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Brokerage Services for Insurance and Employee Benefits
The below diagram illustrates the foundation for the success of the transition to CBIZ as your Benefits Consultant:
We have included a sample insurance renewal proposal prepared for a similar client in the appendix of this RFP.
Annual Service
Commitment
•Month-by-month outline of all activities performed by CBIZ, the
Carriers, and Summit Medical Group.
•Includes benefit strategy, financial and claims reporting/analytics,
compliance updates, renewal and open enrollment activities, and cost
containment strategy implementation.
3-Year Strategy
•3-year Strategy showing annual objectives for the benefits program
•The first year is detailed into a project blueprint
•The third year is updated annually the month after the effective date of
the prior year's renewal.
Maintenance
•Monitoring of the benefits through claims and service
•Industry changes, new tools, compliance, etc...
•Consistent Collaboration of the CBIZ team to ensure all proposed
initiatives are pulling in the same direction and working towards a
common end goal.