- Experience and utilization analysis
- Trend calculation
- Renewal projections and forecasting
- Plan modeling and design analysis
- Solicitation and analysis of competitive bids
- Market selection and review
- Develop and distribution of request for proposal (RFP)
- Proposal analysis and presentation
- Underwriting review of proposals and renewals
- Carrier evaluation
- Pricing negotiations
- Plan performance guarantees/measurement
- Benchmark analysis against national norms
- Carrier interviews with client
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