Docent PG, LLC Information

Most organizations choose a benefits advisor through an RFP, then live with the result for six years. An RFP scores what is easy to score — credentials, capabilities, price. It does not tell you whether the four or five people who will actually do the work are right for your organization, and that is what determines the next six years. STRATEGIC FIT — EVALUATION AND SELECTION Strategic Fit is how we run advisor evaluation and selection. Instead of starting with a questionnaire, we start with what you are actually buying: alignment on where the program is going, chemistry with the people assigned to you, insight you could not have generated yourself, and trust that survives a hard conversation. We help you define what fit means before anyone goes to market, build the process around it, and test candidates against it — including the questions an RFP never asks. RELATIONSHIP RESET When a relationship has drifted, a search is usually the wrong answer. We resurface what is actually relied upon, bring both sides to a shared statement of scope, and re-base the fee on what the relationship has become. STEWARDSHIP Contract and renewal readiness, and the standing cadence that keeps a good relationship from quietly becoming an average one. SEE HOW WE THINK FIRST Daylight is our free diagnostic — seven minutes on one advisor relationship, reading what is scoped, what you rely on, what you pay for, and whether the work is actually landing. It is anonymous, and it will not tell you to change firms. In most outcomes it argues against it. If you would rather see how we work before you talk to us, start there: daylight.docentpg.com We are independent. We place nothing, take no commissions, and have no stake in whether you stay or go. info@docentpg.com · docentpg.com · 832.244.8908