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Brokerage Services for Insurance and Employee Benefits
Compliance updates and recommendations on a monthly or as-needed basis
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Provide annually updated “For Your Benefits” reference guideline
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Educate regarding federal and state requirements (for example: COBRA, HIPAA, and Medicare Part D)
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Provide updates and support compliance issues (“At Issue” publication)
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Prepare 5500 forms
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SPD & Wrap Document creation
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Educational seminars and/ or webinars
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Benefit Booklets to contain all required regulatory communications
Communications
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Benefit Booklets, Brainshark Enrollment Videos with hyperlink, In-Person Meetings, Bi-Lingual
support
Cost-Containment and population health strategies
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Lou Amato, Regional President for CBIZ – over 30 years of expertise in the healthcare industry with
time spent in Human Resources all the way to the CEO role of a major Hospital system in the
Northeast. Lou has also taken on an active role in implementing Accountable Care Organizations
with a number of his healthcare clients and paving the way with Population Health Management
programs. His strategies in Population health management, and cost containment has led to multi-
million dollar savings in projected costs.
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Fred Schremp, VP – has successfully tracked his clients’ utilization below the Price Water Cooper
(PWC) trend-line with data backing beyond 10 years. His clients include Fortune 500 entities
enjoying savings while keeping the integrity of the benefit design intact.
Has successfully saved clients through Dependent Eligibility, Medical Plan, and Network
audit
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Cole Harris, VP of TN – has built a reputation in the East TN environment for creatively containing
costs through alternate funding strategies, and outside-the-box containment strategies. He has
saved Fully-Insured clients consistently 15-20% over existing costs through alternate funding, and
has created strategy in self-funding where none previously existed.
Update to the Annual service timeline and three-year strategy on an annualized basis
National Pharmacy Director to consult and provide National partnerships on various Pharmacy Benefit
Managers for your benefits program
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Through the creative strategies of our Pharm D., we were able to save over 1.2 Million through
Pharmacy Consulting for a client with around 1,800 employees