Case Studies

Broker Selection Process

A regional public health organization with more than 1,700 employees and 200,000 consumers engaged our team to facilitate a broker selection process to ensure that the organization was getting the best broker services for the best price. Our team designed an RFP, conducted pre-qualification of bidders, reviewed incoming proposals based on the client’s criteria, and coordinated interviews with finalists. At the end of the process, the client selected a new broker and entered into a multi-year broker services agreement.

Broker Selection Process