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Brokerage Services for Insurance and Employee Benefits
May 15
th
, 2017
Kara Brown, PHR
Talent Support & Organizational Development Manager
1225 E. Weisgarber Road, Suite 200
Knoxville, TN 37909
Re: Benefits Consulting Services
Thank you for inviting CBIZ to offer Summit Medical Group a proposal for benefits consulting and advisory services.
In our unique approach and comprehensive scope of services, we are confident you will find that our unwavering
commitment to all of our services align with Summit Medical Group’s needs. Our unofficial motto at CBIZ is we are
prideful to
“out-National the National, while out-local-ing the local Benefit Consulting Firms”
.
CBIZ is ideally suited to provide these professional services to Summit Medical Group.
When you engage CBIZ, you can count on:
A collaborative and strategic relationship with a commitment to proactive client service;
A team of very experienced benefit professionals, who have been actively involved in the healthcare
industry for more than 30 years with real Population Health Management experience; and
An innovative and creative strategy that will streamline the administration of your benefits plans;
At CBIZ, we are absolutely committed to excellence, innovation, and superior service. We are ready to put our talent
and expertise to work for you and your employees. We promise to be with you for the longer term. We will set
expectations and develop a multi-year strategy.
Based on the RFP and addenda for broker services, we understand the following are key objectives for this
engagement:
1.
Cost containment strategies which address the future growth of the organization
2.
Create a strategic plan that puts Summit Medical Group in the best possible position to continue to offer
high quality and cost effective employee benefit plan offerings while striving for continuous improvement
3.
Consistent support for financial and service reporting ongoing
4.
High quality enrollment and communication support
We believe selecting CBIZ for award of this important partnership offers Summit Medical Group several advantages.