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Brokerage Services for Insurance and Employee Benefits
Work Plan / Technical Approach
Objectives Implementation (Questions 1 - 2)
Should CBIZ be chosen as the Benefit Consultant of choice for Summit Medical Group, our process would begin with
gathering all plan data from the appropriate carriers, and having a meeting with the HR team to go through all of
Summit’s policies, procedures, and greater detail about objectives. Our team is large in scope, deep in bench
strength, and long in specialization, which will allow us to accomplish the duties outlined in the RFP.
Following the initial meeting, we will have the necessary data to put together a draft Annual Service Commitment
Timeline. The Timeline will be collaborated on between CBIZ and Summit Medical Group until finalized and agreed
upon. The timeline will serve as a tool to ensure all parties are on the same page as it pertains to activities
performed and time required for proper implementation of the activity.
The three-year strategy is broader by nature than the Annual Service Timeline, but is seen as the blueprint for
success of the benefits program. The first year is detailed out with strategy, with each subsequent year including a
more general outline. The third year is updated on an annual basis to include changes due to the overall direction of
Summit Medical Group, the effects of the prior year’s benefit changes, and the overall healthcare climate.
The maintenance portion will include the day-to-day activities in accomplishing all of the necessary activities
established from above, and account for any unexpected deviations from the plan. Internal collaboration occurs
within CBIZ throughout the servicing of your account as illustrated below:
Summit
Medical
Group
Benefits
Administration
Financial
Analysis
Compliance
Initiatives
Wellness
Consulting
Communication
Strategy
Benefit
Strategy