REQUEST FOR QUALIFICATIONS - BROKER SERVICES

White County is seeking a qualified employee‑benefits broker to manage, audit, and negotiate its comprehensive benefits program for roughly 272 county employees. The broker will act as an extension of the Human Resources Department, providing strategic planning, annual renewal coordination, claims analysis, compliance support, communication materials, and ongoing administration through a web‑based platform. The contract runs from July 1 2027 to June 30 2028, with the possibility of renewal. Vendors must submit a full qualification packet by Dec 11 2026 and will be evaluated on experience, service approach, staff qualifications, and past performance. • Scope includes audit of contracts/invoices, annual renewal negotiations, benefits design, market analysis, and vendor selection. • Ongoing services: quarterly claims reviews, HIPAA‑compliant employee support, COBRA administration, benefit communications, and annual reporting. • Required deliverables: qualification questionnaire, vendor forms, insurance certificates, and (if applicable) a sealed financial proposal. • No direct contact with insurers is permitted; the broker acts only as an advisor. • Contract term: 1 year (July 2027‑June 2028) with a 180‑day validity period for the submission.