Running a broker RFP doesn't have to be adversarial or exhausting. This guide walks HR leaders through a structured evaluation process that respects everyone's time while delivering real answers—from timeline planning and RFP questions to scoring matrices and reference checks.

Benefits renewal season feels chaotic because organizations compress strategic work into 60–90 days. This guide provides a 12-month benefits renewal planning calendar that distributes work across the year, clarifies stakeholder roles, and transforms renewal from crisis management into strategic execution that reduces fatigue and improves outcomes.