Request for Proposal (RFP) for Insurance Broker Services

Lowcountry Montessori School seeks a qualified insurance broker to deliver comprehensive insurance brokerage services for the school. The broker will assess the school's insurance needs, provide expert recommendations, obtain and compare quotes from multiple carriers, assist with policy selection, and offer ongoing support to ensure compliance with applicable laws and risk management requirements. • Conduct a full needs assessment for the school's various risk exposures • Develop a set of insurance recommendations and obtain competitive quotes • Compare options, advise on carrier selection, and support policy implementation • Provide continuous compliance monitoring and post‑policy support throughout the contract term