Video

  • 26 minutes

Find the Best Vendor Partners via Preparing a Request for Proposal for a Benefits Program

 
Once you have gone through the exercise of reviewing what your company needs in a benefit package it is time to put together a good RFP package. This video will provide you with a quick review of what information you need to collect from your employees, company, insurer and third-party administrators to prepare the request for proposal and what to expect from the carriers once submitted.
Runtime: 25 minutes

Agenda

Faculty

Joseph E. Ellis, Sr.

Joseph E. Ellis, Sr.

CBIZ, Inc.

  • Senior vice president with CBIZ, Inc.
  • Seasoned employee benefit consultant, health reform law (PPACA) specialist, on-site health clinic designer, and health risk management designer
  • Provides strategic advice and support on all aspects of employee benefit plans, from client needs analysis and plan design to implementation and administration
  • Coordinates and oversees renewal projections, RFP design and analysis, experience analysis, plan design strategy and modeling, compliance review and network review
  • Has a specialty in employee health risk management initiatives, on-site health centers, and value-based plan designs
  • In demand as an industry speaker and writer, he has addressed a variety of audiences including The Employers Council on Flexible Compensation and Unum Life Insurance Company’s National Brokers Conference, NFP Financial, the Association of Legal Administrators, Mid-Atlantic Employers Association and various other human resources, trade, and industry groups
  • Quoted in Reuters News, FoxBusiness.com, Philadelphia Business Journal, Entrepreneur.com, and many other publications
  • B.A. degree, LaSalle University

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.