Create the RFP
Template, question, plan-design, and rate builders. Map coverage lines once. Import from the library instead of rebuilding the file.
Group RFP platform
The purpose-built group RFP intelligent platform for the national market.
Vera-Source is the workspace consultants use to build a national benefits RFP, invite carriers, collect a locked bid, compare responses, run follow-up rounds, and brief the client — so Word, Excel, and email are no longer the system of record.
How an engagement runs
The same record, from launch to the boardroom briefing.
Question building, invitations, live Q&A, follow-up, BAFO, and the client presentation stay in one system. Each portal sees only what its role allows.
Invite the market
Send and schedule communications. Carriers declare intent by coverage line before they start answering.
Collect a clean bid
The vendor portal is a set path: intent, library, autosave drafts, locked submit. Follow-up rounds come back into the same workspace.
Compare side by side
Qualitative answers and pricing sit in one grid. Stage items, request revised pricing, and send a round without a new spreadsheet.
Follow-up and BAFO
Initial, follow-up, and best-and-final prices revise the same locked financial record — not a new version of the file.
Brief the client
The employer portal is view-only, tailored, and interactive. Export the same briefing to PDF or PowerPoint.
Four portals. One record.
Admin, vendor, employer, and analytics — each with its own view.
Consultants, carriers, and clients are not reconciling three versions of the work.
Admin
Run the engagement
From template to award on one locked record.
- Builders for questions, plan design, and rates
- Scheduled vendor communications
- Comparison, follow-up, award
Vendor
Collect a clean bid
Carriers follow intent, library, lock, follow-up.
- Intent by coverage line
- Response library with Apply Standard
- Locked submit and revised-pricing rounds
Employer
Brief the client
View-only access to the briefing you publish.
- Tailored to the client
- Drill-down and filtering on the web
- Export to PDF or PowerPoint
Analytics
Leadership overview
Watch pipeline, pricing, and results as the practice runs.
- Activity across open engagements
- Demand trends and marketplace pricing
- Wins, retains, and outcomes
What the application replaces
Less email. Faster comparison. A database Word cannot give you.
Work
Less manual work
Proposal creation, carrier tracking, consolidation, and financial comparison in the product — so consultants spend time on advice.
Output
Client-ready briefing
The RFP is what the client sees. Consistent summaries replace one-off spreadsheets.
Record
Answers and pricing you keep
Question and response libraries stay in a database you own. Use it to advise — and, if you choose, package Vera-Analytics for the market.
Talk with us
If this is useful for the practice, we should talk.
A short note is enough — who you are, the firm, and what you want to see. There is no public inbox on this page. Requests come to the team directly, and we follow up.