I provide fee-based consulting services to business who want to simplify the employee benefits broker search process.
- Identify client’s needs and goals for new broker relationship
- Create a Request for Proposal (RFP) that addresses client’s needs and goals and reflects client’s culture
- Identify and qualify agencies that will be invited to respond to the RFP
- Assess proposals
- Develop questions for finalist interviews
- Assess finalists during interviews
- Provide insight and recommendations during broker selection process