10 things vendors wish advisers knew about RFPs

Published Updated 1 Min Read

Sending out bad RFPs is a critical misstep for benefit brokers and consultants. Top carriers are always in high demand, so if you send them a subpar request, they’re less likely to respond.

Moreover, vendor selection usually requires an extensive amount of time and resources, so it’s important to get your RFP right the first time to cut down on unnecessary back-and-forth emails that may leave you scrambling to put together results for you client at the last minute.

Sending out bad RFPs is a critical misstep for benefit brokers and consultants. Top carriers are always in high demand, so if you send them a subpar request, they’re less likely to respond.

Moreover, vendor selection usually requires an extensive amount of time and resources, so it’s important to get your RFP right the first time to cut down on unnecessary back-and-forth emails that may leave you scrambling to put together results for you client at the last minute.

Dave Hulsen
Chief Operating Officer

Hulsen is co-founder and COO of RFP365. He has a history of both issuing and responding to RFPs as a consultant in the technology space.


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