You just received an RFP for a 500-life employer group. How will you quickly identify and seize this opportunity? Proactively identifying...
You just received an RFP for a 500-life employer group. How will you quickly identify and seize this opportunity? Proactively identifying and understanding your employer prospects is crucial for success in the group benefits market.
When an RFP lands on your desk, time is of the essence. You need to quickly understand the employer's current situation, their needs, and how your solution can address their specific challenges.
The difference between winning and losing often comes down to how well you know the employer before the formal process begins.
To truly know your employer, gather these key insights:
Use your research to identify specific opportunities:
To successfully leverage employer knowledge:
Build a comprehensive database of employer information, develop targeted research processes, and create customized presentation strategies. The more you know about an employer before the RFP arrives, the better positioned you'll be to win their business.
