Welcome to your GRAT RFP Medical, Dental, & Vision Vendor Assessment Scorecard! You now have a professional, structured tool to compare healthcare, dental & vision carriers — using real data, not just gut feeling or the lowest price. This guide walks you through every tab, exactly what to enter, and how to read your results.

The GRAT RFP Medical, Dental, & Vision Vendor Assessment Scorecard is a 10-factor weighted scoring model built inside an Excel Sheet workbook. It allows to rate up to 4 carriers and captures three evaluator perspectives — CEO/CFO, Insurance Producer/Broker, and Benefits Manager — and automatically calculates a combined weighted score for each carrier with drop down scoring from 1-5.

Instead of comparing carrier proposals in separate emails, PDFs, and spreadsheets, everything lives in one organized file. You score carriers once. The math happens automatically on the ranking's summary tab. The winner is clear.

*Also included FREE are:



(1) A QuickStart checklist - in a PDF - on Gathering your baseline; Assigning your RFP evaluation team; Confirming the carrier key factors; Understanding the scoring scale; Preparing your RFP submission package; Opening the score card excel tool and entering your data; Reviewing your results and making a carrier recommendation,



(2) A Detailed How to Use guide - in a PDF document including Terms & Conditions.  This guide walks you through every tab, exactly what to enter, and how to read your results.

NOTE: ALL EXCEL DOCUMENTS HAVE FORMULA CELLS LOCKED & PROTECTED TO SECURE THE INTEGRITY OF THE SCORING & RANKING SUMMARY.

IN THE RFP TOOL - THE KEY FACTORS CAN BE CHANGED BASED ON YOUR COMPANY’S PRIORITIES, HOWEVER, THE WEIGHTS/FORMULAS CAN NOT BE CHANGED.