Consulting

I provide fee-based consulting services to business who want to simplify the employee benefits broker search process.

Services

  • 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