Attachment_C__Excess_Liability_Questionnaire_and_Market_Survey.docx

DOCX document 24 KB Posted

Attached to
Excess Liability Insurance
Solicitation number
2024-316
Issued by
Collin County, Texas

About this file

This document is an Excess Liability Questionnaire and Market Survey for Collin County, Texas, issued by the Collin County Purchasing Department. The county is seeking proposals for excess liability insurance coverage for a three-year contract, with options to extend for two additional one-year periods. The solicitation covers multiple insurance lines including commercial crime, professional liability, public officials errors & omissions, employment practices, employee benefits administration, law enforcement liability, and pollution coverage. Proposals are requested for specific coverage levels with self-insured retentions (SIR) of $1,000,000 and $2,000,000, ranging from $3,000,000 to $5,000,000 in coverage. The response deadline is August 7, 2024, at 5:00 p.m., with submissions to be sent electronically to Purchasing@co.collin.tx.us or via physical mail to the Collin County Purchasing office in McKinney, Texas.

The questionnaire requires detailed information from insurance agencies, including annual commission/fee revenues, business retention percentages, public entity client portfolios, agency resources, service descriptions, and top insurance markets. Respondents must list up to five insurance carriers in order of preference, providing details on annual premium volumes and relationship lengths. The county currently maintains a self-insured general liability insurance approach as of October 1, 2022, and is now seeking excess liability coverage to supplement its existing insurance strategy. The comprehensive questionnaire is designed to thoroughly evaluate potential insurance providers' capabilities, experience with public entities, and capacity to meet Collin County's specific insurance requirements.

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Text version

ATTACHMENT C:

COLLIN COUNTY EXCESS LIABILITY QUESTIONNAIRE AND MARKET SURVEY

Collin County Liability Insurance Questionnaire and Market Survey

Complete and return this form no later than August 7, 2024 at 5:00 p.m., to

Purchasing@co.collin.tx.us Collin County Purchasing 2300 Bloomdale Rd #3160 McKinney, TX 75071 Phone: 972-548-4165 (McKinney) 972-424-1460 (Metro)

Agency:

Office Head:

Address:
City, State, Zip:

Date founded:

Number of Local Employees:

Phone:

Fax:
Toll Free Number:
Contact Person:
Contact Person Phone Number:

E-mail address:

Website:

In-house Services Representative:

Claims Representative:

Service Representative:

Loss Control Representative:

Account ExecutiveBack-Up Executive
Name:

Direct Phone:

Mobile Phone:

E-mail Address:

Designations:

Years with firm:

Years of Insurance Experience- Government Entities:

1. Approximate P&C commission/fee revenue by year for the last 3 years:

a. 2023 - $ _____________

b. 2022 - $ _____________

c. 2021 - $ _____________

2. Business Retention Percentage overall by year for the last 3 years:

a. 2023 - $ _____________

b. 2022 - $ _____________

c. 2021 - $ _____________

3. Percentage of your business in Public Entity: ______%

4. Number of Public Entity clients and commission/fee by year for the last 3 years:

a. 2023 - $ _____________

b. 2022 - $ _____________

c. 2021 - $ _____________

5. Agency Resources Available – locally/nationally and the number of employees working in that specialty and their years of experience:

Specialty
# of Employees
Cumulative Years of Experience

Excess Liability

Claims Consultants

Loss Control Consultants

6. Please provide a description of the services you provide to clients.

7. Please list any additional services your firm can provide including loss prevention and training opportunities.

8. Top 10 Markets – 2023 Premium Volume Annual

Market
Premium Volume

9. Market Selections- in order of preference: (total premium by line for the local office)

DO NOT CONTACT OR BLOCK A MARKET UNTIL A WRITTEN ASSIGNMENT HAS BEEN ISSUED BY COLLIN COUNTY. List up to a maximum of five (5) insurance carriers, by line of coverage, in ranked preference to provide the coverage you would propose. Additionally, you must show the average annual premium dollars for the past three years and the length of the relationship your firm has with each insurance carrier.

Excess Liability

Market (parent company)
Annual Prem. Vol.
Length of Relationship

File details come from the government source that posted it. Updated .