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Brokerage Services for Insurance and Employee Benefits
Proposed services including potential renewals and marketing, health and productivity initiatives,
communications, compliance activities, etc.; and
Provide a timeline showing milestone activities, responsibility, and completion dates.
This will be a dynamic, working document, updated throughout the year to reflect additional issues or activities as
they arise.
Execution and Implementation – Phase Three
In Phase III CBIZ works with Bradley Arant Boult Cummings to execute the agreed upon strategy including but not
limited to;
Complete program set-up with carriers/plan administrators
Manage Open Enrollment Process
Design and Implement Employee Education & Communication strategy
Employee Meetings
Paper Communication Materials
Customized Website specific to your company’s programs and personalized for each employee
Measuring the Outcome – Phase Four
Lastly, in Phase IV CBIZ will monitor the results of our collective work always measuring results and recommending
adjustments as necessary. Additionally, CBIZ will use these resources to get a 360 degree view of the current plan
and provide solutions to maximize value in the future.
Carrier Relationships (Question 20)
The following is a listing of our largest carriers we work with for our clients. Please note we will market each entity to
the carriers based on client need, not based on carrier relationship. While we have National Relationships with the
carriers below which will allow us to at times receive favorable results, we still market all relevant carriers as it
pertains to your account for the benefits.
BlueCross BlueShield of TN
United HealthCare