RFP Submission Checklist

Submitting RFPs? Essential items to get a quote when working with custom rated groups (groups with more than 100 members)

General Client Information:

• Name
• Address
• Industry
• Number of eligible employees by location
• Contract situs (corporate headquarters)

Broker or Consultant Information:

• Name
• Current and requested commissions

Current Benefit Information:

• Current plan designs, benefit booklets (EOC/SPD), schedules
• Accurate census to include ZIP codes and enrollment mix (employee/dependents, plan types)
• Current and renewal rates of existing dental plan
• Dental experience (premium, claims, number of enrollment by month)
• Contribution scenario/Section 125 dental language
• Eligibility information: waiting period for new employees and dependent/student age limits
• Five-year carrier history

Additional Items:

Including these will help you get the best rates.

• Type of contract to quote (can be multiple)
• Requested rate guarantee
• Current carrier’s network utilization
• Current carrier’s methods of out-of-network reimbursement

To See Our Network Capabilities

• Ask for a network access report
• Provide a current provider list for disruption analysis

To See Our Cost Management Capabilities (re-pricing)

Provide current plan design/benefit structure and detailed claims history for a specific period. Contact your Account Executive for more details.

Once You Place Business with Delta Dental

• Review and sign the HIPAA Business Associate Agreement
• Complete an IRS Form W-9 (for commission processing)
• Review and sign the broker agreement (required in certain states)