Plan Analysis & Reporting

Our reporting is delivered on a quarterly basis  and allows you to keep your finger on the pulse of your benefit programs, while our analytical processes allow our professionals to make the recommendations necessary to help maximize the value and performance of your benefits, and to manage your programs effectively.  

These reporting and analysis services include: 

Comprehensive Analysis

Our detailed analytical processes are a key component of each stage of our service plan.  Throughout the year, the professionals at CBA work to proactively identify key trends, strengths and opportunities in your benefit plans. They share the results of their analysis with you in plain language and easy to understand formats—complete with conclusions, recommendations and/or guidance.

The analysis includes:

• Assessments of plan financial performance
• Reviews of plan utilization and claims activity
• A forecast of your next renewal
• Investigations of industry trends (such as consumer directed healthcare and disease management)
• Comparisons to benchmark data
• Examinations of funding methodologies
• Appraisals of contribution strategies
• Evaluations of administration processes and vendors
• Assessments of the impact of regulatory changes