.png)
Menu
.png)
For TriBridge Partners, RFPs are both a gateway and a grind. They’re essential for winning new business, but the manual process of responding left consultants like Kevin O’Toole choosing between two bad options: invest hours in searching old files and reworking responses, or decline opportunities altogether.
Each RFP meant combing through past documents, copying language into new templates, and tailoring responses by hand. The process was not only slow but also introduced inconsistency into messaging, and it pulled valuable time away from client service and business development. For TriBridge, the opportunity cost was growing too high.
PAINPOINTS AT-A-GLANCE
•Hours lost searching old RFPs
•Copy-paste errors and inconsistent messaging
•Missed opportunities due to time constraints
•Administrative burden replacing client-facing time
Planyear’s Proposal Assistant, powered by AI, gave TriBridge a new way to approach RFPs.Instead of starting from scratch, consultants could upload an RFP document and let the system automatically identify each question, generate draft responses, and align the tone with TriBridge’s established voice.
TheProposal Assistant learned from the firm’s historical responses, so answers reflected TriBridge’s value propositions and style. Built-in editing tools allowed consultants to expand, condense, or fine-tune responses in minutes. What once consumed a full day could now be turned around in under an hour.
Justas important, the system elevated the human impact. Less time spent on repetitive drafting meant Kevin could focus on strategy, client conversations, and pursuing more opportunities—without sacrificing quality. In fact, the AI often produced responses that were clearer and more polished than manual versions.
PLANYEAR’S RFP RESPONSE PROCESS
1. INTELLIGENT LEARNING SYSTEM
AI trained on a firm's unique voice, value propositions, and proven messaging
2. AUTOMATED QUESTION EXTRACTION
Upload any new RFP and our system identifies and organizes all questions automatically
3. REVIEW, REFINE, EXPORT
Expand, condense, or adjust tone instantly while maintaining message consistency
For TriBridge, the difference was immediate. A 45-question RFP that would normally take a full day was completed in just 35 minutes. The platform not only reduced time spent but also improved the clarity and consistency of responses. With more bandwidth, the team could redirect effort toward winning new business and strengthening client relationships.
IMPACT AT-A-GLANCE
•90%+ time savings
From full-day tasks to minutes
•Higher-quality responses
AI-produced answers often stronger than manual drafts
•Increased capacity
Time redirected toward clients service and growth opportunities
•Stronger positioning
Consistent, professional RFPs reinforced TriBridge’s credibility
“The first time I used the system, from creating my account to having a completed RFP response for a 45-question RFP was roughly 35 minutes. I was expecting it to take all day, but this system is quick. We are super impressed with the quality of response.”
–KEVIN O’TOOLE, BENEFITS CONSULTANT
For TriBridge Partners, RFPs are both a gateway and a grind. They’re essential for winning new business, but the manual process of responding left consultants like Kevin O’Toole choosing between two bad options: invest hours in searching old files and reworking responses, or decline opportunities altogether.
Each RFP meant combing through past documents, copying language into new templates, and tailoring responses by hand. The process was not only slow but also introduced inconsistency into messaging, and it pulled valuable time away from client service and business development. For TriBridge, the opportunity cost was growing too high.
PAINPOINTS AT-A-GLANCE
•Hours lost searching old RFPs
•Copy-paste errors and inconsistent messaging
•Missed opportunities due to time constraints
•Administrative burden replacing client-facing time
Planyear’s Proposal Assistant, powered by AI, gave TriBridge a new way to approach RFPs.Instead of starting from scratch, consultants could upload an RFP document and let the system automatically identify each question, generate draft responses, and align the tone with TriBridge’s established voice.
TheProposal Assistant learned from the firm’s historical responses, so answers reflected TriBridge’s value propositions and style. Built-in editing tools allowed consultants to expand, condense, or fine-tune responses in minutes. What once consumed a full day could now be turned around in under an hour.
Justas important, the system elevated the human impact. Less time spent on repetitive drafting meant Kevin could focus on strategy, client conversations, and pursuing more opportunities—without sacrificing quality. In fact, the AI often produced responses that were clearer and more polished than manual versions.
