Download your copy of the Ultimate Guide to Issuing an Employee Benefits Brokerage Services RFP
A critical step in the RFP process is inquiring about specific capabilities of prospect organizations, most especially as they relate to your primary needs. These 100+ sample questions and scoring template will help.
The Ultimate Guide to Issuing an Employee Benefits Brokerage Services RFP
It’s certainly up for debate whether or not an RFP (Request for Proposal) is really the best method of finding a new employee benefits broker for your business. Nevertheless, if you’re planning on issuing an RFP for a new employee benefits advisor, it’s important to do it right. In this guide we cover:
- Writing an Employee Benefits RFP
- How You Know it’s Time to Begin the RFP Process
- The Pros and Cons of Issuing an Employee Benefits RFP
- How to Structure the RFP Process
- The Best Way to Evaluate RFPs for Employee Benefits
- The Right Time of Year to Start the RFP Process
- Timing the Employee Benefits Broker Transition
Download your free copy now to get started!
HUB Southwest Advisors is your home in the Southwest for Business & Personal Insurance, Employee Benefits, Retirement Services, and More.
HUB International is headquartered in Chicago, and is the 5th largest global insurance broker with 18,000+ employees across 540+ offices in North America. HUB International is the largest privately held, locally-led insurance broker in the country.
HUB Southwest primarily serves individuals and local businesses across Arizona and New Mexico. HUB Southwest has a 30+ year history in the region serving more than 20,000 clients.