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Discuss employee communication strategies to announce benefit changes, wellness
initiatives, or enrollment processes; gather valuable employee feedback regarding benefits
through employee surveys, webinars, or focus groups.
Pre-Renewal Planning Outcome
A productive pre-renewal planning session ensures that all parties have a clear understanding of
next steps regarding renewal rates, benefit options, vendor options, and communication strategies.
Roles, responsibilities, and milestone dates will be clearly defined either verbally or in a formalized
timeline, whichever you prefer.
Renewals
We do our best to ensure that renewals be delivered by carriers at least 90 days prior to the renewal
date. During the renewal process, we will:
Evaluate all renewals for technical accuracy, completeness, consistency, and use of up-to-
date trend information;
negotiate renewal terms, conditions, and alternative plan design options on your behalf; and
help you develop a benefits budget forecast, if applicable.
To accept the renewal, we will complete all vendor forms and employer applications to “signature
ready” condition. We will closely review all vendor documents, contracts, administrative forms,
booklets, and summary plan descriptions, utilizing the expert eyes of our compliance team.
Marketing
If our pre-renewal analysis calls for competitive bidding, we will draft specific, customized bid
specifications, according to criteria approved by the District and submit to potential, best-fit vendors.
Upon their response, we will review and analyze each response in light of your objectives. We will
then deliver to you:
A detailed analysis and comparison of the vendors’ plan designs, provider match-up, and
funding options;
an assessment of which proposal is most compelling and why, any underlying nuances that
should be considered, and things to consider when making your final decision; and
an executive summary and presentation to management as necessary.
We will also organize and facilitate vendor finalist meetings and offer an unbiased assessment of
each presentation.
Marketing Relationships
CBIZ enjoys senior-level relationships with all national and local insurance carriers, benefit
administrators, and financial service companies. Regardless of your size or benefit plan design, we
can help you select the right partner. We have cultivated goodwill and leverage with providers of
medical, dental, vision, disability, life insurance and all other health and welfare benefit programs.