RFP Checklist
When requesting a self-funded proposal, please provide the following (in electronic format, if possible):
- Name and location of the employer
- Industry/SIC # of the employer
- Current census (Excel format preferred). For each employee, provide:
- Sex
- DOB
- Family status (single, 2-party, family)
- Plan choice (if more than one plan is offered)
- Benefits enrolled in (if employee can pick and choose benefits cafeteria-style)
- ZIP code (if multiple employee locations)
- COBRA participants
- Current plan designs. Please note if any significant benefit changes were made in the last 24 months.
- Proposed plan designs
- Current and renewal rates
- Experience (minimum 2 years, if available). Include:
- Employee counts by month
- Claims by month, broken out by benefit (i.e., medical, prescription, dental, vision)
- Large claim information for each year of experience provided, including:
- Diagnosis
- Prognosis
- Was the patient an employee or dependent?
- Specific stop-loss deductible requested
- Aggregate coverage requested
- Contract term requested