Insurance Brokerage Services
Closed State & local contract opportunity
- Solicitation number
- BC-2026-019
- State
- Florida
- Responses due
Opportunity facts
- Jurisdiction
- Point of contact
-
- Melanie Hooley hooleym@leoncountyfl.gov (850) 606-1600
Opportunity details come from procurement.opengov.com. Updated .
About this opportunity
Leon County Government in Florida is requesting proposals for comprehensive insurance brokerage and risk management services under RFP BC-2026-019, with proposals due August 6, 2026 at 2:00 p.m., and a questions deadline of July 16, 2026 at 4:00 p.m. A 5-point local preference applies to firms with home offices in Leon, Gadsden, Wakulla, or Jefferson County.
The scope encompasses marketing and placement of insurance coverage, claims administration and management, policyholder services, and ancillary specialty coverage, excluding the County's employee health insurance program. Proposers must obtain mandatory quotes from Zurich for property coverage and Travelers for general liability, plus additional A.M. Best A+ XV rated carriers. The selected broker shall not market coverages or contact insurers without prior Broker of Record authorization; failure to comply results in disqualification. The County reserves the right to procure any line of insurance outside the broker agreement without affecting broker compensation.
The County seeks a multi-year, flat-fee brokerage services agreement with an initial term of two and one-half years and options for up to three additional one-year renewal periods; all compensation terms must be fully disclosed in the proposal and incorporated without modification. Any commissions directly attributable to County coverage placement shall be credited against fees owed, with excess amounts remitted to the County. Contingent compensation, profit-sharing, or overrides based on overall volume or performance not specific to the County's account need not be credited.
Evaluation criteria are firm qualifications and experience (15 points), team and key personnel (20 points), approach and understanding of scope (30 points), agency cost with lowest proposer receiving 30 points on a pro-rata basis, and local preference (5 points maximum). Proposals must include resumes of account team members, references for at least five similar accounts, evidence of current Zurich and Travelers relationships, E&O insurance documentation, and certifications regarding drug-free workplace status, debarment, equal opportunity, immigration compliance, and non-participation in Israel boycotts or business in sanctioned countries.
Opportunity text
Leon County Government ("County") is soliciting proposals from qualified firms to provide comprehensive insurance brokerage and risk management services. Proposers are requested to submit a written proposal detailing their qualifications, experience, resources, and approach to servicing the County's insurance and risk management needs.
The County seeks a highly qualified broker capable of providing proactive account management, strategic risk management guidance, insurance market expertise, and responsive service. The selected firm will be expected to meet high performance standards throughout the term of the agreement.
Time is of the essence. The County intends to proceed expeditiously through the procurement process, and the selected firm shall be expected to do the same throughout the term of service.
This is a conceptual proposal. Insurance coverages shall not be marketed, and no insurers may be contacted, approached, or reserved with respect to County coverage unless and until Broker of Record authorization is issued by the County. Failure to comply with this requirement may result in disqualification.
The County reserves the right to procure any line of insurance coverage outside of the broker services agreement without affecting the broker's compensation under the agreement. The selected broker shall not be responsible for the County's employee health insurance program.
The County seeks a multi-year, flat-fee brokerage services agreement. All compensation terms shall be fully disclosed in the proposal submission and shall be incorporated into the resulting agreement without modification.
In the event the Broker receives any commission payments directly attributable to the placement or procurement of insurance coverage for the County, such commissions shall be credited against the fees owed under the agreement. Any commission amounts in excess of the fees owed shall be promptly remitted to the County.
The Broker, its parent company, subsidiaries, and affiliated entities may receive contingent compensation, profit-sharing payments, overrides, allowances, or similar compensation from insurers based on factors not specific to the County's account, including but not limited to overall volume, growth, retention, profitability, or performance of business placed with an insurer. Such contingent compensation shall not be considered commissions attributable to the County's account and shall not be credited against or remitted to the County.
The Broker shall fully disclose all commissions, fees, incentives, contingent compensation, profit-sharing arrangements, and any other compensation received in connection with insurance placements for the County upon submission of the proposal.
This Request for Proposals (RFP) establishes the full scope of services, performance expectations, and evaluation criteria and shall serve as the basis for award without negotiation. The County will award a contract based solely on the requirements and pricing submitted in response to this RFP.
Files
| File | Type | Posted |
|---|---|---|
| Insurance_Brokerage_Services.pdf | ||
| Agreement.docx | DOCX document | |
| Proposal_Response_Cover_Sheet_with_Signature_.docx | DOCX document | |
| Additional_Forms_for_Solicitation.pdf | ||
| Standard_MWBE_Forms.pdf | ||
| Forms_for_Solicitation(withoutTeam_Summary)_10.2025.pdf |
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