Description
Gaston County is seeking a qualified insurance brokerage firm to provide comprehensive property and casualty brokerage, risk‑management consulting, loss‑control, claims advocacy, and ongoing customer service for the County’s diverse insurance portfolio. The broker will develop underwriting information, market and place coverage, manage renewals, monitor insurer performance, and serve as the primary liaison between the County and insurers. Additional responsibilities include loss‑control inspections, claims support, risk‑financing analysis, and contract‑related insurance review. The contract will be a fixed‑price, three‑year term with two optional one‑year renewals, and the County expects an annual fixed fee covering all labor, travel, and administrative costs.
• Scope: full‑service insurance brokerage for property, casualty, specialty, excess and related lines
• Deliverables: underwriting specs, placement, policy administration, renewal timelines, loss‑control reports, claims advocacy, risk‑management consulting, monthly invoicing, digital policy delivery
• Timeline: Questions due Nov 9 2026; Proposals due Dec 14 2026 2 PM ET; Award Jan 2027; Service start July 1 2027
• Contract: 3‑year base term, two 1‑year renewal options, fixed annual fee (no commission‑based compensation)
• Evaluation: weighted criteria (experience 20 %, technical approach 25 %, loss‑control 20 %, customer service 20 %, cost 15 %)
• Mandatory submission: 1 original + 7 copies, sealed, mailed or hand‑delivered to Gaston County Finance, 128 West Main Ave., Gastonia, NC 28052.