Property and Casualty Insurance Broker Services

The Vendor is required to provide for an insurance broker to assist in evaluating the availability, options, alternatives, services, cost and placement of property and casualty insurance. 
- The broker shall provide the following:
•    Provide an assessment and summary of excess exposures and means of address such exposures by May 22, 2026.
•    Provide property and casualty insurance quotes addressing identified exposures by June 15, 2026.
•    Make recommendations regarding excess insurance companies, coverage, retention, limits and terms and conditions for exposures facing all areas of agency operations.
•    Provide property and casualty insurance expertise and evaluation of market options.
•    Evaluate, assess, and identify unique exposures that pose a risk of excess loss to agency.
•    Obtain the approval of agency prior to placing insurance coverage.
•    Assist agency in marketing and placement of renewals in the most efficient and cost-effective manner.
•    Assist agency with reporting and monitoring of claims and assist in advocating on the behalf of agency on any disputed or problem claims.
•    Provide answers to agency and obtain clarification from insurers regarding coverage or claims questions.
•    Provide assistance in the form of written reports or claims summaries as is customarily expected from a professional insurance broker.
•    Provide expert opinion to agency on the marketing and placement of property & casualty insurance renewals in the most efficient and cost-effective manner.
•    Provide expert opinion to agency on the need for, marketing and placement of special lines of insurance impacting agency property & casualty insurance program.
•    Evaluate property & casualty insurance market options and conditions on a regular basis or as requested.
•    Attend meetings, as needed, or requested.
•    Provide agency with a formal debriefing upon request at the completion of the contract. The scope of the debriefing will be limited to the work performed by the contractor.