Case Study: WellRight achieves 53% RFP automation and 2-3x faster responses with Loopio

How WellRight Responds to Million Dollar Deals With Loopio

WellRight, a corporate wellness platform serving 600+ customers, faced slow, manual RFP processes that tied up sales reps and produced inconsistent proposals. When Stephanie Benavidez assessed the problem, the team could only answer 5–7 questions per hour while hunting through a massive Word doc, so WellRight selected Loopio’s RFP response platform—using Loopio’s Library, Magic auto-fill, and custom templates—to scale and streamline responses.

Loopio centralized WellRight’s content, enabled auto-filled answers and easy collaboration, and provided templates and community support; the results speak to measurable impact. With Loopio, WellRight automated 53% of RFP responses, reduced turnaround to one week (2–3x faster) with an average of 5.5 hours to complete RFP questions, submits 150+ RFPs a year, and now competes for and wins million-dollar contracts while freeing reps for higher-value sales activities.

WellRight

Becky Meskill

Proposal Writer