Discovery Process
- • Gathering data
- • Meeting with all key stakeholders
- • Review of policy & plan design
- • Review of current process & identifying gaps
- • Review of service levels
- • Creation and review of RFP documents
- • Benchmarking
RFP Strategy
- • Financial, claims & staffing analysis
- • Participation analysis
- • SPD vs Contract analysis
- • Process mapping & technology
- • "Best-in-class" plan and process recommendations
- • Design customized performance guarantees
RFP
- • Review quoted plan design vs current
- • Review quoted plan design options
- • Review quoted processes improvements
- • Review quoted rates
- • Review reserve valuations
- • Funding arrangement analysis
- • Educate quoting vendors design and financials
- • Negotiations
- • Finalist presentations
- • Site visits
- • Assist in vendor selection process
- • Documentation of agreed-upon-terms
- • Assistance with presentations for senior leadership
Implementation
- • Execution of bidder terms
- • Key part of the implementation team
- • Attend all calls
- • Advise on implementation options
- • Help resolve escalated issues
- • Implementation audits
- • Review of new contracts and SPD's
- • Assist in design and review of communications
- • Implementations PG's - tracking and accountability
Ongoing Services
- • Designs reporting packages
- • Contract and SPD review
- • Monitors plan performance
- • Assist in escalated claims and administrative issues
- • Benefits staff training
- • RFP/RFI/Renewals
- • Claim and reserve analysis
- • Claim audits
- • Communications review
- • Market research and intelligence
- • Mergers, acquisitions and restructuring
- • Vendor management
- • Legal and regulatory compliance
- • Social Security advocacy
- • Benefits strategy