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.