Case Study: Insider achieves 50%+ higher win rate and 90% faster RFP responses with Inventive AI

How Insider Transformed Their RFP Workflow Using Inventive’s AI Agents

Insider, a global leader in personalized marketing, faced a tedious, manual RFP process—about 100 RFPs annually with Q&A content scattered in Google Sheets, causing last‑minute rushes and heavy overhead. To solve this, Insider partnered with Inventive AI and implemented Inventive AI’s RFP automation agents and Knowledge Hub as a single source of truth for proposal content.

Inventive AI ingested Insider’s documents and Q&A into the Knowledge Hub, enabling AI agents to generate responses quickly and keep content up to date. The result: RFP completion became ~90% faster (a 100‑question RFP dropped from 4–5 hours to 20–30 minutes), setup took 5 days with 10 users onboarded in month one, and Insider’s win rate increased by more than 50% (estimated now 50–70% vs ~30% before), while team morale and capacity improved.

Insider

Anthony Pukal

Solutions Consultant