Let's Talk! How About a Proposal?

If you would like to find out more about how self-funding may benefit your clients, we would be glad to talk. We can also provide a proposal, so that you can see if the numbers – and the benefits – match their goals.

Here are some of the questions we would ask in order to put such a proposal together:

1. What sort of benefits are your clients interested in offering? (Consider copay amounts, vision, dental, prescription coverage, etc.)
2. What does the census look like for your clients? (We would need date of birth, gender, zip codes, etc.)
3. Which tier structure (single, family, etc.) would your clients be interested in?
4. What are your clients' claims experiences and enrollment histories for the last two years including the number of employees enrolled in each plan offered?
5. Could your clients provide a rate history for the plans they have offered over the past two years? (Please include renewal rates or renewal action if available.)
6. We will also ask information on any large loss claims your clients may have experienced.