RFPs made easy.

Turn the Request for Proposal (RFP) process from arduous to easy with a toolkit designed to help you find the right benefits partner for your business.

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What’s in your RFP toolkit?

Welcome to your new RFP toolkit, complete with all the resources needed to run an effective process, free of headaches. You’ll find tools to help unlock a new level of benefits offerings for employees — and cost savings for your bottom line. Manage RFPs ASAP, find a great benefits partner, and build the offering your employees want — all without overloading your already busy to-do list.

Playbook
Resource

The ultimate playbook to nailing the benefits RFP process

Successful outcomes start with a thorough blueprint. This playbook provides an overview on how to manage RFPs from start to finish, featuring proven strategies from top employers and Nava’s own Benefits Advisory Board of HR experts. Get the playbook or view the video session with SHRM.

View the video session
Template

Customize your RFP template.

Don’t have time to develop your own RFP? We got you. This editable, unbranded template covers all the bases, with a range of expert-recommended questions to get the answers you’re looking for.

How to score your RFP responses

Don’t have time to develop your own RFP? We got you. This editable, unbranded template covers all the bases, with a range of expert-recommended questions to get the answers you’re looking for.

Download scorecard

Find your benefits partner in 8 weeks

Never-ending RFP process? Never. Follow this sample timeline to keep the process easy and efficient.

Week 1-2

Align internally, customize questions, and issue your RFP

Week 3-5

Field questions, receive responses, and score proposals

Week 6-7

Notify finalists, schedule final presentations, and receive final proposals

Week 8

Conduct reference calls, socialize decision internally, and select your broker

Additional Resources

Your RFP crash course.

Everything else you need to know about RFP — from the experts.
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