Guide

10-Steps to RFP Success

10-Steps to RFP Success

Pages 12 Pages

Businessolver’s 10 Steps to RFP Success e-book guides employers through selecting a benefits administration partner. It begins with identifying organizational needs and must-haves, then researching options and gathering more information through meetings and RFIs. Employers are encouraged to narrow the field, issue a focused RFP, and thoroughly evaluate responses with cross-team input. The process continues by selecting two or three finalists, conducting site visits and cultural assessments, and finally choosing the best partner. The framework ensures a structured, efficient approach that balances due diligence with practical decision-making.

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