Glossary · Sales & procurement

RFI (Request for Information)

A pre-quote inquiry used to gather basic information about a PEO's services, technology, and qualifications before issuing a formal RFP.

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RFIs are commonly used during the long-list-to-short-list winnowing phase of PEO selection. They are lighter-weight than full RFPs and don't typically generate hard quote terms.

For mid-market and enterprise selection processes, an RFI → RFP → finalist demo sequence is standard.

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  • NAPEO Associate Member
  • PEO Brokers Collective
  • PACE PEO

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