Insurance Brokerage Service

Rowan County, North Carolina is seeking proposals for an insurance brokerage services contract to support their employee benefits program. The county is soliciting qualified brokers to strategically plan, design, and negotiate comprehensive employee benefit coverage for approximately 900 full-time employees. The Request for Proposals (RFP #2025-015) requires vendors to provide brokerage services for medical, dental, vision, basic life, and voluntary benefits, with a focus on annual benefit renewals, contract negotiations, provider performance monitoring, and employee communications. Key proposal requirements include demonstrating organizational structure, licensing credentials, client references, service capabilities, and compensation structure. The evaluation criteria will assess proposed service plans, previous work experience, qualifications of key personnel, and submitted forms. Critical procurement dates include a November 19, 2024 issue date, a December 11, 2024 deadline for written questions, and a January 6, 2025 proposal submission deadline at 10:00 AM ET. Potential interviews are scheduled for the week of January 6, 2025, with an anticipated contract award date of January 21, 2025.

The procurement appears to have no specific set-aside designations or restrictions on respondent types. The current insurance broker, in place since 2010, receives $2.50 per covered employee monthly and provides additional services including flexible spending account administration, ACA reporting software, and enrollment services through Selerix. Rowan County maintains a self-funded health plan with integrated pharmacy benefits and fully insured dental coverage, covering 900 benefit-eligible employees and 57 retirees. The county currently uses Munis/Tyler Technologies for payroll and is planning to transition to perpetual online enrollment in the upcoming fiscal year. While specific budget ranges are not explicitly stated, the comprehensive nature of services and the county's size suggest a substantial contract value. The county has adopted a policy of conducting this RFP process every five years, indicating a potential long-term partnership with the selected insurance brokerage firm.