Get Started Guide
Welcome to Shortlister's vendor community! Learn how to get started.
Shortlister’s subscription platform is used by the leading benefits consulting firms in the US. Their teams use Shortlister to research vendors and run RFPs and RFIs. To keep results unbiased, your vendor profile is free.
The information in your account determines when and where you appear in search results. Your profile and product data tell buyers your story and what you offer.
Where to Start
When you log in, you land on your dashboard with 3 Quick Actions. Work through them in order:
- Profile — Add your logo, cover image, company name, a short summary of what you do, and your location, plus a media gallery for images and videos. A completion indicator shows how much is filled in — the more complete, the more compelling you look to buyers.
- Products — Add your Primary products (your flagship offerings) with full details: description, delivery model, minimum group size, features, media, sales materials, and any Secondary products (lighter-weight listings to round out your catalog). The details you add here power how buyers find and filter you.
- RFI — View and respond to RFIs (Requests for Information) sent by brokers.
Add Team Members
Need a helping hand from a colleague? There’s no limit to the number of users on your free account, so add your teammates in the Account section as needed.
Validation and Activation
When you’ve completed your Profile and Products, be sure to let us know (support@myshortlister.com) so we can validate your account and get it fully activated.