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Brokerage Services for CBIZ Employee Services Organization
10.
Describe your experience with clients with multiple locations in multiple states and countries. Examples in
manufacturing environment preferred.
The CBIZ team that would be assigned to your account has considerable experience with clients that operate
with employees in multiple states and countries. We have clients with a presence in every US state and
territory. We have clients with employees in Europe, Asia, South America and Africa covering: expats, foreign
nationals and third party nationals.
These clients range in size from mid-market employers to the Fortune 300 with over 30,000 employees.
CBIZ has a significant number of heavy industry and manufacturing clients across the nation.
11.
If your firm is selected, how would you propose we transition our account?
A timeline would be established based on notification of date of hire.
Phase I
Activity
Timeline
Review Analysis
and Modeling
1.
Conduct client meeting to determine goals, objectives, and budget parameters
2.
Collect all relevant policies from client, carriers, and administrators
3.
Collect all underwriting, loss experience, and rate histories from carriers, and
administrators
4.
Prepare written report detailing all plan benefits and costs
5.
Identify current strengths, challenges and opportunities
6.
Provide recommendations for plan design changes operational efficiencies, carrier/service
providers and employer contribution strategies based on benchmarking and financial
modeling
7.
Client Input and decision(s) on go forward strategy
TBD
Phase II
Activity
Timeline
Marketing
1.
Prepare Request for Proposal (RFP) based on Phase I results and client input
2.
Prepare analysis of responses to RFP
3.
Present findings to client to include financial results, executive summaries, and
recommendations
4.
Client decision(s)
TBD
Phase III
Activity
Timeline
Communications,
Enrollment, and
Administration
1.
Development of Communication’s Theme/Concept
2.
Selection of Communication Materials
3.
Review of Enrollment and HR/Benefit Administration Methodologies
4.
Selection of Enrollment and Administration Processes
5.
Coordination of enrollment and HR Platforms
6.
Conduct Enrollment
TBD