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    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: 

    RFP Checklist

    • Client Contact information (Address, phone, administrator, email)
    • Broker Contact Information (address, phone, broker name, broker agency name, email)
    • SIC Code
    • Census, including waivers, with enrollment by tier and zip codes
    • Copy of benefit outline
      • Tiers
      • Benefit Frequency
      • Co-Pays
      • Employer Contribution
      • Out-of-Network Reimbursement Schedule
      • Enhancements
      • Frame Allowance
      • Contact Allowance
    • Current and renewal rates by tier
    • Requested commission level
    • Proposed effective date
    • Length of Contract
    • Need by Date

    Should you have any questions or concerns, or if you would like to speak to someone before requesting a proposal, please contact one of our exceptional customer care representatives today.