Notes from our expert team.

RFP evaluation done right: how to choose a benefits broker with confidence

RFP evaluation is one of the most important steps in choosing the right benefits broker, yet it’s often rushed or reduced to price comparisons. This guide breaks down how to evaluate broker RFPs using a structured scorecard, weighted criteria, and clear scoring practices. The result is a more confident, defensible decision that aligns with your benefits strategy and long-term goals.