ࡱ>   bjbj DxxvB::}(}(}(}(}((((8($(d(AnQ*Q*g*g*g*B+~0T2*A,A,A,A,A,A,ABE,A}( 3B+B+ 3 3,A}(}(g*g*AA666 3F}(g*}(g**A6 3*A66>XF@g*`BP(f3F?(AWA0A@(aF3aFPF@F@aF}(@< 3 36 3 3 3 3 3,A,Al56 3 3 3A 3 3 3 3aF 3 3 3 3 3 3 3 3 3: C': SAMPLE BROKER/CONSULTANT RFP GENERAL INFORMATION Please respond briefly in the space providedProvide the history of your firm, particularly your employee benefits division. How many employees are there in your company? Generally, what are their job categories (e.g., management, sales, technical, customer service, etc.)? Who would be working directly with our company on administrative issues, questions, or problem solving? Please provide the roles and qualifications of each person. Also, include the number of clients each person is expected to handle and categorize these clients by large (500 or more), medium (100-500), or small (less than 100) group.Provide a count of your existing clients categorized by large (500 or more), medium (100-500), or small (under 100) group. How many of your clients do you currently work with on a broker basis? How many of your clients do you currently work with on a consultant basis? Provide disclosure of the largest shareholders (in excess of 15%) in the company. Provide copies of your state agency license and certificate of professional liability or errors and omissions insurance carried by your company showing the insurance carrier and amount of coverage.  ACCOUNT SERVICES Please respond briefly in the space providedDescribe your account services department. What is your process for ensuring customer satisfaction? What is the turnover rate of the employees that perform the bulk of the problem-solving administration within your organization? Categorize employee turnover according to the group sizes listed in questions 3 and 4 in the General Information section above.What kind of training (industry, internal, computer, other) does your firm expect or require your staff receive? Do you provide employee communication services for your clients employees? If so, please provide a general description of your capabilities. Please provide a sample employee communication materials that you have distributed to other clients. How can you assist in facilitating employee meetings? How do you help facilitate annual open enrollments? Include technology based approaches and identify additional costs.  DATA ANALYSIS Please respond briefly in the space providedWhat resources do you use to analyze medical and pharmacy claims? Do clients have access to the data for ad hoc claim queries? If so, please describe. Will your organization complete a provider analysis of physicians, clinics, and hospitals that treat our plan participants? Will your organization provide a wellness and preventive health analysis of our employees and claims experience? For any of the above questions that you answered yes, please provide us a sample report that you have prepared for another client. What is the average cost of customization or ad hoc reports?  STRATEGIC PLANNING/VENDOR SELECTION Please respond briefly in the space providedWhat resources do you have available to help us manage our benefits and outline a benefits strategy consistent with current and future business plans? How will you assist us with the competitive marketing and placement of our plans, including development of marketing specifications, identification of market conditions, evaluation of proposals, negotiations, and placement of insurance contracts for annual renewals?How is the risk transfer rebidding process handled? How are plan design changes proposed and handled? Furnish a list of insurance companies, third-party administrators, and other providers for which the consultant is an authorized agent or broker. How will you save our company money? How will you demonstrate the savings? How do you review PPO discounts and what is your criteria for recommending changes in network affiliations? How would your firm help us decide whether we should offer a cafeteria plan or modified flexible benefits program?  COST PROJECTIONS / ONGOING REVIEWS Please respond briefly in the space providedHow can you help us develop cost projections tied to our fiscal goals? Who do you use for actuarial services? Please provide credentials. How will you help with the management of insurance, including monthly (or quarterly) supervision and/or preparation of claims activity reports from carriers; executive summary reports; underwriting analysis for annual renewals; annual financial projections for budgeting purposes; and alternative funding analyses?LEGISLATIVE COMPLIANCE Please respond briefly in the space providedDo you have an in-house benefits attorney? Do you use an external benefits attorney, and which firm do you use?How does your firm stay current with state regulations that impact multi-state or multi-location employers? How will your firm notify us of changes in federal and/or local laws that would affect us? Explain what steps you have taken to become HIPAA compliant. What specific services, resources, and support are you provided related to the PPACA legislation?  FEES Please respond briefly in the space providedDescribe your proposed form of compensation (e.g., commission, annual retainer, fee-for-service). If you are proposing a fee, please include your fee schedule and/or hourly rates. Please disclose your client policy on carrier bonus payments. If you charge fees for consulting and employee communication, please indicate the basis of your charges (hourly, by project, etc.) and what typical charges might be. REFERENCES/OTHER Please respond briefly in the space providedHow many clients of similar size to our company have you lost in the last three (3) years? Explain why? Please provide at least one as a reference including: name, address, phone number, and length of time associated with your organization. Please provide a list of references that include: name, address, phone number, and length of time associated with your organization. Indicate whether your firms role was as a broker, consultant, or both. Describe any other facets of your organization and your firms experience that are relevant to this proposal that have not been previously described and that you feel warrant consideration.      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