How Scout works
One questionnaire on one side. Qualified opportunities on the other.
Employers use Scout free to run a Broker RFP — manually or on autopilot. Paying Brokers receive those RFPs alongside a daily list of scored prospects. Both sides only ever see what they should.
Employer details stay private until they choose you
Vetted Brokers only, Benefits and P&C
No shared lists — allocation is personalized per Broker
AI does the research, you make the decisions
For Employers · always free
Run your Broker RFP in four steps.
Tell Scout about your company and what you need once. Scout writes the RFP, then you decide whether to select Brokers yourself or let Scout match them for you.
- 01
Build your profile
Enter your company name. Scout researches you from public sources and fills in industry, size and location.
- 02
Answer the questionnaire
Renewal date, current Broker, carriers and what you want fixed — plus AI follow-up questions tailored to you.
- 03
Launch the RFP your way
Pick the Brokers yourself, or let Scout match the best fit automatically from your RFP needs.
- 04
Compare and meet
Track responses in one private dashboard and request meetings with the finalists you choose.
For Brokers · paid plans
Get in front of Employers who are actually shopping.
Scout hands you scored prospects every morning and routes live Employer Broker RFPs to paying Scout 200 and Scout 500 subscribers only.
- 01
Prospects each morning
Scout scores Employers on renewal timing, plan signals, growth and reachability, then ranks them for you.
- 02
Live Employer RFPs
Paid Scout 200 and Scout 500 subscribers receive Employer Broker RFPs the moment they are posted.
- 03
Outreach on autopilot
A multi-touch email and social sequence goes out under your name. Replies land in your inbox.
- 04
Benchmark before the call
Run a real-time benchmark report on any prospect and send it as your door opener.
Ready when you are.
Employers start free. Brokers get a 14-day free trial and unlock Employer RFPs on Scout 200 or Scout 500.