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Table of Contents
2

ABOUT CBIZ
3

Company Overview
3

Your CBIZ Team
4

School District Experience
5

EXECUTIVE SUMMARY
6

Industry Experience
6

Our Understanding of Your Objectives
7

Scope of Services
8

STRATEGIC PROCESS
9

Market Exploration
9

Vendor Selection
10

TRENDS & INNOVATIONS
11

Innovators
11

REGULATORY/COMPLIANCE
12

Compliance and Health Reform Resources
12

ENROLLMENT/EDUCATION & COMMUNICATION
13

Benefits Counseling
13

Communication Samples
14

ENROLLMENT PARTNER
15

BenefitsDirect: Overview
15

BenefitsDirect: Case Study
16

ADMINISTRATIVE SUPPORT
17

Ongoing Support- Client Service
17

DATA ANALYTICS
18

NavMD Capabilites
18

WELLBEING INITATIVES
19

Wellbeing Strategy
19

Case Study/Strategies/Results
20

COST PROPOSAL
21

CBIZ Fee Proposal/Additional Services
21

RECAP
22

Capabilities/Resources/Expertise
22