CBIZ Benefits and Insurance Services, Inc. NASDAQ: CBIZ • www.cbiz.com

1. CBIZ Benefits and Insurance Services, Inc. NASDAQ: CBIZ • www.cbiz.com

2. Our Company • Public Company • Nation’s fastest growing outsourced business services company • More than 200 CBIZ offices in 36 states • Represent 110,000 clients nationally, which employ more than 2.4 million people

3. Our Company • Nationally CBIZ is the… • #1 Benefit Advisory firm as ranked by Business Insurance,July 22,2002 • 6th largest accounting firm ranked by Business Week,May,2002 • 13th largest broker of U.S. business • One of the top 10 largest business valuation firms • Our Mission is to be the leading provider of integrated business services and products to Business America.

4. Advisory & Tax Services Benefits Consulting & Administration Construction Industry Services Healthcare Solutions Services Human Resources Services Insurance Services IT Services Litigation Advisory Services M&A/Capital Advisory Services Marketing Consulting Services Payroll Services Performance Consulting Property Tax Services Real Estate Advisory Services Retirement & Wealth Management Services Small Business Solutions Valuation/Appraisal Services Our Integrated Business Services Include

5. Question • Does your Benefits Package Contribute to Profitable Growth?

6. Issues CEO’s feel are necessary to provide a successful employee benefit plan • Minimize and Avoid All Liabilities • Develop a Long-Term Strategy to Control Costs • Increase Employee Awareness • Minimize Administration Costs

7. CFO’s tell us they want • Strategy to Control Costs • Financial Validation of the Benefits • Detailed Financial Reporting • Transfer Maximum Liability • Measure Efficiency of Benefit Dollars • Increased Productivity

8. HR Director’s tell us they want • Ease of Administration • Flexibility of Benefit Choices • Cost Control • Enhanced Employee Communications though Web-based Tools • Increased Employee Awareness and Access to Plan Information

10. A Likely Situation • Increased Costs Employer/Employee • Benefit Reductions • Uncertainty about Cost Competitiveness • Fears, Concerns and Doubts about Compliance Issues • No Clear Strategy • Employee Apathy • Quality of Care Concerns

11. An Ideal Process • A Long-Term Strategic Plan • Minimize Liability • Effective Employee Communication • Administrative Support through Online Capabilities • Ongoing Plan Management • Educational Support

12. Develop a Long-Term Strategic Plan • Operational Audit • Corporate Profile • Employee Survey

13. Minimize Liability • Compliance Audit • Dedicated Team - Account Executive and Account Manager • Custom Legislative Handbook for Federal and State Regulations • COBRA Administration • Benefit Attorney’s on Staff

14. Effective Employee Communication • Employee Surveys • Benefit Teams or Committees • Benefit Statements • Coordinate and Facilitate Implementation, Enrollments and Other Customized Communication • Online access to benefits through CBIZsolutions

15. Administrative Support Online Capabilities • Employer Support • Dedicated Account Executive and Account Manager • Online Enrollment, Administration and Changes • Online Benefits Summaries and SPD’s • Legislative Issues - COBRA, HIPAA & FSA’s • Evaluate and Analyze Processes/Procedures • Customized Reports • Claim Inquiry Reporting

16. Administrative Support – Online Capabilities • Employee Support • Employee Service Center • Written Claim Resolutions • Online Enrollment • Online Benefit Summaries and SPD’s • Online Provider Directories

17. Ongoing Plan Management • Operational Review and Cost Analysis • Client Profiling • Surveys • Ongoing Working Strategy • Monthly Claims Analysis • Pre-Renewal/Renewal Strategy • Market Analysis • Negotiation with Vendors • Final Recommendations • Detailed Implementation Agenda

18. Educational Support • Quarterly Seminars • Newsletters and e-BIZ News • Legislative Updates • Provider and Vendor Communications • Local and National Industry Trends

19. How Benefits are Managed • Traditional Vendor Model • multiple agents • decisions based on product/price • reactive • Value-Advisor Model • choose your advisor first • proactive approach • build the strategy • communicate, implement, and measure results

20. Our Role“a different kind of service” • Manage Benefits via “Strategic Process” • We Act as an Offsite Benefits Manager • Compliance Support • Administrative Support – Online Capabilities • Validation of Benefits Program and Costs • Educational Support

21. American Federation of State, County & Municipal Employees (AFSCME) Association of the United States Army Boston Market C & H Sugar Crown American Corporation Conveyor Services Corporation EarthLink Einstein Brothers Bagels Ducks Unlimited, Inc. Kansas City Chiefs Mills Corporation NASD Novellus Systems, Inc. Trizechahn Washington Post World Wildlife Fund Analysts International Corporation Fender Music Our Clients Nationally

22. Barrett Moving & Storage Metro School District Alliance Analysts International John Ryan Company City of Minneapolis AAA MN & IA Schwegman Lundberg Woessner & Kluth P.A. Net Perceptions Visionics Corporation City of Plymouth City of Burnsville REsoft, Inc. J&E Manufacturing Our Clients Locally

23. Our Commitment • Objective Consultation • Accurate Data • Timely Information • Web-based Capabilities • Legendary Service • A Valued Relationship

24. CBIZ Benefits and Insurance Services, Inc. NASDAQ: CBIZ • www.cbiz.com