CU Benefits Alliance Strategy Process
A disciplined, data-driven, 3-year planning model that replaces reactive annual renewals with continuous financial forecasting, proactive risk management, and ongoing governance; aligning benefits strategy with long-term organizational and workforce goals.
Strategic Baseline & Alignment
(Months 0–3)
Define success metrics, align CEO/CFO/HR priorities, analyze claims and plan performance, and establish a 3-year financial baseline.
12–36 Month Strategic Roadmap (Months 3–6)
Develop a multi-year financial model and define initiatives including funding strategy, plan design, vendor optimization, and care navigation integration.
Execution & Governance
Conduct regular strategy reviews, continuously monitor claims and utilization, and adjust course mid-year to maintain control of outcomes.
Pre-Renewal Optimization
Refine underwriting projections, model multiple scenarios, and negotiate proactively ahead of renewal cycles.
Renewal Execution & Strategy Reset
Define success metrics, align CEO/CFO/HR priorities, analyze claims and plan performance, and establish a 3-year financial baseline.
Continuous Improvement
(Years 2–3)
Leverage analytics and real-world performance data to refine strategy, expand solutions, and drive measurable cost and experience improvements.
Outcome: Lower total cost of care, improved employee experience, and reduced HR burden, delivered through continuous strategy, analytics, and high-touch execution.