ESBD_533983_1782938064698_Attachment A - Additional Questionnaire.pdf
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- Solicitation number
- RFP-731-26-012-SR
- Issued by
- Texas
About this file
This is an Additional Questionnaire attachment for a Student Health Insurance Broker and Risk Management Services solicitation issued by Texas Woman's University (TWU). The questionnaire requires proposers to provide comprehensive information across multiple service areas including financial stability, reputation and client references, experience and strategy, insurance and risk management services, and communication capabilities. Proposers must demonstrate insurance compliance per RFP Section 6.4.1, disclose any bankruptcy filings or business acquisition activities, and provide references from at least two current and two former higher education clients who terminated services within the past three years. The submission requires detailed descriptions of proposer background, qualifications of key personnel, office or branch qualifications including employee count, client base, premium volume, and account size metrics, along with strategies for evaluating medical insurance services, mental health coverage, carrier neutrality, rate negotiation, and transition support.
The questionnaire further requires proposers to provide examples of contract negotiation advocacy, describe approaches to international student health insurance claims management, outline strategies for ensuring policy coverage clarity with sample documents, explain claim handling capabilities, and detail any special services or products offered. Proposers must demonstrate national presence and professional engagement through contributions to organizations such as the University Risk Management and Insurance Association (URMIA). Communication methodology, sample reports comparing carrier policies, student enrollment communication timelines with supporting materials, and collaboration approaches for marketing and communication strategy development must also be included. The questionnaire does not specify pricing terms, set-aside provisions, incumbent information, funding sources, or contract term and renewal options in this attachment.
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Attachment A
Additional Questionnaire
Financial Stability
• Provide evidence that the Proposer’s insurance meets TWU’s insurance requirements per Section 6.4.1 of the RFP.
• Has Proposer, Proposer's parent corporation, or any partner or principal of Proposer or Proposer's parent corporation (a) filed a voluntary petition in bankruptcy or a voluntary petition seeking reorganization or to effect a plan or other arrangement with creditors, (b) made an assignment for the benefit of creditors, (c) voluntarily suspended transaction of business, become insolvent or unable to pay its debts as they mature, or (d) applied for or consented to the appointment of any receiver or trustee for any such entity or person or of all or any substantial portion of the property of any such entity or person? If so, please provide a detailed explanation.
• Is Proposer currently for sale or involved in any transaction to expand or to acquire or become acquired by another business entity? If yes, please explain the impact on Proposer both in organizational and directional terms.
Reputation and Client References
• Provide references of at least two (2) current higher education clients and two (2) former higher education clients who have terminated services with your company in the past three (3) years. The reference list should include: institution name and address, name of the client contact, client’s telephone number, and a brief description of the work performed for the client.
• Proposer must have a national presence and be professionally engaged (understand what is currently happening within insurance and risk management); please explain and provide evidence of your firm’s contributions to professional organizations such as the University Risk Management and Insurance Association (URMIA) or other similar organizations.
Experience and Strategy
• Provide a detailed description of the Proposer’s background, experience, and qualifications relevant to managing
• Provide a brief overview of the qualifications of key personnel who will service the TWU account. Please include the number of clients serviced by each individual, specifying the number of higher education clients. Examples of key personnel would include account executives, account managers, marketing personnel and key service representatives.
• Provide the qualifications of the office or branch that will service the TWU account, including (without limitation) the following qualifications:
o Approximate Total Number of Employees o Number of Clients o Number of Private College, University, Academic, Medical Center and Healthcare Clients o Number of Public College, University, Academic, Medical Center and Healthcare Clients o Approximate Premium Volume (Property and Casualty only) o Average Size of Accounts (Premium Size) o Largest Single Account (Premium Size) o If Direct Writer, A.M. Best's Rating
• Describe Proposer’s approach to evaluating the medical insurance services offered by the University.
• Describe Proposer’s approach to evaluating a plan’s mental health coverage.
• How will Proposer ensure carrier-neutrality in your selection process?
• What strategies will Proposer employ to negotiate the best possible rates and plan design on behalf of the TWU?
• Describe how you will support TWU during any transition between carriers or administrators.
• Provide at least one example of how Proposer’s advocacy for your client changed the outcome of a contract negotiation.
• Please describe how your firm would assess the most effective approach to managing student health insurance claims and services for the particular experiences of international students. Does your carrier have knowledge/experience in working with international student needs?
• Please describe Proposer's strategy for ensuring that TWU receives all information regarding coverage terms and conditions prior to purchasing a policy. Please provide a sample coverage comparison.
• Please describe Proposer's strategy for ensuring that TWU receives a policy that is issued correctly and according to specifications. Please provide a sample Policy Review Checklist.
• Please describe Proposer's strategy for managing open tasks, such as policy issuance, endorsement requests, renewals and pending coverage questions. Please provide a sample Open Task Report.
Insurance and Risk Management Services Offered
• Please describe Proposer's qualifications and abilities to perform the Risk Management Services detailed in the Scope of Work.
• Please describe the Proposer’s qualifications and abilities to fulfill the needs and services listed for the Insurance Program detailed in the Scope of Work.
• Please describe Proposer's qualifications and abilities to perform claim handling services.
• Provide details regarding:
o Any special services, product characteristics, or other benefits (for example, software, Internet-based information services and audit programs), offered to
TWU.
o Any other advantages to TWU in selecting Proposer.
o Any related costs of such goods, services or advantages.
Communication
Describe the overall methodology for how the Proposer communicates with its clients.
Describe and provide examples of reports you have produced to communicate insurance and risk management information to university administrators.
Provide example reports of how you would communicate an analysis to compare different policies from different carriers.
• Provide an outline of the types and scheduling of communications with students during the enrollment process. Samples of the communication materials should be provided in your response. Proposer will collaborate with TWU to develop marketing and communication strategy and assist with the development of communication pieces (mailers, website, and other social media) as needed.
Matt Moustakas Or is this all handled by SHS/TWU?
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