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Montgomery County OH·Ohio

Consultant/Insurance Broker Services

Closes 8/6/2025$200k – $1MRequest for Proposal
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Description

Montgomery County, Ohio is seeking a consultant/insurance broker to provide a full range of brokerage and risk management services. The successful respondent will be required to enter into a two-year agreement, with the option to extend for up to three additional one-year terms. The consultant/insurance broker will provide services including marketing and placement of insurance coverages, bonds, and consulting on coverage issues and self-insurance operations. The county prefers a flat annual fee in lieu of commissions. Key responsibilities include providing broker services, acting as an insurance and risk management advisor, and conducting annual in-person stewardship meetings. The consultant/insurance broker will also be required to provide a certificate of errors and omissions coverage with limits of $10,000,000 and an A.M. Best rating of no less than A: VII. • The consultant/insurance broker will provide a full range of brokerage and risk management services • The agreement will be for two years, with the option to extend for up to three additional one-year terms • The consultant/insurance broker will provide a certificate of errors and omissions coverage with limits of $10,000,000 and an A.M. Best rating of no less than A: VII • The county prefers a flat annual fee in lieu of commissions • The consultant/insurance broker will provide services including marketing and placement of insurance coverages, bonds, and consulting on coverage issues and self-insurance operations

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Jessica Shirley(Purchasing Department Contact)

[email protected]

(937) 225-5401

Key dates

Opened
7/11/2025
Questions due
7/23/2025
Closes
8/6/2025
Duration
2 years

Last updated

Details

Type
Request for Proposal
Industry
Insurance
NAICS
524210
Solicitation №
PP-2025-0050

Budget estimate

$200,000 – $1,000,000

The budget for this contract is likely to be in the range of $200,000 to $500,000 per year, based on the scope of work and the preference for a flat annual fee in lieu of commissions. The total budget for the two-year agreement could be around $400,000 to $1,000,000, with the option to extend for up to three additional one-year terms. The actual budget will depend on the proposal submitted by the successful respondent and the negotiations with the county. Factors that may influence the likely payment range include the level of expertise and experience of the consultant/insurance broker, the complexity of the risk management services required, and the level of competition for the contract.

AI estimate from the solicitation

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