Page 14 - Bird RFP Response_Burnham Benefits

Burnham Benefits Response to Bird
Request for Proposal for Benefits Broker

Services
What We Offer

1. Describe at least two innovative strategic solutions you have implemented for clients similar to
Bird that highlight your benefits consulting expertise.

See Appendix for “Annual Wellness Event Case Study”

See Appendix for “PBM Solutions Case Study”

2. How often does your team meet with your clients and for what purposes?

The meeting schedule is based on specific client needs. This varies from client to client and year
to year, depending on the established short and long-term strategy. At a minimum, we ask to
meet four times per year—(1) stewardship/pre-renewal, (2) renewal/marketing, (3) open
enrollment, and (4) post-renewal analysis meetings.

The detailed process is outlined below:

Strategic Benefits Planning

Overall Approach to Strategic Benefits Planning

Burnham has the resources and expertise to partner with Bird for the long term.

From the start of Burnham’s partnership with Bird, our focus revolves around
understanding the organization, financial goals, corporate values and the way these
need to be reflected in the employee benefits offering.

Burnham’s process of formulating a benefit strategy begins with a review of current
plans and their performance. How have they met expectations? What are the
shortcomings or areas for improvement? What is the current return on investment?
This planning session includes a discussion of Bird’s short- and long-term goals and as
well as a review of key program elements and market conditions.

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