Advisory · RFP Design and Evaluation
RFPs that specify outcomes. Evaluations that hold up.
A request for proposal built to the outcome you need, a scoring matrix fixed before responses arrive, and every bidder assessed as a business.
What it covers
Outcomes specified
What must change, and how it will be measured.
Responses scored
Covered, part covered, missing, or offered but not asked for.
Bidders assessed
A strong proposal from a fragile supplier is a risk. The evaluation shows it.
An insurance RFP scoring matrix
Weighted before the first response is opened.
Questions
What should an insurance RFP template include?
Outcomes; functional scope by component; data and standards; integration and architecture; delivery and migration; an independent assessment of the supplier; and commercials, including exit terms.
How should RFP responses be scored?
Against a matrix fixed in advance, each score tied to evidence in the response, so the decision can be explained to a board, an auditor or a challenger.