Your Benefits Administration RFP Template

Benefits Administration RFP

Why should I purchase benefits administration software or services? 

As employee benefits become more complicated, it’s also becoming more difficult to make sure your staff are getting what they need from their benefits plans. That’s why it’s more important than ever to invest in employee benefits consulting with someone you really trust. But how do you find the right benefits administration company? You’ll need a specialized benefits administration RFP to help you vet potential vendors.

What should my employee benefits RFP look like?

Your RFP for benefits administration outsourcing should cover everything from technology and security to counseling and communications. It needs to be precise and ask all the right questions — but it’s not always clear what those questions should be. That’s why the experts at Hodges-Mace have made a benefits software and services RFP template for you.

What’s in this benefits administration RFP?

We’ve tailored each question based on years of experience working with clients in a wide variety of industries. Are you interested in benefits administration software or services? Maybe a combination of the two? Whatever your needs, this request for proposal template will save you time and energy as you navigate the benefits consulting bidding process.

In this RFP template:

  • Confidentiality
  • Summary
  • Introduction
  • Objectives
  • Timeline
  • Preparation and Submission
  • The questions you should ask candidates about…
    • Technology usage
    • Information security
    • Data exchange
    • Implementation and service
    • Account management
    • Call centers
    • Benefit counseling
    • Communications
    • Pricing