Enrollment Information
REQUEST FOR PROPOSAL CHECKLIST
Pacific Northwest Consulting Engineers require certain information before we can provide a quote.
A census in an electronic format (preferably Excel) including:
a. Name
b. Date of birth
c. Gender
d. City
e. State
f. Zip code
g. Title
h. Main business office location (full address)
i. Branch location(s)
j. Current medical election (employee only, employee + spouse, employee
+ family, employee + child(ren), waived, ineligible, etc.)
Current Plan Information
a. Current insurance carrier
b. Benefits summary (current and proposed renewal)
c. Current rates
d. Renewal rates
e. Is the current plan through an Association? If so, please advise the name of the Association.
