34 / 259
Brokerage Services for CBIZ Employee Services Organization
7.
What do we need to know about the insurance policies you would recommend, and how you placethem?
CBIZ places insurance policies and service agreements with carriers and third party administrators that have
been vetted at our corporate level for financial strength, track record of exceptional performance and
independent agency ratings of excellent or higher e.g. A. M. Best ratings of A or higher.
8.
How often does your team meet with your clients and for what purposes?
CBIZ would propose the following routine check interfaces/meetings post implementation:
a)
Weekly Service Calls
Asses vendor performance
Discuss service related issues
Discuss industry/carrier developments
Explore areas where additional support is needed
b)
Monthly Financial Reporting and Analysis Teleconference
c)
Quarterly On-site Stewardship Meetings
Analyze quarterly financial results
Discuss utilization trends and high claimant incidence
Review program effectiveness, e.g., communications, employee advocacy, and data analytics
Discuss PIKE’s corporate initiatives and results germane to existing and future health and
welfare benefit needs
d)
Renewal Planning Meetings On-site
Typically held three months after plan anniversary to plan for the next plan year, e.g. meet on
or about October 1, 2018 to begin planning for July 1, 2019 plan year
Subsequent meetings as required to review results of RFP’s, budget projections, plan design
changes and communication and enrollment strategies
e)
Annual Report Meeting On-Site
Typically scheduled along with first renewal planning meeting to review the results of prior
year in relation to budget, program effectiveness, client and employee satisfaction, e.g.
Meet on or about October 1, 2018 to review results of July 1, 2018 plan year
f)
Other meetings as needed or requested by PIKE
9.
Describe what makes your firm uniquely qualified to work on our account.
In our opinion the expertise, experience and demonstrable results achieved by the actual personnel assigned
to your account coupled with the resources of the organization supporting them are the key, critical elements
that will determine the services of your benefit programs, i.e. attracting, retaining and motivating PIKE
employees while controlling your costs.
We believe your analysis of the CBIZ team that will actually work with you on a daily basis, coupled with CBIZ’s
client first imperative uniquely qualifies us to work on your account.