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Brokerage Services for Insurance and Employee Benefits
Company Overview
General Information (Questions 1 – 2, & 13)
CBIZ has been operating as a professional services business since 1996, and built its professional services
business through acquiring accounting, benefits, technology, valuation, medical billing and other service firms
throughout the United States. Effective August 4, 2006, CBIZ transferred the listing of its common stock to the New
York Stock Exchange (“NYSE”) under the symbol “CBZ”. Prior to August 4, 2006, CBIZ’s common stock was traded
on the NASDAQ National Market under the symbol “CBIZ”.
As a national leader in employee benefit consulting we provide our clients strategic guidance, solid advice, best in
class ongoing support and measurable outcomes. With a long history of supporting healthcare and companies, rest
assured that we have the expertise to guide and support your team.
National Presence
CBIZ is a provider of professional business services to companies throughout the United States. CBIZ employs more
than 4,100 professionals in 100 offices nationwide.
CBIZ is:
No. 1 Benefits Specialists in the U.S. as ranked by Business
Insurance 2015.
No. 1 America’s Best Employer in Consulting and Accounting
as ranked by Forbes Magazine in 2015.
13th largest Property & Casualty firm in the U.S.
7th largest accounting firm in the U.S.
One of the largest valuation firms in the U.S.
The Proposing CBIZ Team:
750 Clients
Manages over $325 Million in Employer Sponsored Premiums
Staff of over 40 Licensed Professionals
Expertise in:
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Population Health Management
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Multiple location servicing, enrollment, and communication strategies
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Mergers & Acquisitions
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Regulatory Compliance
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Insured Funding consulting to include Fully, Alternative, Partial, and Self-Funded
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Pharmacy Benefit Management and Consulting