Page 43 - Bird RFP Response_Burnham Benefits

Focus on Transition: April – May 2019

Start Work Processes with Carriers Compliance Setup and Audit
Process Self-funded Medical, HSA and Anthem Vision Broker of Record letter 5500 processing

Obtain current rates, plan summaries, EOCs, SBCs, updated claims reports Begin reviewing Collective Bargaining Agreements (CBA) and provide feedback
Obtain two years prior renewals Complete Wrap Doc SPD for various eligibility groups (15)
Send introduction letter to key service people Review Leave of Absence needs and action items
Identify any open service issues with each carrier Review city requirements for living wage, transit, and health care ordinances

Setup on ThinkHR for Station Managers
Review current Anthem set up, file feed dates/processes, understand enrollment pro-
cess

Pre-Renewal Meeting HR Team

Review current self-funding plan goals
Continue weekly Review calls and update agenda for those meetings
Discuss all lines, based upon Burnham
review, and make recommendations
Update Client Profile with Self-funded Medical, HSA and Vision
Determine marketing strategy and
financial goals for all lines of coverage Review Compliance gaps; develop action plan for corrective measures if necessary
and service vendors.

Set calendar Obtain current census for marketing
Burnham marketing process begins
Total Compensation Statements

Implement Burnham Service Package

Finalize Service Contract

Roll out underwriting services
– Determine current reporting requirements and delivery dates
– Obtain data from carrier; set new expectations with carriers if appropriate.
– Develop monthly dashboard template; collaborate with HR
– Review all plan rates, benefits, contributions and participation to determine
recommendations.