What the buyer needs
AI summaryGaston County is seeking proposals for professional insurance brokerage services. Services include accessing insurance markets, providing consultative advisory services, and risk management support.
Scope of work
- Develop underwriting information and prepare specifications for marketing insurance coverage
- Structure insurance offerings to insurers and secure insurance coverages selected by the County
- Design insurance policy wording to meet County needs and eliminate coverage gaps or overlaps
- Review insurance policies, binders, and certificates for accuracy and compliance with specifications
- Service insurance policies, process changes, and manage endorsements
- Provide loss prevention strategies and assist in identifying and evaluating loss exposures
- Provide claims advocacy across all coverage lines when requested
- Deliver loss control and risk management consulting services
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Qualification and Relevant Experience | 20% |
| Cost Proposal | 15% |
Minimum qualifications
- Approved broker with the County's existing liability excess market
- Primary loss prevention specialist must have a minimum of 5 years experience in public sector loss control
- Valid and appropriate business license and local, state, and federal required licenses
- Current Brokers & Adjustors and North Carolina State licenses
Documents to include with your response
- Section A – Cover Letter
- Section B – Qualifications and Relevant Experience
- Section C – Technical Approach and Understanding of County Needs
- Section D – Loss Control, Claims & Risk Management Consulting
- Section E – Account Team, Customer Service & Implementation
- Section F – Cost Proposal
- Section G – Required Forms
- Appendix A – Pricing Form (signed)
- Appendix B – Proposal Submission Form (signed)
- Copies of current Brokers & Adjustors and North Carolina State licenses
How to submit
- Method
- Sealed hard copy via mail or hand delivery
- Instructions
- Submit one (1) original and seven (7) copies on 8½ x 11-inch paper, printed on one side only. Deliver to Gaston County Finance, Attn: Debbie Stone-Muller, 128 West Main Ave., Gastonia, NC 28052.