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 proposed plan

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