About Us
Since 1977, we have been helping businesses maximize their investment in human capital by partnering with client companies to deliver Benefits Consulting and Brokerage Services that not only enhance employees’ lives, but also improve efficiencies and client company profits.
As a trusted consultant, CPI-HR partners with your Human Resource Department to support the management of your most valuable asset…your people. CPI-HR provides strategic and tactical solutions that help you attract, retain and empower your workforce. Whether it’s on a stand-alone basis or a more integrated employee benefit, payroll/HR, and benefits administration solution, we ensure that our services meet your goals and objectives.
Meet Our Team
People you can count on. People you can trust.
Michael Fazio
Area Vice President, New Business Development
Area Vice President, New Business Development
Diana Gaking, PHR, SHRM-CP
Senior Benefits Consultant
In her role as Senior Benefits Consultant, Diana focuses on bringing unique and strategic health and welfare benefit solutions to her clients that are tailored to meet their individual needs.
With over 10 years of human resources experience, Diana has a concentration on health and welfare compliance and continues to sharpen her focus by actively serving on the National Human Capital Management Committee and National Compliance Committee for Benefit Advisors Network and is an active member in the Society for Human Resource Management. She participates in conferences across the country and has been invited to speak both locally and nationally on Affordable Care Act compliance and best practices.
Diana holds her Ohio Life, Accident & Health license and is recognized as both a Professional in Human Resources by the Human Resource Certification Institute and as a Certified HR Professional by the Society for Human Resources Management.
Alicia Marcum
Benefits Consultant
Alicia joined CPI-HR in 2020 with seven years of experience in the benefits industry. After obtaining her bachelor’s degrees in Marketing and Business from the University of North Florida, Alicia began her benefits career on the carrier side focusing on supplemental benefits. She then spent four years in New York City strengthening her expertise in benefits and HR technology before moving to Cleveland where she builds relationships by providing strategic guidance and exceptional support. Alicia has a drive to help others and constantly promotes a positive culture, internally and with her clients, and is a national Collaborative Way Champion for Alera Group, promoting collaboration and inspiring us to work "better together." Alicia holds her life, health and accident license in multiple states.
Annie Block, GBA
Senior Consultant, Data Analytics
Annie is responsible for providing analytic expertise using data science methods to identify actionable insights that help business leaders reduce health costs and improve outcomes. Annie creates, analyzes and manages reports using various methods to measure and evaluate current and future benefit design initiatives, client-specific plan performance, and population health management strategies.
Annie Block has almost two decades of experience in the Health Benefits field. She has worked with CPI-HR providing strategic consultation with a focus on HR metrics and data analytics. She participates in the National Data Analytics Peer Group for the Benefit Advisors Network and annually updates their benchmarking reporting. Annie managed the benefits and workers compensation of a large Cleveland company, was a large group underwriter for Kaiser Permanente and has additional consulting experience specific to unions and national organizations.
Annie holds her Group Benefits Associate certification through IFEBP, she is a Certified PPACA Professional and has her Ohio Life, Accident & Health license.
Annie has a Bachelor of Psychology degree from Case Western University and a Master of Business Administration from Bowling Green State University.
Resources
Our Community
CPI-HR believes in being contributing members of the communities we serve. We are proud to support our clients and our community.
Youth Opportunities Unlimited
Youth Opportunities Unlimited (Y.O.U.) is a nonprofit workforce development organization based in Cleveland, Ohio that serves teens and young adults ages 14-24 living in economically distressed areas in Cuyahoga, Lorain, and Lake Counties. Y.O.U.’s programs and services are focused on ensuring these individuals are ready to pursue a path to economic self-sufficiency through mentoring, employability skills training, industry-based credential training, career exploration, jobs, and internships.
Catholic Charities
Catholic Charities – http://ccdocle.org/
As one of the largest comprehensive health and human services organizations in the region, Catholic Charities, Diocese of Cleveland carries out Christ’s healing mission here in Northeast Ohio. Catholic Charities delivers more than 150 services at 60 locations to over 400,000 individuals each year – providing help and creating hope for people of every race and religion throughout the eight counties in the Diocese of Cleveland (Ashland, Cuyahoga, Geauga, Lake, Lorain, Medina, Summit and Wayne).
LifeAct
LifeAct – http://lifeact.org/
LifeAct’s mission is to prevent suicide by teaching young people to recognize the warning signs of suicide in themselves and their peers, and to seek professional help. Our trained, credentialed instructors deliver LifeAct’s in-school educational program, Recognizing Teen Depression and Preventing Suicide, to more than 20,000 Ohio youth every year.
