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Agenda
I.
CBIZ Account Management Team
II.
Prior Plan Year Review
a)
Summary of Current Programs & Renewal Dates
b)
2016 Renewal Review
III.
Financial Performance
a)
Financial Overview
b)
Claims Dashboard
IV.
Compliance and ACA Review
V.
Benchmarking and Trend Information
VI.
Strategic Plan
a)
Innovations & Considerations
b)
3 Year Strategic Plan
c)
Timeline
VII.
Exhibits
a)
Current Plan Summaries
b)
ACA Sample Employer Policy
c)
Historic Renewal Action
d)
Additional Reports