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PAGE 5
Brokerage Services for Insurance and Employee Benefits
Financial, Mission, and Value Statement (Questions 3 - 5)
Financial information
CBIZ’s growth and unique consulting philosophy has caused the financials to outpace all of the competitors in their
peer groups as reflective with the stock price outpacing the S&P 500. For more information surrounding CBIZ’s
financial standing, please review the information from our Annual Report in the appendix of the RFP.
The purpose of CBIZ is to help our clients prosper by providing them with a wide array of professional business and
individual services, products, and solutions to help them better manage their finances and employees. We endeavor
to provide superior client service and build long-term client partnerships.
Our unwavering commitment to our clients is equaled by our commitment to our associates and our focus on
improving shareholder value. With our clients as our central focus, CBIZ is committed to fostering a professional
culture that is supportive and motivating to its associates by recognizing and rewarding high performance. We value
our employees and have embraced programs that enhance our employee’s experience, such as Great People Great
Place (GP2) and CBIZ Women’s Advantage. These programs focus on creating the environment for employee
development and career advancement.
Our core principles further strengthen the capabilities of our staff, deepen our client partnerships, enhance the
quality of our services and increase job satisfaction. DUNS Number:
965738701
Mission Statement
To provide exceptional advice and solutions that help our clients achieve their goals.
Vision Statement
To be recognized by our clients as the premier provider of accounting, insurance and other professional business
services and by our team members as their employer of choice.
Core Values
We do the right thing.
Our people matter.
We are dedicated to the success of our clients.
We want to win.
We are One CBIZ.