University School
University School – https://www.us.edu/page
University School inspires boys of promise to become young men of character who lead and serve. Our dedicated faculty, rigorous curriculum, and experiential programs foster intellectual, physical, creative, and moral excellence. University School is a diverse and inclusive community where each boy is known and loved.
City Mission
City Mission – https://www.thecitymission.org/
The City Mission is a holistic ministry that exists to serve men, women and children at their point of crisis by progressing them towards stability, employment and independent housing. Our programs function to enable those at-risk, in crisis or incarcerated to live self-sufficient lives of faith, productivity, and excellence. This dynamic ministry provides essential community services such as adult education, vocational training, job readiness training, mental health counseling, youth programming, re-entry, Spiritual direction and much more.
Leukemia and Lymphoma Society
Leukemia and Lymphoma Society – https://www.lls.org/northern-ohio
LLS is at the forefront of the fight to cure cancer. Compared to other blood cancer nonprofits, LLS is the largest funder of cutting-edge research to advance cures. We have invested more than $1.2 billion in research. We are leaders in advancing breakthroughs in immunotherapy, genomics and personalized medicine.
North Coast Community Homes
North Coast Community Homes – https://ncch.org/
North Coast Community Homes provides high quality, community-based homes throughout Cuyahoga, Summit, Lake, Stark, Erie, and Ottawa Counties for people with developmental disabilities, severe mental illness, and other disabilities. With the support of many donors, volunteers, and professionals, we have developed and manage more than 230 community-based homes serving more than 1,000 men and women since 1984.
Boys and Girls Club
Boys and Girls Club – http://www.clevekids.org/
Boys & Girls Clubs of Cleveland is a nonprofit organization providing safe, fun places for the kids who need us most. Our Clubs are open at the times when kids are most vulnerable to getting into trouble — after school, on Saturdays and during the summer. We champion academic success and healthy lifestyles as well as character and citizenship.
St. Joseph Academy
St. Joseph Academy – https://www.sja1890.org/page
Saint Joseph Academy, rooted in the spirituality of the Congregation of St. Joseph, fosters unifying relationships with God and all creation, empowers each young woman to achieve academic excellence, and inspires a life of compassionate leadership and service in a global society.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Collaborative Conversations: 2025 - What to Expect and What You Need to Know
Save the date for a conversation in September where we will discuss the impending PLO changes by BOLI and the Employment Department, their impacts, and other critical considerations.
September 12, 2024 at 08:30 am PT | Virtual
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Employee Benefits
Is Tech-Enabled Brokerage Right for You?
Our experts will lay out what tech-enabled brokerage is, how it works and why it makes sense for the right organizations.
September 19, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
Meeting the Needs of an Aging Workforce
Our experts will provide tips and insights about how to incorporate Medicare, menopause benefits, retirement, communications best practices and other hot topics for older workers into your program successfully and without breaking the bank.
October 17, 2024 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Preparing for 2025: Creditable Coverage, Enrolling in Medicare and HSA Contributions
With significant changes coming in 2025 to creditable coverage determinations, employers and employees may have questions on what that means for them, whether they make the decision to enroll in Medicare Part D or continue to have coverage under their group health plan.
September 5, 2024
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Employee Benefits
Webinar: Better Benefits Administration and Lower Costs
If you don’t have expert assistance to guide you and your organization in the in using a sophisticated benefits portal, you’re wasting a lot of the money your business has invested — and probably frustrating the employees you mean to serve. Working with a brokerage that offers not only a leading-edge benefits portal but also year-round support and services enables your employees to seamlessly access, understand and navigate the portal, creating a positive benefits experience.
September 5, 2024
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Medicare Part D Credibility Determinations for Non-Calendar Year Plans
In 2003, the Medicare Prescription Drug, Improvement, and Modernization Act (MMA) added a voluntary prescription drug benefit to the Medicare program. The benefit, known as Medicare Part D or “Part D,” is an optional program for Medicare beneficiaries to access covered prescription drugs at a lower cost. In 2022, the Inflation Reduction Act (IRA) was signed and set into motion changes to Part D benefits, with additional impact on employers in 2024 and 2025.
September 5, 2024
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Workers’ Compensation: Stable market with emerging challenges from mental health claims
Despite pressure from medical inflation, increases in fee schedules on medical procedures and wage inflation affecting premiums and benefits, Workers’ Compensation remains a stable and profitable line for insurers. This stability allows buyers favorable conditions, such as ample capacity and stable rates. However, a new trend is emerging: the inclusion of mental health claims as compensable workers’ compensation.
August 28, 2024
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