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Document
052-24 PR Beverages.pdf
Year Created: 2025
DOCUMENT
RFP - Professional Broker Consultant Services, 2017
- YEAR CREATED: 2017
The document is a solicitation document for professional broker/agent services. It includes various sections that outline the requirements and expectations for the services to be provided.
The document starts by requesting a description of the approach to claims management and the services to be provided. This includes assisting in claim audits and file reviews, analyzing and improving claims management programs, and actively managing open claims for timely and cost-effective closure. The document also asks for information on the number of accounts and claims each claims person serves on average.
The next section focuses on quality control and asks for details on how accuracy and timely delivery of various insurance-related documents will be ensured. It also asks for information on how the organization monitors insurer market quality and solvency.
The document then requests information on other insurance/risk management related services, such as providing an analysis of data to obtain favorable insurance rates and determining limits and retention levels for clients.
The document also asks for copies of applicable certifications or licenses, and inquires about any fines, punishments, license suspensions, or cancellations by state insurance departments. It also asks if the organization represents more than one insurance agency/broker company and requests a list of companies represented.
The document further asks for information on any active or pending lawsuits, litigation, fines, penalties, or sanctions against the insurance agency/broker in the previous three years.
The next section focuses on staff qualifications and requests an organizational chart, resumes of key personnel, and information on their experience and qualifications. It also asks for a breakdown of the role each person will play on the project.
The document then requests details on the proposed fee structure and any fee options, encouraging alternative methods of compensation and billing that result in cost savings.
Lastly, the document asks for five references of projects similar to this one, with two of them being government or affordable housing clients.
Overall, the document provides a comprehensive outline of the requirements and expectations for professional broker/agent services, covering claims management, quality control, staff qualifications, fees, and references.