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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 business (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)

*VBA dental plans are administered and underwritten by TruAssure and are offered in association with the DenteMax Plus dental network arrangement, which includes participating dentists from the United Concordia, DenteMax and Connection dental networks in all states but North Carolina, where the DenteMax Plus network arrangement includes DenteMax and Connection dental networks.