PIKE - Request for Proposal

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Brokerage Services for CBIZ Employee Services Organization
4. What unique offerings does your firmprovide?
We are a National employee benefits firm which specializes in finding the best way to maximize every benefit
dollar spent. Our platform begins with the foundation of a mutually agreed upon month-by-month timeline of
consulting and servicing activities coupled with an annually updated three-year benefits strategy (see examples
in the appendix). The month-by-month activities will include, but not be limited to:
 Bi-Weekly calls with our Service Management team to discuss ongoing and closed service functions
 Our service team is unique in structure through specialization:
 Monthly financial reporting through our Actuarial and Financial team.
 Our team incorporates Verscend Technologies and Navigator MD platforms for Data analytics,
benchmarking, forecasting, and wellness strategy
 Predictive modeling 12, 24, 36, and 60 Months
 Wellness Strategies
 Wellbeing team to include our relationship with many vetted vendors for price and
contractual concessions
 ROI development based on programs
 Strategy based on needs and utilization of client
 Onsite Medical Clinic Analysis
 Integrated CBIZ Clinical Analysis team with significant experience in setting and implementing
onsite medical clinics
 ROI development based on locations and structure
 Compliance updates and recommendations on a monthly or as-needed basis