When is the submission deadline?

Submissions are due August 26, 2026. Questions must be submitted by August 12, 2026.

It was issued by Sacramento Regional Transit District. The work is located in Sacramento, California, United States.

Who is a good fit for this opportunity?

Licensed insurance brokerage firm with public sector experience. Strong background in property, casualty, and risk management programs. Experience supporting large or complex insurance portfolios. Capability to provide claims assistance and loss control advisory services. Proven expertise in renewal marketing, market analysis, and coverage strategy. Ability to deliver certificate issuance and automated certificate tracking solutions. Capacity to support a five-year engagement with regular reporting and renewal deadlines.

Insurance Broker Services (Due August 26, 2026)

Overview

Financial, Legal, HR & Staffing

Sacramento, California, United StatesPosted: July 9th, 2026Deadline: August 26th, 2026

Settle Signals

Market intelligence for public sector sales teams

RFP Hunter shows what is open. Settle shows what is forming.

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.

Learn more about Settle

SUMMARY

A Sacramento government authority is soliciting insurance broker services for a five-year term. The work includes insurance program management, market analysis, renewals, claims support, risk control, and certificate tracking.

KEY REQUIREMENTS

Minimum of 5 years' experience in broker/risk services for public entities in California
Contract manager and assigned broker staff must have 5 years' experience as licensed brokers
Must provide proof of brokers' license to do business in the State of California as a property and casualty broker
Must not solicit or accept any commissions or additional compensation for services within the scope of the contract
Must provide at least two recent client reference check contacts
Must be able to provide insurance certificates on an as-needed basis
Must maintain records of all subcontracts entered into with certified SBE and/or LBE subcontractors

CONTRACT DURATION

60 months

TIMELINE

July 8th, 2026: Release RFP

August 12th, 2026: Deadline for Receipt of Questions

August 21st, 2026: Deadline for Issuance of Addenda and Responses to Questions

August 26th, 2026: Deadline for Receipt of Proposals

September 2026: Oral Presentations

October 2026: Contract Negotiations

November 2026: Award Contract

QUESTION DEADLINE

August 12th, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

See Decision-Maker Contacts

Issuing Agency

Sacramento Regional Transit District

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

A government authority in Sacramento, California is seeking a qualified vendor to provide insurance broker services under a five-year contract. The selected firm will be responsible for developing and implementing a service plan to manage the insurance program, supporting claims administration, and helping implement risk control strategies. The broker will also provide quarterly loss experience reports across all coverages and advise on insurance industry developments, including alternative insurance programs and coverage strategies.

The scope of services includes preparing annual market analyses and forecasts by insurance line for each renewal term, assisting with the establishment of insurable values for real and personal property, and reviewing current safety and loss control activities while supporting the development of new programs. The selected broker will also assist with risk identification, evaluate risk financing alternatives, analyze loss data, and perform customary brokerage functions not otherwise specified.

Additional deliverables include providing renewal quotes no later than 60 days before policy expiration, a summary of the insurance portfolio within 30 days after renewal, and accurate insurance policies within 90 days after renewal. The broker must also issue insurance certificates as needed and provide automated solutions for managing and tracking certificates. Questions are due by August 12, 2026.

Similar RFPs

Frequently asked questions

When is the submission deadline?: Submissions are due August 26, 2026. Questions must be submitted by August 12, 2026.
Who issued this RFP?: It was issued by Sacramento Regional Transit District. The work is located in Sacramento, California, United States.
Who is a good fit for this opportunity?: Licensed insurance brokerage firm with public sector experience
Strong background in property, casualty, and risk management programs
Experience supporting large or complex insurance portfolios
Capability to provide claims assistance and loss control advisory services
Proven expertise in renewal marketing, market analysis, and coverage strategy
Ability to deliver certificate issuance and automated certificate tracking solutions
Capacity to support a five-year engagement with regular reporting and renewal deadlines

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

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.

See how Settle works