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17 |

P a g e

Your

business

just got

easier

.

OUR COMPETITIVE ADVANTAGE

When engaging with our clients, we have a consultative process tailored to the needs of each

specific client and their challenges that includes the following:

Strategic Planning and Objective Setting

Setting Short-Term and Long-Term Objectives

Defining Goals

Action Plan and Timeline

Benefit Plan Audit

Plan Design, Renewals, Marketing and Rate Negotiation

Pre-Renewal Planning

Implementation and Vendor Management

Enrollment Support

Plan Management

Claims Appeals

Ongoing Employee Service Support

Voluntary Benefit Engagement

Customized Employee Communication and Education Plan

Wellness Program Design, Implementation & Tracking

Health Care Reform Solutions/Legislative Updates

Ongoing Educational Seminars/ Webinars & Educational Periodicals

Industry Front-Runner

CBIZ Benefits has consistently been at the forefront of innovation in consultative services since

inception. Our model differs due to our ability to be proactive and advise rather than being reactive

and administer. Upon the signing of the Affordable Care Act, we immediately began working to

provide value to our clients. In order to assist our clients with the challenges they may face due to

the Affordable Care Act regulations, we created a Proprietary Financial Impact Study, provide

updates from our in-house council on new Regulations, and have nationally partnered with a vendor

to help assist in the new reporting burdens. Nationally, we are considered “Premier” partners with

all of the major Insurance Carriers.

What Matters Most to our Clients

We regularly ask our clients what is most important to them. The most common answers:

Managing health care costs

Saving time and money on administrative tasks

Attracting and retaining great employees

Keeping employees healthy and productive

Getting maximum value from vendors through solutions, pricing, and service

Maintaining regulatory compliance including health care reform