RFP365 helps Brokers & Consultants manage all aspects of RFP Issuing and RFP Responding. RFP365 delivers a platform that benefits everyone in the industry: Consultants, Vendors, Clients.
with your team, clients & vendors
Equip vendors with tools they need to respond effectively & efficiently
Ensure clients receive the best responses and instill confidence
With over 500 vendors responding to RFPs in RFP365, you can engage solution providers in dozens of categories, from Health, HR, Voluntary, Wellness, Pharmacy, Benefits Administration, Payroll, Retirement and more.
We built a platform that vendors love to work in, which means value-added intelligence for your clients.
Vendor Selection & Carrier Marketing starts with gathering critical requirements. RFP365 helps you with Client Discovery, Vendor Profiles and RFPs to gather proposals and evaluate vendors.
Responding to Broker RFPs is time-consuming, but critical to new client growth. Leverage past responses faster and collaborate with your team to create tailored responses that win.
Invite specific vendors or post a public link so interested parties can find your RFP.
Vendors bring multiple team members together in the same version. Prepare your proposal quickly and effectively.
Leverage past responses with a click. Keep RFP responses updated and accessible.
Track proposal status in real time. Assign writing and approving tasks with due dates and notifications.
Export into Word/Excel for your archival purposes. Your responses and entire proposals are stored for later use.
For RFPs created in our system, submit completed proposals with a click. For external RFPs, export and submit.
Gather your vendor responses automatically. You can message with your vendors during their responding period.
Engage your evaluation team, where they can score and make notes, directly in the proposals.
Support your decisions confidently. View vendor comparisons, scoring summaries, and export all of the detail for presentations.
Support your clients and stakeholders effectively by gathering vendor and carrier responses quickly. Compare capabilities, pricing and view facts side-by-side to make informed decisions.
Consulting teams and clients can work together to easily evaluate responses. Add value by shortening timelines and reducing administrative tasks.
Set the criteria for evaluation and engage your scorers. Present decision-makers with summary and detailed reports.
Before it was so hard to keep vendor information up-to-date, using spreadsheets and legacy software. But now we can see our vendors activity and data in real time. As a result, our client deliverable is much stronger.
Consultant & Project Analyst
Respond efficiently to Employee Benefits Broker RFPs with an intelligent Knowledge Base. Collaborate, reuse and share content across Offices and Practice Areas. Tell your story more consistently and differentiate yourself.
Build Practice Area Hierarchies
Structure parent and sub-accounts hierarchy to share content across offices. Partition across offices for enhanced control and reporting.
Leverage Past Responses
Instantly search your Knowledge Base to answer commonly asked questions. Spend more time crafting client specific responses that add value to your proposal.
We implemented RFP365 a little over a year ago and are hoping it becomes the standard for all brokers to issue RFPs to vendors. It provides all parties within the RFP process a productive, seamless experience that significantly reduces the amount of time spent on an RFP...Our productivity has continued to increase in excess of 90%. We’re getting more work done, with less effort.
RFP Quarterback / Proposal Coordinator
See below for more tips on how to create better RFPs and Proposals?
Revealing survery from Plan Sponsors on Retirement RFIs and RFPs. Does your company fall below industry standards? Is this affecting your bottom line?
The Do's and Dont's of Vendor Selection [Blog]
The Do's and Don'ts of vendor selection with guest Lockton TOP: What drives every benefits consultant crazy, and how vendors can set themselves up for selection.