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RENEWAL/SERVICE TIMELINE COMMITMENT 2017
MONTH
ACTIVITIES / DELIVERABLES
RESPONSIBLE
January ’17
- Annual Stewardship Report
- Monthly Compliance /Claims Updates
- 2017 Contract Reviews
CBIZ/Client
CBIZ/Client
CBIZ
February ’17
- 5500 Filing Deadline
- Receive Renewal from BlueCross
- Develop RFP (Including PBM)
- Monthly Compliance /Claims Updates
- Plan Funding / Fiduciary Review
Carrier/Client
CBIZ
CBIZ
CBIZ/Client
CBIZ/Client
March ‘17
- Renewal Presentation/RFP Results
- Monthly Compliance /Claims Updates
- Determine Wellness Strategy for 2017
CBIZ/Client
CBIZ/Client
CBIZ/Client
April ‘17
- Monthly Compliance /Claims Updates
- Renewal Option Follow-Ups/Claims Updates
- Renewal Decisions (additional option evaluation)
- Contribution Strategies and Calculations
CBIZ/Client
CBIZ/Client
CBIZ/Client
CBIZ/Client
May ’17
- Open Enrollment Communication Drafts
- Monthly Compliance /Claims Updates
- If Staying with BlueCross, Perform Medical/Network Plan Audit RFP
CBIZ
CBIZ/ Client
CBIZ
June ’17
- Open Enrollment
- Monthly Compliance /Claims Updates
- Open Enrollment/Communication Strategy Implementation
Client
CBIZ/Client
CBIZ/Client
July ’17
- Enrollment Feeds to Carriers/Administrators
- Monthly Compliance /Claims Updates
- Present Finalists for Plan/Network Audit Review
- Present 3-year Strategy (Including Wellness)
CBIZ/Client/Carriers
CBIZ/Client
CBIZ/Client
CBIZ/Client
August ’17
- Renewal Effective Date
- Begin Audit Process
- Monthly Compliance /Claims Updates
CBIZ/Client/Carriers
CBIZ/Client
CBIZ/Client
September
’17
- Post Open Enrollment Review
- Gather Data for Pure Captive Review
- Monthly Compliance /Claims Updates
CBIZ/Client
CBIZ
CBIZ/Client
October ’17
- Monthly Compliance /Claims Updates
- Review Updated 3-Year Strategy Based On Client Changes
CBIZ/ Client
CBIZ/Client
November ’17
- Monthly Compliance /Claims Updates
- Present Pure Captive Findings
CBIZ/ Client
CBIZ/Client
December ’17
- Quarterly Claims Dashboard
- Monthly Compliance /Claims Updates
- 5500 Preparation
- Follow-Up Items From Annual Stewardship Report
CBIZ/Client
CBIZ/Client
CBIZ/Client/Carrier
CBIZ/Client
As Needed/
Ongoing
- Time Sensitive Communication “At Issue”
- Client Service Support
- Claim Resolution Support
- Billing & Eligibility Errors
- Wellness Newsletters
CBIZ