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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.