Use this section to give carriers the context they need to quote your group accurately. These notes go directly into the RFP, so include any details that clarify what you’re asking for and what the group has done historically.
Plan Quoting Details & Carrier History
This space is for any instructions or background that helps the carrier understand what you want them to quote. You can include things like:
- “Match current plan designs”
- “Quote 80% employer contribution”
- “Add voluntary dental options”
- “The group moved from ABC Carrier last year”
Basically, anything that guides the quoting request or gives helpful history about the group.
Compensation
Use this field to tell the carrier how you’d like compensation handled for the quotes you’re requesting. This can reflect your current arrangement or what you want going forward. Examples include:
- Match current
- 3% commission
- 10% commission
- $30 PEPM
Whatever you enter here will be included in your RFP submission so carriers clearly understand your requested compensation.
Questions this article answers • Where do I add instructions for carriers in the RFP? • How do I tell the carrier to match the current plan design? • Where do I specify my commission or compensation in the RFP? • Can I include carrier history notes in my RFP? • How do I request a specific contribution structure from the carrier? • What goes in the quote instructions section? • How do I tell a carrier I want a PEPM fee instead of a commission? • Can I add background info about the group for the carrier? • Where do I put the compensation request when building an RFP? • How do I ask carriers to quote voluntary dental options? • What kind of details should I include in quoting instructions? • Do quote instructions get sent directly to the carrier?