Delivering Value in Employee Benefits

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.

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Streamline

Communicate seamlessly
with your team, clients & vendors

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Empower

Equip vendors with tools they need to respond effectively & efficiently

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Add Value

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. 

Read more about the vendor experience

Client Retention


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. 

Read about issuing RFPs

Client Growth


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. 

Read about responding to RFPs

Author RFP

Bring multiple stakeholders together in the same version. Use content from your library.

Publish

Invite specific vendors or post a public link so interested parties can find your RFP.

Collaborate

Vendors bring multiple team members together in the same version. Prepare your proposal quickly and effectively.

Search Responses

Leverage past responses with a click. Keep RFP responses updated and accessible.

Manage Tasks

Track proposal status in real time. Assign writing and approving tasks with due dates and notifications.

Export and Archive

Export into Word/Excel for your archival purposes. Your responses and entire proposals are stored for later use.

Submit Proposals

For RFPs created in our system, submit completed proposals with a click. For external RFPs, export and submit.

Collect Proposals

Gather your vendor responses automatically. You can message with your vendors during their responding period.

Score Responses

Engage your evaluation team, where they can score and make notes, directly in the proposals.

Select Vendor

Support your decisions confidently. View vendor comparisons, scoring summaries, and export all of the detail for presentations.

Vendor Intelligence

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. 

Work Together

Consulting teams and clients can work together to easily evaluate responses. Add value by shortening timelines and reducing administrative tasks. 

Support Decisions

Set the criteria for evaluation and engage your scorers. Present decision-makers with summary and detailed reports. 

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Learn more

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.

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Eric Hollenbach

Lockton Companies

Consultant & Project Analyst

New Client Growth

Respond efficiently to Broker RFPs with our intelligent Knowledge Base. Collaborate and share across Regional Offices and Practice Areas. Tell your story more consistently and differentiate your firm. 

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.

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Learn more

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.

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Whitney Russell

PlanSource

RFP Quarterback / Proposal Coordinator

Some of our Clients

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Other Resources

See below for more tips on how to create better RFPs and Proposals?  

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Exclusive eBook explains 3 new ways RFP software equips Consultants & Brokers to efficiently select and manage their vendor relationships. [eBook]

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What Plan Sponsors Revealed about Retirement Plan RFPs [Blog] 

Revealing survery from Plan Sponsors on Retirement RFIs and RFPs. Does your company fall below industry standards? Is this affecting your bottom line?

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The ultimate guide to RFP Responding software. What RFP software is, what it should do, and how to decide if you need it. [eBook]

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Could Digital Vendor Profiles Replace RFIs? [Video Blog]
What will to happen to legacy RFIs? Vendor Profiles allow broker/consultants to short-list faster and stay ahead of market changes.

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Write a better Benefits Administration RFP using expert advice on the most effective questions to ask, and practicals on vetting potential partners.  [Webinar]

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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.

Learn More

RFP Issuing    RFP Responding