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© Copyright 2016. CBIZ, Inc. NYSE Listed: CBZ. All rights reserved.

CBIZ EMPLOYEE SERVICES ORGANIZATION

Three Year Strategy

Strategy

2017

2018

2019

PLAN DESIGN AND

BENEFITS

RFP for all benefits

Goal to improve benefits, while

keeping costs neutral

Add wellness initiatives to

control long-term costs

Increase benefits in H.S.A. plan

Offer Executive Benefits

Worksite Products

Build in enrollment credits from

Worksite carriers

Evaluate pricing with all vendors

(fixed and variable costs)

Evaluate High Performance

Network with benefit differential

Expand Executive benefits

Evaluate pricing with all vendors

(fixed and variable costs)

Continue to evaluate High

Performance Network with benefit

differential

COMMUNICATION/

BENEFITS

ENROLLMENT/

ENGAGEMENT

Update Benefit Booklet

Incorporate Wellbeing in the

Open Enrollment

Communications

Create a Brainshark video to tie

into the ADP enrollment system

to enhance education

Encourage greater participation

into health plan

Monthly/Quarterly financial

reporting reviews

Update Benefit Booklet

Evaluate communication

strategy based on prior years’

experience

Benefit Statements

Continue monthly/quarterly

financial reporting reviews

Update Benefit Booklet

Evaluate communication strategy

based on prior years’ experience

Continue monthly/quarterly

financial reporting reviews

INCENTIVES

Premium Differential

Evaluate Benefit Differential

H.S.A. Contribution

Premium Differential

Evaluate Benefit Differential

Premium Differential

Evaluate Benefit Differential

Healthcare Bluebook incentives

VALUE BASED

BENEFITS

Determine benefits

enhancements based on

chronic conditions

Evaluate based on analytics

Review opportunities for On-site

clinics

Consideration of Bariatric

Benefits

Evaluated based on analytics

High Performance Networks

WELLNESS

Branding/Culture/Organization

Commitment

Define the Vision/Strategy

Set expectations

Build in Wellness Fund

Reward Participation

Set attainable and measurable

goals for improvement

Expand engagement

Capture, process, and impact

Reward Participation and

Outcomes

Report Outcomes

ROI

COST CONTROL

STRATEGIES

If staying with BlueCross,

Medical Plan Audit

Financial review of Pure

Captive

Formulary controls

Continue to evaluate RX rebate

pass-through

Review performance

guarantees w/selected vendors

Potential implementation of Pure

Audit

Price transparency tools such as

HealthCare Bluebook

Formulary controls

Consider direct contracts with

high utilizing providers

Continue to evaluate RX rebate

pass-through

Review performance guarantees

w/selected vendors

Communicate outcomes and

progress

Network Access Audits

PBM pricing tools

Formulary controls

Continue to evaluate RX rebate

pass-through

Review performance guarantees

w/selected vendors

Specialty Pharma Carve-out from

Medical