How to Submit a Good RFP and Get the Best Quote
- On Demand Session
Would you like to know how to get the most out of each new RFP?
Join Robert Pace and Erika Ensign for a special RU Office Hours, “How to Submit a Good RFP.”
We’ll walk you through everything you need to provide to receive a fast and competitive proposal.
Whether you’re an advisor or account manager, you don’t want to miss this!
Learn how to streamline the RFP process. Eliminate frustrating delays by providing accurate, timely information. Accurate and timely data ensures a fast submission process. Get everything right the first time and nail that proposal.
You’ll learn:
- What details you need to provide about current plan information.
- What Census info you need to provide about enrolled members.
- When you need to submit claims data and how far back.
- How to request custom Benefit Plan Designs if not quoting “Apples to Apples.”
- How to check regulatory compliance before submitting a plan design.
The Experts
Robert Pace
Regional Practice Leader, Roundstone
Erika Ensign
Senior Benefits Consultant, Leavitt Group
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Roundstone is an innovative employee health benefits company. We help small and midsize organizations offer competitive benefits at a lower cost by self-funding health insurance through our group medical captive. The Roundstone Captive enables companies to self-insure safely by pooling hundreds of employers together to share risk and save money. With easy onboarding and personalized support every step of the way, the Captive offers control, flexibility, transparency, and returns all savings back to employers where they belong. We believe in always aligning with the employers’ best interests and remaining committed to our mission – quality, affordable healthcare, and a better life for all.
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