Network - How many participating providers are located in their area?, Broker Relationship - Is there a history of delivering on renewals?, Other Coverages - What other products are packaged with the quote?, Rate History - What do their past rates over time indicate?, Reason Out to Bid - Why are they looking for a new carrier?, Current Carrier - How long has the group had coverage with the inforce carrier?, Plan Design - Do the plan elements fit the group’s industry/demographics?, Requested plan changes - Does the group want to add ortho or other services?, Baseline rate - Given the manual & inforce rates, can we get competitive?,
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