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Brokerage Services for Insurance and Employee Benefits
Bradley Arant Boult Cummings Transition (Question 19)
CBIZ is intent on providing continuous process improvement. Our first step is to identify Bradley Arant Boult
Cummings’s goal and develop a strategy for best achieving that goal, complete with a rubric for measuring success
and clearly communicated milestones to gauge progress. Next we implement the proposed strategy and ensure the
milestones are being met according to the established timeline, with updates on how the strategy is progressing. We
will continuously measure the steps we have taken to see if it has addressed Bradley Arant Boult Cummings’s goal.
Once the measurement has been completed, CBIZ will provide analysis on the outcome and, partnered with Bradley
Arant Boult Cummings will determine the success of the implementation or if a new strategy is required. This
process with provide us with a common language, methodology, and expectations for quality and improvement.
Strategic Planning and Objective Setting
Designing, implementing, and managing value-based benefit plans that align Bradley Arant Boult Cummings’s goals
require strategic planning. Employee benefits are a substantial investment that affects multiple facets of the
business, from company morale and employee retention to administrative efficiency and the bottom line. That’s why
CBIZ begins each engagement with benefit and human resource objective setting, to ensure that the benefit
initiatives support the organization’s business and financial objectives of Bradley Arant Boult Cummings.
CBIZ utilizes a Four-Phase process with metrics for goal attainment to ensure all agreed upon milestones are met.
Setting Short-Term and Long-Term Objectives – Phase One
The first step will be an in-depth review of Bradley Arant Boult Cummings’s current situation. CBIZ uses the
techniques developed in Phase I to gain insights to:
Organizational, business, and financial objectives;
The role of employee benefits in the total rewards package;
The business and benefits landscape including corporate culture, workforce characteristics, multi-
generational issues, and employee expectations;
Impact of health reform and other regulatory issues.
During the planning sessions, CBIZ will listen, ask questions, and provide insight. We will consider a range of factors
including benchmarking results, use of incentives, out-sourcing versus in-sourcing, vendor management, value-
based plan designs, consumerism, and employee health and productivity.
Strategic Planning Outcome – Phase Two
CBIZ uses the techniques in Phase II to identify goals and objectives for benefits in the coming year and beyond.
CBIZ will recommend collaborative solutions and develop a customized action plan to achieve our collective goals.