UNSPSC 84131904: Fiduciary liability insurance services

Services including brokerage, insurance engineering, certificate portal and claims management in support of Fiduciary Insurance.

UNSPSC 84131904 Fiduciary liability insurance services is a Commodity code that encompasses insurance brokerage, claims administration, and risk management advisory services that state and local governments buy to protect institutional assets, personnel, and operations. Based on recent solicitations, the code covers general liability and property insurance brokerage, teacher liability coverage, Medicare Advantage plan administration, third-party claims services, and specialized consulting for educational and public-sector organizations. Issuing bodies soliciting under this code include school districts (Stockton Unified in California, Clarke County and Hall County in Georgia, Manor and Texas Education Agency selections in Texas), transit authorities (Dallas Area Rapid Transit Authority), universities (University System of Georgia), and public nonprofits (Workforce Solutions Borderplex in Texas). School districts appear as repeat buyers, pursuing both blanket insurance brokerage services and specialized liability programs for teachers and retirees. The mix reflects the breadth of insurance needs across K–12 education, higher education, workforce development, and transit operations.

Geographic activity centers on Texas and Georgia, with additional recent solicitations from California. Representative opportunities include Stockton Unified School District's RFP 262701 (posted July 13, 2026, due August 6, 2026) for a qualified pool of legal service providers across multiple practice areas on an as-needed basis with hourly billing; Clarke County School District's RFP #26-0504 (posted February 7, 2026, due February 27, 2026, with full proposals due May 4, 2026) for property and liability insurance renewal effective July 1, 2026, administered by McNeary Consulting Services with market-assignment process; and Texas Education Agency's RFP 701-26-008 (posted January 30, 2026, due February 25, 2026) for comprehensive teacher liability insurance program design, enrollment, claims administration, and customer support with a five-year contract term and HUB subcontracting requirement. Dallas Area Rapid Transit Authority issued a Blanket Purchase Order (REQ2097588, posted March 26, 2026, due April 21, 2026) for third-party administrator claims services covering bodily injury and property damage claims from commuter rail operations. Hall County, Georgia solicited RFQ/P #47-009 (posted April 30, 2026, due June 4, 2026) for Medicare Advantage plan administration serving approximately 183 retirees, with Aetna as the incumbent. Evaluation criteria across these solicitations emphasize firm and staff qualifications, relevant public-sector experience, understanding of scope, and competitive fee structures; several opportunities require HUB or local disadvantaged-enterprise compliance.