Life & Disability Broker Services

Fulton County, Georgia is requesting proposals for life and disability broker services under RFP with proposals due October 25, 2021, and a pre-bid conference scheduled for October 12, 2021 at 10:00 a.m. via Zoom. A 5% local-vendor preference applies to proposers maintaining a staffed, fixed physical business location within Fulton County for at least one year prior to submission and holding a valid business license; a 2% Service Disabled Veterans preference also applies.

Proposers must be Georgia-licensed brokers with no ownership interest in any life or disability insurance company or provider network. The scope includes soliciting and negotiating coverage proposals from insurance carriers for basic life, supplemental life, AD&D, dependent life, retiree life, long-term disability, and voluntary supplemental products (accident, critical illness, hospital indemnity, short-term disability, whole life insurance, identity theft, and flexible spending accounts) covering approximately 4,600 active employees and 4,400 retired employees and beneficiaries with their eligible dependents. Key personnel must have a minimum of five years' experience providing brokerage services to public or private sector employers with at least 1,000 employees; the project manager must have five years of specific life and disability broker experience. All insurance policies are procured net of commission, with the County paying an annual broker service fee.

The contract runs from 2022 through December 31, 2022, with two optional one-year renewal terms extending through December 31, 2024, each subject to County Board approval and annual appropriations. Evaluation is on a 100-point scale: project plan/approach (15%), key personnel qualifications (20%), relevant project experience/past performance (25%), availability of key personnel (20%), local preference (5%), Service Disabled Veterans preference (2%), and cost proposal (13%). Written questions are due October 18, 2021 at 2:00 p.m. Oral interviews are anticipated for November 1, 2021, with a Board of Commissioners meeting scheduled for December 1, 2021. Proposers must comply with Georgia Security and Immigration Compliance Act requirements, including E-Verify registration.