The sales process for account-based programs can often be very transactional — with brokers/employers relying heavily on “spreadsheeting” and RFPs to compare vendor capabilities and pricing. This process can make it challenging for partners to convey their full value and is prone to driving price-based decisions and a more commoditized view of offerings. It also creates significant risk for partners to be relegated to column fodder. While it may not be possible to fully eradicate RFPs, it is possible to thrive in an RFP-centered world with a more strategic approach.
From early engagement, to influencing/seeding the RFP questions, to knowing when to respond and when to walk away, to closed-loop win/loss analysis and beyond — in this new webinar, we share best practices for navigating the world of RFPs. Listen in as Mick Hannafin, Business Unit President at CBIZ, and Alegeus’ own Jim Hayes, Executive Client Partner, dive into the world of RFPs through this example-filled discussion.