Strategic Planning and Preparation:

• Defining your objectives: what does success look like in a broker relationship?
• Identifying must-have capabilities vs. nice-to-have features
• Understanding current challenges and gaps requiring new broker strengths
• Timeline development balancing thoroughness with business needs
• Stakeholder alignment ensuring decision criteria reflect organizational priorities

RFP Document Development:

• Professionally crafted RFP documents clearly communicating your needs
• Detailed questions that elicit meaningful, comparable responses
• Evaluation criteria and scoring methodology design
• Required response formats enabling objective comparison
• Terms and conditions protecting your interests

Broker Market Intelligence:

• Identification of brokers best suited to your industry, size, and needs
• Market landscape overview of capabilities and differentiation
• Firm stability and reputation assessment
• Conflict of interest evaluation (existing client relationships, ownership structures)
• Curated broker list targeting firms most likely to excel for your organization

RFP Administration:

• Distribution and communication management with participating brokers
• Question and answer coordination ensuring all brokers have consistent information
• Response collection and organization
• Preliminary screening eliminating clearly unsuitable proposals
• Timeline management keeping process on track

Objective Evaluation:

• Systematic scoring against your defined criteria
• Comparative analysis highlighting key differences and trade-offs
• Shortlist development based on objective assessment
• Finalist presentation coordination and facilitation
• Reference checking with current clients
• Fee and compensation structure analysis

Decision Support:

• Finalist comparison summary with clear recommendations
• Presentation to leadership and decision-makers
• Negotiation support on service agreements and compensation
• Transition planning once selection is made

Objectivity: We have no vested interest in which broker you select—our only goal is helping you make the best decision for your organization.

Expertise: We understand what differentiates brokers, what questions reveal true capabilities, and what to look for in proposals.

Efficiency: Our structured process saves you countless hours while ensuring nothing important is missed.

Better Outcomes: Organizations using our RFP consulting consistently report higher satisfaction with selected brokers and stronger long-term relationships.

Whether you're unhappy with your current broker, experiencing a triggering event requiring change, or simply conducting periodic due diligence, our RFP consulting ensures you find the right partner.