HomeMy WebLinkAboutHandouts_Broker of Record_11/26/2008QUESTIONS FOR BROKERS
Jody's questions:
1. Can we get all prices in by July?
2. What's your history with governmental clients and unions
Jim's questions:
1. What's your history with HSAs
2. Can the VOT band together with other organizations for the specific purpose of gaining
insurance
3. What are the number of employees that you have in office who will help service the employees
problems and questions
Merlene's questions:
1. Describe the current medical plan in place in your organization; tell us how it has benefitted you,
and how it compares to a POS plan, as is currently in place in Tequesta.
2. Summarize President Elect Obama's health care proposal and give us an idea of how it may
benefit the Village of Tequesta, especially in terms of cost containment.
3. What are the value-added services and programs that you currently offer your customers that
set you apart from the competition?
4. The Village's current group insurance benefits include medical, dental and life. In your
experience, are there any other product(s) that you we could benefit from? If so, are there any
creative ways would you go about getting us those product(s) as part of a package deal with
minor effect on our overall group insurance budget?
Will's questions:
1. Can you provide an HSA that will run concurrent with our fiscal year? If not, how would you
prose to bridge the difference between October and January?
2. Do you offer dual option plans and would it be beneficial to an organization of our size?
3. Can your company administer an HSA, HRA account, or would you defer it to a third party to
administer?
4. Is your company financially solvent -How has the market affected your staffing, financials, etc.?
~wfi
QUESTIONS TO BE ASKED AT PRESENTATION ON 12/11/08
1. Is your company financially solvent -How has the market affected your staffing,
financials, etc.?
2. What's the number of employees that you have in office who will help service our
employees' problems and questions?
3. What's your history with governmental clients and unions?
4. What's your history with HSAs?
5. Can your company administer an HSA, HRA account, or would you defer it to a
third party to administer?
6. Can you provide an HSA that will run concurrent with our fiscal year? If not, how
would you propose to bridge the difference between October and January?
7. Can we get all prices in by July?
8. Can the Village of Tequesta band together with other organizations for the
specific purpose of gaining insurance?
9. Describe the current medical plan in place in your organization; tell us how it has
benefitted you, and how it compares to a POS plan, as is currently in place in
Tequesta.
10. Would dual option plans be beneficial to an organization of our size?
11. Summarize President Elect Obama's health care proposal and give us an idea of
how it may benefit the Village of Tequesta, especially in terms of cost
containment.
12. The Village's current group insurance benefits include medical, dental and life. In
your experience, are there any other product(s) that you we could benefit from? If
so, are there any creative ways would you go about getting us those product(s)
as part of a package deal with minor effect on our overall group insurance
budget?
13. What are the value-added services and programs that you currently offer your
customers that set you apart from the competition?
14. Why should we choose your company over the other applicant(s)?