To RFP or not to RFP? This tool can be the key to unlock a new level of benefits offerings for your employees — and cost savings for your bottom line. Following this roadmap, you can manage RFPs ASAP, find a great benefits broker partner, and build the offering your employees want. All without overloading your already busy to-do list.
So the responses are rolling in. Now what? Here’s a sample scorecard to help you find what you’re looking for — and identify red flags.Download Scorecard
Never-ending RFP process? Never. Follow this sample timeline to keep the process easy and efficient.
Align internally, customize questions, and issue your RFP
Field questions, receive responses, and score proposals
Notify finalists, schedule final presentations, and receive final proposals
Conduct reference calls, socialize decision internally, and select your broker