33 / 138
PAGE 3 2
Brokerage Services for Insurance and Employee Benefits
Outsourcing and Partnership Services
Integrated Partner Solutions (Question 39)
We work closely with the Todd Organization which has a deep subject matter expertise on group and individual
disability income insurance and long term care insurance provided through the Nashville office of The Todd
Organization (Don Hurwitz, CLU and Dalih Suchet, CLTC). Proprietary group disability income solutions and a
marquee client list including HCA (Hospital Corporation of America) and LifePoint Health.
Under the CBIZ umbrella are two divisions including Financial and Accounting Services along with Employee Services.
Retirement Planning
o
TPA and Financial consulting
Property & Casualty
o
Captive creation and management
o
Medical Malpractice Division
o
Cyber-Security Consulting
Human Resources
o
Compensation Consulting
o
Job Description Creation
o
Leadership Training
o
Employee Web-Based Training Modules
o
Executive Recruiting
o
Learning Management Software
Actuarial
Accounting and Audit
o
Valuation
o
Mergers and Acquisition
o
Cyber-Security
Executive Benefits
Human Capital Management
o
Payroll
o
Timekeeping
o
Benefit Administration System