Loopio
17 Case Studies
A Loopio Case Study
Businessolver, a benefits technology company that combines a configurable SaaS platform with a high-touch service model, faced inefficiencies from a three-person RFP team that managed 75 Word documents. Knowledge silos, manual searches, copy‑paste errors (including the risk of wrong client names), and stale content slowed them down, so they chose Loopio’s RFP response software as an agile, feedback-driven partner.
Loopio implemented its RFP Response Software Platform—using Projects, Magic auto-fill, the Status Bar, Assign, and Close Loop—to centralize content, automate responses, and streamline collaboration and reviews. The result: Businessolver consolidated 75 reference docs, eliminated copy‑paste errors, freed time for tailored responses, and now consistently responds to 100+ RFPs per year with up‑to‑date, client‑specific content.
Sarah Sinclair
RFP Manager