Review a sample RFP checklist.

To help you better understand the RFP process, we have assembled a sample checklist of benefit requirements:

Required Data For RFPs

• Official (legal) name of business
• Complete HQ address with street number, city, state and zip code
• Proposed effective date
• Type of funding requested (fully insured, self-insured)
• Census (in Excel) showing the following information
  • All eligible employees
  • If census includes ineligible employees, a way to decipher who is eligible and who is not
  • Home zip codes of eligible employees
  • Tier selection for each enrolled employee (EE, EE+SP/EE+1, EE+CH(ren), FAM)
  • If group offers multiple plans (High vs. Low, Union vs Non-union, etc.), the plan selection for each enrolled employee
• Requested tier structure (2-tier, 3-tier, 4-tier)
• Requested commission level (Percentage for Risk,  $ PEPM for ASC)
• Current plan certificate (or summary)
• Detailed plan deviations requested from current
• Any other special considerations/notes UW needs to know about prior to the release of the quote (inclusion of any special credits, etc.)

Preferred Data For RFPs

• Employee DOB’s
• Employee genders
• Employer contribution level
• Incumbent carrier
• Current rates
• Renewal rates
• Claims experience (must include claims, by month, with respective monthly enrollment)
• Name of broker and broker agency
• Is listed broker BOR?
• Competitive data (other than current & renewal rates)
• Rate history
• SIC Code

Required Documents To Be Attached

• Census (in Excel)
• Plan certificate and/or Plan Summary
• Broker RFP

Preferred Documents To Be Attached

• Claims data from current carrier
• Renewal document
• Competitive data/quotes (besides from current carrier)