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Quote checklist

Whether you’re writing new business or finalizing a renewal, the process has a lot of moving parts. The checklist below is a handy resource that can help ensure that you cover all the bases.

All Groups

	Excel census.
	Effective date.
	Proposal due date.
	Number of eligible employees.
	Type of industry or SIC code.
	Employer/employee contribution for employee and dependent(s).
	Commission amount to be included? Is this the same as current?
	Current dental carrier and number of years with current carrier.
	Current funding arrangement (fully insured or ASO).
	Current dental rates.
	Dental renewal, if available.
	Current dental plan designs, including out-of-network reimbursement.
	Number of eligible employees.
	Has there been any change in benefits during experience period provided? If so, please provide prior benefits, rates and effective date of change. (Required only if experience provided.)
	Requested dental plan designs.
	Account headquarters (must be in Florida).
	RFP response documents in Word/Excel format (if applicable).

200+

	Experience reports by plan by month for the most recent 24-month period (may be provided for groups with 51+ eligible, if available). Should include at minimum claims paid, premium billed/paid, enrollment by month.
	Experience separated by utilization (par vs. non-par).

500+ Groups

	Member report including count of subscriber and all dependent members (spouse and all children) by month for the past 12 months.
	Electronic claims file for past 12 months including date of service, procedure code, provider information, provider location, network status (in vs. out), submitted charge and allowed charge (for claims repricing).
	Provide a current provider list for disruption analysis.

• To see our network capabilities: Ask for a network access report.

• To see our cost management capabilities (repricing):
Provide current plan design/benefit structure and detailed claims history for a specific period.