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Insurance Broker of Record Services

Overview


Financial, Legal, HR & Staffing
Pomona, New York, United StatesPosted: July 21st, 2026Deadline: August 27th, 2026

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SUMMARY


A government authority in Pomona, New York is procuring insurance broker of record services for a three-year term. Services include insurance placement, risk analysis, claims support, and program structuring to optimize coverage and cost.

DESCRIPTION


A government authority located in Pomona, New York is seeking an insurance broker of record to provide ongoing insurance brokerage and advisory services. The selected vendor will be responsible for supporting the agency’s insurance program and helping it secure appropriate coverage while managing costs effectively.

Scope of services includes insurance placement and servicing, risk exposure analysis, general insurance advice, claims assistance, and quarterly claims reporting. The broker is also expected to present options for structuring the agency’s insurance program in a way that maximizes coverage at minimum cost.

Questions regarding the solicitation must be submitted no later than August 14, 2026. The anticipated contract term is three years.

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Frequently asked questions


When is the submission deadline?
Submissions are due August 27, 2026.
Who is a good fit for this opportunity?
  • Licensed insurance brokerage firm with public sector experience
  • Demonstrated expertise in insurance program design and placement
  • Strong capabilities in risk exposure analysis and claims assistance
  • Experience providing quarterly claims reporting and strategic advisory services
  • Ability to serve government entities in New York
  • Proven track record optimizing coverage while controlling premium costs

Analysis generated by Settle AI from the source RFP.

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Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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