PLANYEAR’S RFP RESPONSE PROCESS
1. INTELLIGENT LEARNING SYSTEM
AI trained on a firm's unique voice, value propositions, and proven messaging
2. AUTOMATED QUESTION EXTRACTION
Upload any new RFP and our system identifies and organizes all questions automatically
3. REVIEW, REFINE, EXPORT
Expand, condense, or adjust tone instantly while maintaining message consistency
For TriBridge, the difference was immediate. A 45-question RFP that would normally take a full day was completed in just 35 minutes. The platform not only reduced time spent but also improved the clarity and consistency of responses. With more bandwidth, the team could redirect effort toward winning new business and strengthening client relationships.
IMPACT AT-A-GLANCE
•90%+ time savings
From full-day tasks to minutes
•Higher-quality responses
AI-produced answers often stronger than manual drafts
•Increased capacity
Time redirected toward clients service and growth opportunities
•Stronger positioning
Consistent, professional RFPs reinforced TriBridge’s credibility
“The first time I used the system, from creating my account to having a completed RFP response for a 45-question RFP was roughly 35 minutes. I was expecting it to take all day, but this system is quick. We are super impressed with the quality of response.”
–KEVIN O’TOOLE, BENEFITS CONSULTANT
For TriBridge Partners, RFPs are both a gateway and a grind. They’re essential for winning new business, but the manual process of responding left consultants like Kevin O’Toole choosing between two bad options: invest hours in searching old files and reworking responses, or decline opportunities altogether.
Each RFP meant combing through past documents, copying language into new templates, and tailoring responses by hand. The process was not only slow but also introduced inconsistency into messaging, and it pulled valuable time away from client service and business development. For TriBridge, the opportunity cost was growing too high.
PAINPOINTS AT-A-GLANCE
•Hours lost searching old RFPs
•Copy-paste errors and inconsistent messaging
•Missed opportunities due to time constraints
•Administrative burden replacing client-facing time
Planyear’s Proposal Assistant, powered by AI, gave TriBridge a new way to approach RFPs.Instead of starting from scratch, consultants could upload an RFP document and let the system automatically identify each question, generate draft responses, and align the tone with TriBridge’s established voice.
TheProposal Assistant learned from the firm’s historical responses, so answers reflected TriBridge’s value propositions and style. Built-in editing tools allowed consultants to expand, condense, or fine-tune responses in minutes. What once consumed a full day could now be turned around in under an hour.
Justas important, the system elevated the human impact. Less time spent on repetitive drafting meant Kevin could focus on strategy, client conversations, and pursuing more opportunities—without sacrificing quality. In fact, the AI often produced responses that were clearer and more polished than manual versions.
PLANYEAR’S RFP RESPONSE PROCESS
1. INTELLIGENT LEARNING SYSTEM
AI trained on a firm's unique voice, value propositions, and proven messaging
2. AUTOMATED QUESTION EXTRACTION
Upload any new RFP and our system identifies and organizes all questions automatically
3. REVIEW, REFINE, EXPORT
Expand, condense, or adjust tone instantly while maintaining message consistency
For TriBridge, the difference was immediate. A 45-question RFP that would normally take a full day was completed in just 35 minutes. The platform not only reduced time spent but also improved the clarity and consistency of responses. With more bandwidth, the team could redirect effort toward winning new business and strengthening client relationships.
IMPACT AT-A-GLANCE
•90%+ time savings
From full-day tasks to minutes
•Higher-quality responses
AI-produced answers often stronger than manual drafts
•Increased capacity
Time redirected toward clients service and growth opportunities
•Stronger positioning
Consistent, professional RFPs reinforced TriBridge’s credibility
“The first time I used the system, from creating my account to having a completed RFP response for a 45-question RFP was roughly 35 minutes. I was expecting it to take all day, but this system is quick. We are super impressed with the quality of response.”
–KEVIN O’TOOLE, BENEFITS CONSULTANT
