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Broker/Consultant Information

Name 
Address 
Line 2 
City, State, Zip
Telephone 
Fax 
Email 
Contact 
Proposal Due Date 
Commission Requested 
 

Client Information

Name
Address
Line 2
City, State, Zip 
Telephone
Fax 
Email 
Contact 
Effective Date
Nature of Business
 

Type of Program Requested

Guaranteed Rate
Structured Payment 
(Self-Insured with Stop-Loss)
ASO
Discount Card
 

Current Plan

Fully Insured or ASO 
Annual/Monthly Cap (S/F$) (PEPM/PMPM) 
Current Vendor/Contract Expiration Date 
Annual Deductible (Calendar or Fiscal Year) (S/F$)(PEPM/PMPM) 
More than one plan design per location? 
(If yes, click here and attach plan)
DAW (Dispense as Written) Program 
Medical Carrier  
Mandatory or Voluntary Generic 
Office Visit Copay (< or > $10)
Dependent Age 

19

23

25

Date Limitation
Student Age 

19

23

25

Date Limitation
Wellness Plan? 
Formulary (Three-Tiered/Closed)* 
Mandatory Mail After One or Two Refills 
 

Employer Contribution Percent

Employee
Dependent

Retiree

Other

*Closed participant pays full cost of non-preferred drugs

 

Claims Experience

Click here and attach claims experience for at least the most recent 12 months available along with the associated census for the experience periods. Note the date and nature of any benefit design or co-pay change that may have occurred during the experience period. If claim experience is not available, note reason and in its place furnish a detailed census including date of birth and coverage type for each eligible employee and dependent counts. (When claim history is not available in addition to detailed census we also require, detailed plan design information, and existing and/or renewal rate information in order to furnish a rate quotation.)
 

Copay Options*

Retail 

  Current  Option 1 Option 2
Generic  

Brand  
Brand Non-Formulary  

Mail

  Current  Option 1 Option 2
Generic  
Brand  
Brand Non-Formulary  

Days Supply Limitations and Refill Limits**

Network:   Mail:
*Indicate any unique co-payment structure for specific medications, i.e. 20% injectables; 100% lifestyle drugs 
** i.e. network: 30 days; 34 days >100doses; mail: 60, 90, 180 days
 

Plan Coverage Options*

Drugs Covered Current  Option 1 Option 2
Oral Contraceptives 
Diabetic Supplies 
Fertility 
Smoking Deterrents 
Weight Loss 
Growth Hormones 
Vitamins 
Aids Medications 
Injectables 
Erectile Dysfunction 
Cosmetic Medications  (Retin-A, Hair Loss) 
Other** 
Specialty Injectible Drug  Program

*Include a copy of current Plan design booklet (Drug Include/Exclude List)
 **Include any limitations of specific drugs and/or drugs requiring prior authorization

 

Employee Census*

Active Employees Current Census Current Rates Renewal Rates
Single
Parent + Child
Husband + Wife
Family
 

Retiree Coverage?

If yes, please complete table
  Retiree Census Current Rates Renewal Rates
Single
Parent + Child
Husband + Wife
Family
*Click here to attach a census data to include: DOB, Gender, Dependent coverage category
 

Miscellaneous Information

Reason case is out for bid
Other vendors bidding 
Would you like PBIRx to develop RFP?
Additional information

This document is proprietary and confidential to PBIRx. This document has been delivered to the recipient solely for the purpose of permitting the recipient to evaluate a potential relationship with PBIRx. All other uses are prohibited.