Enterprise · Proposal Operations

Answering RFP questionnaires with agentic RAG.

Fortune 10 healthcare enterprise

An agentic retrieval-augmented system that answers standard RFP questions instantly from a library of expert-approved responses — and intelligently routes novel questions to the right team.

Agentic AIRAGAutomation

Challenge

What was the challenge?

Responding to RFPs meant subject-matter experts repeatedly answering questions they had already answered in past proposals — the same security questionnaires, the same capability descriptions, over and over. Meanwhile, genuinely new questions bounced between contract-building teams looking for the right owner, adding days of latency to proposal timelines.

The waste was structural: expert time went to repetition, and the routing of novel work ran on institutional memory rather than any system.

Approach

How did we approach it?

We split the problem the way a good proposal desk would: recognize what's been answered before, and know who should answer what hasn't. A curated dataset of previously answered SME queries became the knowledge base for an agentic RAG (retrieval-augmented generation) system.

A Standard Query Agent matches incoming questions against that library and returns the expert-approved answer when the match is strong. Questions that don't match go to a Routing Agent, which determines which contract-building team should own them. And because both decisions matter, dedicated validator agents independently check the Standard Query Agent's answers and the Routing Agent's assignments before anything is returned — the system reviews its own work.

Delivered

What did we deliver?

  • A Standard Query Agent that identifies when an incoming RFP question matches previously answered ones and returns the expert-approved response from the dataset.
  • A Routing Agent that determines the correct contract-building team for every genuinely new question.
  • Validator agents that independently verify both answers and routing decisions before release.
  • An RFP markup workflow that distinguishes standard from novel queries automatically, so expert attention lands only where it's needed.

Mechanism

How does it work under the hood?

  1. 01A curated library of SME-answered queries powers retrieval: incoming questions are matched for similarity against past answered ones.
  2. 02Strong matches are handled by the Standard Query Agent, which returns the stored expert answer.
  3. 03Non-matching queries route through the Routing Agent, which selects the owning team based on the question's content.
  4. 04Validator agents check each answer and each routing decision — output is verified, not assumed — before the response leaves the system.

Outcome

What was the outcome?

The proof of concept showed that the bulk of repeat RFP questions can be answered instantly from approved content, with novel questions landing directly on the right team instead of wandering the org chart.

The validator-agent pattern — every agent's output checked by another agent — proved its worth here and carried forward into the ticket-triage system that followed.

Learnings

Key learnings

Most 'new' questions aren't new — a curated library of expert-approved answers eliminates the bulk of repeat work before any generation happens.

Route what you can't answer: pairing an answering agent with a routing agent means no query dead-ends, it either resolves or lands with the right owner.

Validator agents checking other agents' outputs is cheap insurance — every answer and assignment is verified before a human ever sees it.

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