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Brokerage Services for Insurance and Employee Benefits
Execution and Implementation – Phase Three
In Phase III CBIZ works with Summit Medical Group to execute the agreed upon strategy including but not limited to;
Complete program set-up with carriers/plan administrators
Manage Open Enrollment Process
Design and Implement Employee Education & Communication strategy
Employee Meetings
Paper Communication Materials
Customized Website specific to your company’s programs and personalized for each employee
Measuring the Outcome – Phase Four
Lastly, in Phase IV CBIZ will monitor the results of our collective work always measuring results and recommending
adjustments as necessary. Additionally, CBIZ will use these resources to get a 360 degree view of the current plan
and provide solutions to maximize value in the future.
Carrier / Vendor Performance (Question 6)
The performance of our carriers and vendors is of utmost importance as it is a direct reflection of our
recommendations to Summit Medical Group. Our standard approach is to require providers (carriers) to agree to
specific performance guarantees. The guarantees on service, reporting, and problem resolution are monitored by
CBIZ on behalf of our clients. If the service is below standards and agreed upon service metrics are not met, the
carriers will pay a penalty as permitted in the guarantee. We are consistently monitoring the Carrier performance
through methods including, but not limited to:
Service Logs – Maintained by the service team, this allows us to moniter and track issues or questions
received from the membership at Summit Medical Group
Bi-Weekly HR Calls – Our bi-weekly service calls with the HR team at Summit will keep all parties informed of
ongoing issues or progress pertaining to carriers
Internal Monthly Meetings – Conversations internally within CBIZ to discuss all Summit Medical Group
related items. At this time, we will also discuss what we are seeing out of the Summit vendors from other
clients
Day-To-Day Service (Questions 7 & 8)
Service has to be a core tenet of any Benefits Consulting Firm. At CBIZ, we
take service to the next level with organization, outreach, and availability.