• 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