· Strategic Benefit Resources
SBR

Submit an RFP

Stop-Loss and Captive Specialists · Tell us about this submission to get started.

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Renewal RFP
An existing group coming up for renewal. SBR may already have prior year data on file.
Three-year document view Pre-fills from Perpetual RFP Only add what's new
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New RFP
A new group or prospect. We'll walk you through a complete three-year submission.
Self-Funded w/ Stop-Loss Self-Funded w/ Captive Fully Insured · Level-Funded
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Step 1 of 2 · Renewal RFP

Which group is renewing?

Enter the group name. We'll check if SBR has prior year data on file and pre-fill what we already have.

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★ Perpetual RFP found
5 documents on file across prior two plan years · Last updated Feb 3, 2026
Census, Rates, Aggregate, Large Claims, Plan Documents · 3 buckets need current year data
⚠ No Perpetual RFP
Group found in SBR's system but no Perpetual RFP tracker has been set up yet.

Set up a Perpetual RFP now and this submission will start tracking automatically. Documents will be organized by year going forward so renewals pre-fill instead of starting from scratch.

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No group found matching that name.
Check spelling or try a partial name. If this is a new prospect, start a New RFP instead.
Step 1 of 2 · New RFP

What type of group is this?

Select the funding structure. Each type has a tailored three-year document view with the right required fields for that market.

Self-Funded
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Self-Funded with Stop-Loss
Group self-funds claims with specific and aggregate stop-loss protection.
Three-year viewStop-Loss
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Self-Funded with Captive
Group participates in a captive structure with reinsurance above the captive retention.
Three-year viewCaptive
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Transitioning to Self-Funded
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Fully Insured
Group currently pays a fixed premium. Moving toward self-funding or evaluating the market.
Three-year view
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Level-Funded
Group is on a level-funded arrangement. Evaluating move to partially self-funded stop-loss.
Three-year view
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Step 2 of 2 · New RFP

Tell us about the group

A few details before we open the submission. You can add more context once you're inside.

Use the name as it appears in Salesforce or carrier correspondence.
Group —
Effective Date —
Submitted by —
Renewal
★ Documents pre-filled from the Perpetual RFP record. Review and add what's missing for the current year.
+ Documentation Requirements · Census, Plan Documents, Rates, Claims & More ▾
From Perpetual RFP — current
From Perpetual RFP — may need update
Uploaded this session
Not yet provided
Current Year
2026 – 2027
Add new data here
Prior Year 1
2025 – 2026
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Prior Year 2
2024 – 2025
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+ Structured Term Data · Stop-Loss Terms, ISL, ASL, Premium & Plan Cost ▾
Required fields: checking…
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Submission received.
Your producer will be in touch soon.
Reference: —