Page 16 - Bird RFP Response_Burnham Benefits
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Burnham Benefits Response to Bird
                   Request for Proposal for Benefits Broker


                   Services

                               The timeline serves as a tracking system to keep objectives, expectations and
                               deliverables on target and clearly outlines accountability for all tasks. Burnham utilizes
                               project management software to ensure goals are achieved timely.


                               Burnham meets face-to-face with clients regularly to review the timeline and tasks and
                               adjust accordingly. Ongoing, we provide clients with:
                                      Day-to-day administrative support
                                      Compliance education and guidance
                                      Webcasts on pertinent legislative issues and wellness topics

                                      Employee communications and legislative updates


                        Client Profile

                               In addition to the strategic timeline, Burnham also delivers a client profile to meet
                               Bird’s ongoing reference needs and provide a sense of closure after a renewal. Bird’s
                               customized client profile will feature:
                                      A summary of all Bird’s employee benefits
                                      Bird’s benefit eligibility rules

                                      Plan rates
                                      Contribution summary
                                      Vendor contact information

                                      Employee communication materials
                                      Additional information as needed

                               Burnham updates the Client Profile as new developments occur so that
                               Bird always has current information at its fingertips. Each Client Profile also comes in
                               handy as a tool to illustrate historical rate comparisons and carrier trends for future
                               renewals.











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