Get a Better Idea of Our Requirements

Review a sample RFP checklist.

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

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.)

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