Our Process
At CPI, we provide world-class benefits programs for any sized client. We take the time to get to know your business, gathering pertinent information to develop accurate and effective solutions. Our experienced professionals meet with you to discuss your goals and then we use this information to create a communication process and materials to support it.


To ensure that every CPI client’s needs are completely addressed, we utilize a standard 8-Step Benefit Planning Process to analyze and meet each one’s unique needs:
 
Step 1- Discovery
  • Determine mission
  • Select goals and strategies
  • Review services
  • Create an action plan with time frames
  • Picture perfect calendar of meeting and events
  • Corporate culture

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Step 2 – Data Gathering
  • Gather census, premium and claims information as well as booklets, contracts, communication materials, prior renewal proposals and surveys

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Step 3 – Request for Proposal (RFP) Development
  • Consolidate data
  • Develop specifications
  • Review specifications with client, emphasizing creative alternatives
  • Remit to appropriate insurers and vendors

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Step 4 – Marketplace Responses
  • Receive and analyze proposals
  • Summarize and confirm quotations
  • Prepare reports and presentation

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Step 5 – Evaluation & Selection
  • Review proposal summaries with client
  • Determine finalists
  • Meet with finalists & make selections

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Step 6 – Final Negotiation
  • Confirm final offers
  • Negotiate rates & provisions
  • Develop any required performance standards

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Step 7 – Implementation
  • Develop appropriate implementation schedules
  • Assign roles & responsibilities for CPI and employer’s staff
  • Develop communication process & materials

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Step 8 – Ongoing Service
  • Hold formal, quarterly reviews
  • Assess ongoing objectives, goals, trends and claim experience
  • Monitor plan and cost
  • Monitor vendor accountability
  • Determine feedback/reports required
  • Create timelines and calendars
  • Check for compliance (COBRA, ERISA, HIPAA, FMLA)
  • Perform ongoing educational initiatives - calendar

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