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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:
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)
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