RFP & Census Intake
Every broker RFP and census becomes a clean, quote-ready case the same day, every gap flagged.
Why it matters
Every RFP arrives as a different spreadsheet and PDF bundle; analysts spend days cleaning census rows and retyping plan designs before anyone can price it.
How the solution handles it
Agents read the RFP bundle, clean and class every census row, map current and requested plan designs and pull prior-carrier experience, each value cited to its file. Gaps become one question list for the broker. The group underwriter prices and signs every quote.
How an RFP moves
Five agents read the RFP, clean the census, map plan designs and draft broker questions; a group underwriter prices and signs every quote.
What it reads, and what it hands back.
What goes in
- Broker RFP and spec sheet
- Employee census (Excel)
- Current certificates and SBCs
- Prior-carrier rates and experience
What comes out
- Quote-ready census and plan file
- Broker question list
- Current vs requested plan comparison
- Experience summary
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“Target” = design goal, measured in the live solution · “Estimated” = our estimate · by-hand time from an 8-hour working day · agents = the live solution’s configuration
5 specialist agents. One person decides.
More in this division.
Every enrollment matched to the plan, and every amount above guaranteed issue held for EOI review.
Disability ClaimsEvery disability claim built, cited and decided well inside the 45-day ERISA clock.
Plan Document CheckEvery certificate, SPD and amendment checked against the signed policy before an employee reads it.
Build this
for your team.
We’ll show RFP & Census Intake running on your own documents.