Thursday, February 8, 2018
Proposals provide an opportunity to present products and services for your groups in a professional, beautiful way. Whether you’re preparing to request your first proposal or just need a refresher, here’s a few things to keep in mind when submitting a request for a proposal (RFP):
Make sure you read the RFP thoroughly and understand all expectations for submission. Often there are unique requirements that may prevent you from bidding. For example, some groups require all questions about the RFP are submitted by a specific date. If you miss that deadline, you may miss the opportunity to clarify any requirements.
There are multiple ways to complete an RFP when we work with a broker. Sometimes you may prefer for us to complete the proposal from start to finish as the carrier, or you may only want our input on specific product information. We’re flexible and happy to collaborate with whatever you need to make the sale. Just let us know early and upfront.
Give the team plenty of time to complete your request. Finish your part of the questionnaire as soon as possible and send over all required documents and forms, like a recent census. We usually need 10 days for a custom proposal tailored to a specific group, especially for RFPs with questionnaires. For groups who only need a basic overview of products and services we can usually provide a more generic proposal within five days.
To ensure the best possible end product, our proposal team will need to schedule some additional planning and strategy calls with you. Plan to be available and answer emails in a timely manner so we can ensure we meet the proposal submission deadline.
And of course, we’re always happy to help you with your request. Contact your Brokerage Care Team at 844-273-9330 to get started.