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P a g e
Your
business
just got
easier
.
Account Team: (Provide a Narrative Response)
Please describe the experience of everyone who would be assigned to the RSD account.
See page 24 - 33 of Proposal
What is the client makeup (# of clients, size of clients, etc.) for each person who would be
assigned to the RSD account?
RSD will have a team of 3 (Senior Consultant, Relationship Manager, and Account Manager)
dedicated support staff members along with additional technical support as necessary.
CBIZ has developed a service performance matrix to provide optimum service support. We
limit the amount of accounts that each service team can service. This matrix is complex,
taking into consideration the expertise of the team, years of service in the business, and the
scope and services required by the client. The matrix is reviewed intermittently to ensure our
service commitment is maintained.
Who would the District contact be for various situations (claims issues, bidding processes,
compliance questions, financial evaluations/projections, etc.) and what is your firm’s
response time expectations are for initial response and question/issue resolution?
See pages 24 and 48 of Proposal.
Additional Information: (Provide a Narrative Response)
Specifically describe what differentiates your Company from its competitors including any
value-added services that are not outlined in this RFP but would be included at no additional
expense. Include samples of communications, reporting, etc. which may be tailored for RSD.
CBIZ has a unique business model that has helped us assist more than 800 public entities to
prosper in an uncertain economy. No other employee benefit firm has this service model or
the experience in the public sector. We have the ability to offer full outsourcing in
technology, and employee management. While the District may not be interested in these
services today, we have the unique advantage of integrating many of them should the need
arise in the future. Even if the District does not purchase these other services directly, we
certainly rely upon our CBIZ practice expertise to best serve each client in FSA, COBRA, HR
outsourcing, Payroll, on-line enrollment technology, and compensation just to name a few.
There are so many samples of communication and reporting that it is impossible to include
even a portion of them. CBIZ utilizes the communication technology that best fits the style of
the District. This includes videos, Brainshark, voice-over PowerPoint, and written
communication, among others. We deliver a detailed Employee Benefits Guide, and update it
annually to include all the revised benefits and annual notices an employer is legally required
to provide. Our reporting consists of information from the carriers, proprietary CBIZ reports,
along with state of the art “Verisk Analytics” claims analysis.
Please describe your philosophy on and process for strategic planning.
Your CBIZ team does not like surprises when it comes to your group benefits program, and
we know our clients don’t either. As a school district, your budget is limited, so those
allocated dollars must be spent in the most efficient manner. Strategic Planning is a year-
round process at CBIZ, tracked with an agreed upon timeline. It begins when we are named
your consultant, and we provide an initial review of your overall benefits program in writing,
including benchmark analysis and recommendations. It continues with monthly medical