Win the broker-of-record RFPs that fit your practice.

Public entities and large commercial accounts select brokers through formal RFPs that ask about service teams, carrier relationships, compensation and compliance. Paavya helps you decide which ones fit, keeps approved answers consistent, and coordinates the team that writes them.

Compensation and disclosure answers stay exactly as approved.

Each RFP's decision is recorded with its reasons.

What broker bids ask of you

  • The service team

    Named account executives, claims advocates and their experience with similar accounts.

  • Compensation and disclosure

    Commissions, fees and conflicts of interest, which public entities in particular require in detail.

  • Market access and results

    Carrier relationships and how you have handled placements for similar risks.

Where Paavya does the work

The same seven steps every pursuit runs through, with the parts that matter most for broker work.

  1. A decision with evidence

    Decide reads buyer history, relevant experience, capacity and competition before the team commits.

    See the Decide step
  2. Consistent approved answers

    Validate checks compensation, disclosure and service answers against their approved Library entries.

    See the Validate step
  3. Owners for every section

    Plan assigns sections and requirements, and tells each owner.

    See the Plan step
  4. Submitted with a gate

    Submit stays shut until the bid, the owners, the approval and the delivery address hold.

    See the Submit step

Further reading

Bring a broker RFP you're weighing.

We’ll run a real solicitation through Paavya with you and show the recommendation and the evidence behind it.

30 minutes, on a solicitation you choose.