Request for a Proposal (RFP)

Get a competitive quote
Whenever you’re not sure if your client is a good fit, we’ll help you evaluate prospects and quickly give you a proposal.

Remember, when you ask for a proposal, the more information you can give us, the more competitive our proposal can be. Try sending electronic RFPs and census data, as this will help speed the process.

For a full or partial replacement quote, here's the information we'll need:

• Current and proposed plan design
• Census (ZIP codes) on all participating employees by current plan choice and by dependent status (employee, employee and spouse, employee and child, employee and family)
• Current and proposed contribution strategy
• Current and renewal rates by competitor
• Two years of claim experience (if available)
• Stop loss experience (if it applies)

We may also ask you for more information, depending on your request. We also offer pricing and funding options to fit a customer’s particular needs.

Please contact your local sales office for more information or to send a request for proposal.