4 / 208
PAGE 3
Brokerage Services for Insurance and Employee Benefits
Table of Contents
Qualifications, Related Experience and References............................................................................................................4 General Information (Question 1)....................................................................................................................................... 4 Financial, Mission, and Value Statement (Questions 2 & 3) ............................................................................................... 5 Accomplishments and Differentiating Factors (Question 4) ............................................................................................... 6 References (Questions 5 – 7) .............................................................................................................................................. 8 CBIZ Lines of Coverage and Disclosures (Questions 8 - 9)................................................................................................. 11 Disclosures (Questions 10 – 12) ........................................................................................................................................ 12 Sarbanes-Oxley (Question 13)........................................................................................................................................... 12 Erors & Ommissions Insurance (Question 14)................................................................................................................... 13 HIPAA Secure Environment (Question 15) ........................................................................................................................ 13 Staffing and Project Organization ...................................................................................................................................... 14 Overview of Differentiation (Question 1).......................................................................................................................... 14 Key Personel (Questions 2, 3, & 5) .................................................................................................................................... 15 Organizational Chart.......................................................................................................................................................... 16 Work Plan / Technical Approach........................................................................................................................................ 17 Objectives Implementation (Questions 1 - 2) ................................................................................................................... 17 Carrier Relationships (Questions 3 - 4).............................................................................................................................. 19 Summit Medical Group Transition (Question 5) ............................................................................................................... 19 Carrier / Vendor Performance (Question 6)...................................................................................................................... 21 Day-To-Day Service (Questions 7 & 8) .............................................................................................................................. 21 Reporting and Analytics (Question 9 )............................................................................................................................... 22 Subject Matter Experts (Question 10)............................................................................................................................... 23 Communication Strategies (Question 11) ......................................................................................................................... 24 HR Services and Trends (Questions 12 & 13) .................................................................................................................... 25 Cost Control Services (Question 14).................................................................................................................................. 26 Fee / Commission (Questions 1 – 7)................................................................................................................................. 31 Service Promise (Question 8) ............................................................................................................................................ 32 Exceptions / Deviations...................................................................................................................................................... 33 Addendums ......................................................................................................................................................................... 35