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Everything You Need To Make An Exceptional Broker Hire

Build a candidate shortlist in minutes,
not months, by using our curated
marketplace of employee benefits
brokers, consultants and advisors.

Contact brokers of interest on your time, on your terms. Use our recommended questions to assess the fit. Build relationships with top candidates who can deliver exceptional benefits programs for your company.

Assess your candidates with a range
of tools and resources. Use our RFP
with recommended broker questions,
or customize your own. Run insightful
finalist meetings with our guide and
scoring system. Want expert help with
your broker selection process? Call or
email our concierge.

Find Brokers In my Area

The Broker Finder Request for Proposal (RFP)

An easy to use, timing saving tool. Ensure a thorough and compliant hiring process.

WHAT IS IT?

In recent years, the market for brokerage services has changed dramatically.

Our online RFP allows employers easily and accurately assess your candidates’ capabilities, and resources. Built with input from both employers and brokers, our online tool will help you run productive and insightful finalist meetings and can be the cornerstone of making an exceptional hire.

WHO SHOULD USE IT?

Any company or public entity that currently uses an RFP to support their broker hire can use our platform to quickly and easily distribute and score their RFP online. We recommend our template to attract the most candidates, however the tool is completely customizable.

Any company, large or small, that wants to run an exceptional hiring process should use our simple, customizable RFP questionnaire to support their candidate interviews, assessments and hiring process.

WHAT ARE THE FEATURES?

Our RFP starts with a candidate instruction template that enables you to easily communicate everything brokers need to know about the hiring process, deadlines, what you are looking for and why you are shopping for a broker. Additionally, our RFP offers:

  • Recommended RFP topics and questions created by employers and brokers
  • Collaborate with your team to create RFP questions and review replies
  • Review and score candidate replies side by side
  • Update your candidate scores after finalist interviews are held

IMPORTANT RFP INSIGHTS

Many top-tier employee benefits brokers historically do not reply to RFPs – a dynamic we are changing with SHRM Broker Finder. By understanding why top brokers get frustrated with RFPs, we ensure employers avoid common mistakes and run an RFP process that attracts top candidates, and facilitates an exceptional broker hire.

To learn more, read our post, 5 Reasons Broker RFPs Fail

Are You With A Broker That Meets All Your Company's Needs? Hover over the box to learn more

SAVE MONEY ON HEALTH INSURANCE

Prices are skyrocketing - make sure you work with an expert who is up to speed on the latest, most advanced ​​​​​​​cost saving strategies.

IMPROVE YOUR BENEFITS

The top brokers will help you creatively enhance your employee benefits without hurting your bottom line.

SIMPLIFY BENEFITS ADMINISTRATION

Your time is invaluable - work with a broker who has the knowledge and resources to take work off your plate.

EXECUTIVE BENEFITS PROGRAMS

The right executive benefits can help you attract and retain top executive talent. You need a specialist in this area to maximize the potential.

VOLUNTARY BENEFITS PROGRAMS

Voluntary benefits help employees ensure they have the protections they need, and can actually save your company money.

EVALUATE YOUR BROKER

Ensure you are getting all the advice, value and support you deserve from your benefits broker or advisor.

ENSURE COMPLIANCE

You can't afford not to know if you are compliant, yet the level of compliance support and guidance brokers offer can differ dramatically.

FINANCIAL WELLNESS

When your employees suffer from high student loan balances, poor credit or need loans, productivity and health suffer.

EMPLOYEE HEALTH AND WELLBEING

Programs abound to help your employees stay or get healthy, and live their best lives. In turn, your company maximizes its results. Win- win at its finest.

"I never understood the difference between benefits brokers in the past. By using SHRM's service we found a great broker, cut our benefits costs, and simplified administration of our plans!"

Melissa, President
Atlanta, GA