Employee Benefit Consultants,
Risk Managers and Administrators

Since 1976

RFP Submission Guidelines

Requirements For Self-Funded Quotes:

  • Name of Business
  • Industry Classification
  • All locations
  • Current Carrier
  • Current Provider Network
  • Current and Renewal Specific Level and Premiums (N/A for current fully-insured group)
  • Current and Renewal Aggregate Attachment Point and Aggregate Factors (N/A for current fully-insured group)
  • Current PBM
  • Current and Renewal Specific Coverage (N/A for current fully-insured group)
    • Medical
      Rx
      Dental
  • Current and Renewal Aggregate Coverage (N/A for current fully-insured group)
    • Medical
    • Rx
    • Dental
  • Copy of Current Plan Document and any renwal changes to benefit schedule
  • Census
  • Current and Renewal Premiums (for current fully-insured group)
  • Current lasers (age, gender, diagnosis) (N/A for current fully-insured group)
  • Current 50% report (age, gender, diagnosis) (N/A for current fully-insured group)

Requirements For Level Funding Quotes:

  • Name of Business
  • Industry Classification
  • All locations
  • Current Carrier
  • Renewal Rates
  • Claims History*
  • Benefits Schedule
  • Census

* For Level Funding Quotes: If there is no claims data available, we will provide a preliminary proposal that will require individual apps to bind coverage. Rates may be adjusted after underwriting of individual applications.

Please contact us for more information or questions about your RFP submission:

Call 704-525-9666, or email tucker@tuckeradministrators.com

In the Community

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Contact Us

Tucker Administrators, Inc.

3800 Arco Corporate Drive
Suite 450
Charlotte, NC 28273

Phone: 704-525-9666
Fax: 704-525-9534