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P a g e
Your
business
just got
easier
.
We are preferred producers and sit on Agent Advisory Councils for several major carriers, including;
Aetna, Anthem, CIGNA and United Healthcare.
Enrollment Support
CBIZ takes a proactive approach to annual benefits enrollment. Starting early and staying on track
are our specialties. We will:
Coordinate the enrollment process with vendor including eligibility data;
develop employee communication materials including announcement letter, benefit
summaries and custom materials as needed;
review vendor and/or client enrollment materials;
identify electronic enrollment capabilities – internal, CBIZ, or 3rd party;
facilitate employee meetings via webcast or in person, including PowerPoint presentation
and vendor support; and
provide vendor interface throughout the enrollment season.
In addition to facilitating annual open enrollment meetings or webcasts, we are available on an on-
going basis to answer employee questions regarding plan benefits, covered and excluded services,
pre-certification procedures, provider networks, claims, etc. We also utilize web-based employee
communication materials so that employees and dependents can view 24hours/7days a week.
Implementation and Vendor Management
Whether entering into a renewal contract or switching to a new vendor, CBIZ will coordinate and
manage the implementation process and the ongoing vendor relationship. We will:
Schedule planning and implementation meetings with vendors as needed;
coordinate eligibility data requirements and timing;
order vendor benefit booklets and/or certificates, ID cards;
review administrative forms and billing;
request and review contracts, SPDs, and other vendor materials;
provide ongoing employee support for claims, customer service, etc.;
proactively identify issues before they become problems; and
establish service level expectations and negotiate performance guarantees as appropriate.
CBIZ leverages our position in the marketplace to obtain the best value, prices, and performance
from all major vendors. During the vendor selection process we will obtain meaningful vendor
commitments, ensure that their contracts accurately reflect their promises, and then manage the
vendor performance on an ongoing basis.
Plan Management
CBIZ provides ongoing plan management, monitoring the District’s cost and utilization trends on an
ongoing basis that identifies:
Enrollment and claims trend;