Insurance Broker of Record Services

The Vendor is required to provide for insurance coverage for all lines of commercial building, property, liability, equipment, crime, cyber and worker’s compensation insurance.
- Services include:
•    Provide market access to key municipal carriers
•    Evaluate county’s current insurance program design. 
•    Identify and evaluate alternative approaches and recommend program improvements (structure, limits, scope of coverage, retention limits, risk management and control alternatives, risk financing alternatives, etc.) For county’s consideration and approval
•    Develop a competitive insurance program and implement the program upon award. 
•    Implementation of the program will include timely and accurate delivery of certificates, id cards, binders, invoices and policies
•    Develop a service strategy to be followed by the carrier, the broker and the client for the policy period. 
•    Implement this strategy and monitor it so that services are provided as agreed upon by all parties involved.
•    Review policies and change endorsements for accuracy and resolve any discrepancies that may be identified between the proposed coverage and the produced policy
•    Provide coverage summaries, schedules and changes as necessary
•    Review billings, audits for accuracy and make certain all charges such as taxes, assessments, fees, etc. Are identified as necessary
•    Provide county with information and forecasts of changes that may arise in the insurance marketplace
•    Coordinate the renewal process with the existing insurance carriers. 
•    Analyze the renewal proposal, negotiate terms and conditions and make recommendations. 
•    In addition, the county may make such investigations it deems necessary to determine the ability of the vendor to perform the work. 
•    The vendor shall furnish to the county, within five days of a request, all such information and data for this purpose as may be requested.
•    The county reserves the right to reject any proposal if the information submitted by, or investigation of, such proposer fails to satisfy the county that such proposer is properly qualified to carry out the obligations of this proposal and to complete the work contemplated therein.
•    Conditional proposals will not be accepted.
•    Proposers must disclose if they have the exclusive rights to market a program and/or carrier and if that program and/or carrier is open to other brokers to market. 
•    If the county awards to a broker, will there be a program and /or market not available to it by virtue of its choice of broker.

- Contract Period/Term: 1 year
- Questions/Inquires Deadline: August 8, 2025