Case Study: Collective Health saves 90+ hours and speeds RFP responses with Loopio

A Loopio Case Study

Collective Health saves 90+ hours annually with Loopio

Collective Health, a company that provides technology to simplify employee healthcare, faced challenges in its sales process due to time-consuming administrative work. Their team was bogged down with manually organizing RFP content from emails, Slack, and Excel, which created significant delays in responding to potential customers. They needed a solution to reduce this burden and improve collaboration, leading them to the RFP platform Loopio.

By implementing Loopio, Collective Health streamlined its RFP process, enabling 64 team members to collaborate efficiently. The solution provided consistent information, automated tedious tasks, and saved over 90 hours annually on manual file exporting alone. This allowed the team to answer 7,000 questions with high-quality, on-brand responses and deliver proposals much more quickly.


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