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The guide covers company information, introduction and purpose, design requirements, and key focus areas such as scope of services, market presence, process coordination, multinational pooling support, premium negotiation, billing, benefits analytics, and SLA adherence. It also provides an RFP timeline and guidance for initiative planning, reviewer assessment criteria, and submission requirements with appendices and response sections.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/rfp-sample-strategic-and-effective-global-broker-partnership-employer-guide/243398/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/rfp-sample-strategic-and-effective-global-broker-partnership-employer-guide/243398.png","ImageObject",442,249,{"name":88,"@type":89},"Ben ","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-18","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",8,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What sections should an RFP include according to the sample guide?","Question",{"text":109,"@type":110},"The sample recommends including company information; an introduction with purpose, guiding principles, and business drivers; design requirements; key requirements and focus areas; a timeline; and initiative, reviewers, and assessment criteria.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What service scope items does the broker RFP typically address?",{"text":114,"@type":110},"The sample lists renewal/remarketing, administration processing (enrollment and terminations, ID card issuance), administration for claim reimbursement and advocacy, and employee education on plan basics, with variations by country.",{"name":116,"@type":107,"acceptedAnswer":117},"How should timeline and clarification questions be handled in the RFP process?",{"text":118,"@type":110},"The sample timeline specifies sending the RFP at Launch Day (L), broker confirmation and submission of clarification questions within about one week, responses due by L+2 weeks, RFP submissions due by L+6 weeks, and a kick-off meeting by L+18 weeks.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},243398,1790195717,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":79},2336478951081,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","Employer Tool:  \nRequest for Proposal (RFP)  \nMost companies will have their own RFP template to use. When editing that template, consider the elements in this sample, which are an aggregate composite from multiple member approaches.  \nContext & Overview  \n1. COMPANY INFORMATION  \n2. INTRODUCTION, PURPOSE, GUIDING PRINCIPLES & BUSINESS DRIVERS  \n3. DESIGN REQUIREMENTS  \nScope of services – in all regions, there are some countries where a company may need the duties of the broker to be greater than just the renewal/remarketing actions. Those company may also include some administrative support, which can vary greatly from country to country. The range of services frequently required by the broker can include, but is not limited to, the following:  \ni. Renewal/Remarketing  \nii. Administration Processing (Enrollment/terminations of coverage, ID cards issuance)  \niii. Administration: (Claim Reimbursement & Advocacy)  \niv. Employee Education on the Basics of the Plan  \n4. KEY REQUIREMENTS/FOCUS AREAS  \nIn the context of the services scope outlined above, companies often require details on the following:  \n• Geographical presence and markets the broker is able to serve  \n• Market analysis / Design recommendation capability  \n• Process coordination & team communication processes  \n• Ability to coordinate with organization’s process and data requirements  \n• Multinational Pooling – role of broker in supporting organization’s multinational pooling strategy if applicable, ability to offer recommendations on whether a policy should be pooled, etc.  \n• Premium negotiation  \nStrategic and Effective Global Broker Partnership Employer Guide  \nThis Employer Guide is for Business Group on Health® members only. It should not be reproduced or quoted without permission from Business Group on Health.  \n© 2020 Business Group on Health  \n15  \n• Billing  \n• Benefits inventory database & analytics system – functionality, access, reporting capability, and process for updating  \n• Service Level Agreements (SLAs) adherence  \n• Pricing – fees, commission, in/out of scope  \n• Reporting capabilities and timing  \n5. TIMELINE  \nInclude a timeline in the RFP. A sample timeline is below:  \n\n| Project Timeline |  |\n| --- | --- |\n| Launch Day (L) | Send out RFP |\n| L+ 1 week | Confirmation from broker if they will participate in RFP |\n| L+ 1 week | Submission of clarification questions due |\n| L+ 2 weeks | Clarification question responses due |\n| L+ 6 weeks | RFP submissions due (along with any ancillary agreements like an NDA etc.) |\n| L+ 10 weeks | Interviews with down-selected finalists (if needed) |\n| L+ 14 weeks | Decision Selection |\n| L+ 15 weeks | Negotiations of SOW and related documents begins (Don’t speed through this step. Getting it right is critical) |\n| L+ 18 weeks | Kick-off meeting |\n\n6. INITITATIVE, REVIEWERS & ASSESSMENT  \nDetermining how you will evaluate bids (how you will weight criteria) is important for the best assessment of results. It is also best to include this information so that providers bidding on the work have a transparent understanding of what is most important to you as a company. Some companies include information on how they will weight certain requirements outlined in the RFP. The chart below is an example. Each company will need to determine the requirements that are most important to its organization and how the company views their importance in determining weighting.  \n\n| Employer Assessment Example |  |\n| --- | --- |\n| Requirements | Weight |\n| Creative approaches to improve overall success | XX% |\n| Comprehensive “real time” user-friendly information technology systems for endusers, management and administrators | XX% |\n\n16 Strategic and Effective Global Broker Partnership Employer Guide  \nThis Employer Guide is for Business Group on Health® members only. It should not be reproduced or quoted without permission from Business Group on Health.© 2020 Business Group on Health  \n| Employer Assessment Example |  |\n| --- | --","cbCaiewyyE9eh7uv","https://ap.wps.com/l/cbCaiewyyE9eh7uv","pdf",190490,10,"English","# Context & Overview\n## 1. Company Information\n## 2. Introduction, Purpose, Guiding Principles & Business Drivers\n## 3. Design Requirements\n## Scope of Services\n## 4. Key Requirements/Focus Areas\n## 5. Timeline\n## 6. Initiative, Reviewers & Assessment\n# Requirements for Submission","[{\"question\":\"What sections should an RFP include according to the sample guide?\",\"answer\":\"The sample recommends including company information; an introduction with purpose, guiding principles, and business drivers; design requirements; key requirements and focus areas; a timeline; and initiative, reviewers, and assessment criteria.\"},{\"question\":\"What service scope items does the broker RFP typically address?\",\"answer\":\"The sample lists renewal/remarketing, administration processing (enrollment and terminations, ID card issuance), administration for claim reimbursement and advocacy, and employee education on plan basics, with variations by country.\"},{\"question\":\"How should timeline and clarification questions be handled in the RFP process?\",\"answer\":\"The sample timeline specifies sending the RFP at Launch Day (L), broker confirmation and submission of clarification questions within about one week, responses due by L+2 weeks, RFP submissions due by L+6 weeks, and a kick-off meeting by L+18 weeks.\"}]","RFP Sample - Strategic and Effective Global Broker Partnership Employer Guide | PDF",1789203616]