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Brokerage Services for Insurance and Employee Benefits

Quarterly Data Analytics Report – A deeper dive into the claims through our Verisk platform. Our platform is

able to have a direct claims feed from the carriers to determine gaps in care, projected claims outcomes,

future trends, and cost effects based on benefit design changes.

IBNR / Reserve Valuation Report – Specific to self-funding, the IBNR report will provide the financial figures

necessary to keep a viable health fund/allocation for the benefits package. This report is provided on a

semi-annual basis.

Service Report – Report detailing the day-to-day requests from the employees of Bradley Arant Boult

Cummings provided on a bi-weekly basis.

Benchmarking Data – A market analysis detailing plan design and contribution strategies.

Samples of the above reports are provided at the Appendix of the RFP response.

Subject Matter Expertise

Subject Matter Experts (Question 28)

A benefit to being a part of a National Organization is the ability to lean on Subject Matter Experts for areas of need

to our clients. Below is a list of subject matter experts we have as resources which we feel could benefit Bradley

Arant Boult Cummings:

:

Karen McLeese, Vice President of Regulatory

Affairs

•Expert in Health Care Compliance and Reform

•Reviews and interprets Federal and State laws and regulations

impacting employee benefits

David Rubadu, FSA, MAAA, CLU, SVP of National

Health Care Actuarial Services

•Expert in feasability analysis for funding vehicles of health plans

and Captive creation

Michael Zucarelli, Pharm D

•Expert in Pharmacy Benefit Management platform evaluation

and consulting

•Clinical recomendations as it pertains to formulary management