Policy Administration: Request for Proposal Excel Template

Technology is essential to managing insurance policies and quickly responding to queries. Selecting policy administration software, however, can be a daunting process – and an RFP is critical to finding the right partner. Riskonnect is often asked about the best questions to include in an RFP. This document contains our collection of the most critical questions related to policy administration to help guide your purchase process. The downloadable spreadsheet itself can easily be modified to suit your needs.

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