/15/17
MARKETING Must market 10/1/17 (Stop Loss & PBM if necessary)
Obtain updated census for marketing
XXXX/CBAS
3/22/17
Prepare Request for Proposal "RFP"
CBIZ
3/29/17
Send RFP to Marketplace
CBIZ
4/4/17
Receive renewals from current carriers and proposals from market
CBIZ/CARRIERS
4/29/17
Review, analyze, and summarize proposals
CBIZ
5/6/17
Negotiate with vendors
CBIZ
5/6/17
Meet to discuss market review, provide final claim projections
XXXXX/CBIZ
5/12/17
Meet with prospective vendors for finalist presentations
XXXX/CBIZ
5/15-5/25/17
Meet with Insurance Committee to discuss renewal action and
recommendations.
CBIZ/XXXX
6/5/17
Obtain approval from Board
XXXX
June Board
Meeting
STEWARDSHIP REVIEW (if necessary)
Stewardship Report and Review
CBIZ/XXXX
8/15/17
CLAIMS REVIEW
3rd Quarter Paid Claims Review Meeting
CBIZ/XXXX
8/15/17
COMMUNICATION STRATEGY
Develop communication pieces for open enrollment
CBIZ/OE Vendor
7/15/17
Schedule employee meetings if necessary
XXXX/CBIZ/Vendors 7/15-8/15/17
ON-LINE ENROLLMENT IMPLEMENTATION
Provide on-line enrollment timeline
CBIZ/VENDOR
6/10/17
On-Line Enrollment Firm builds connections and loads data
CBIZ/VENDOR
6/20-8/20/17
Testing of system for open enrollment
CBIZ/VENDOR
8/20-8/27/17
Gather all enrollment forms and paperwork necessary to finalize
renewal
CBIZ/XXXX
9/15/17
Compliance Meeting
CBIZ/UCSD
6/20/17
CLAIMS REVIEW
4th Quarter Paid Claims Review Meeting
CBIZ/XXXX
11/15/17
Sample Timeline 2