Insurance Brokerage and Risk Management Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
August 17, 2026: Issue Request for Proposal
September 10th, 2026: Deadline for Questions
September 14th, 2026: Final Addendum Issued
September 21st, 2026: Proposals Due
October 30th, 2026: Notice of Intent to Award Issued
November 18th, 2026: Board of Director Review
November 19th, 2026: Award Agreement
January 8th, 2027: Start of Contract
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Sonoma-Marin Area Rail Transit District
DESCRIPTION
The government authority in Petaluma, California is seeking a qualified vendor to provide full-service insurance brokerage and risk management services. The scope includes brokerage, advisory, consultation, and support services for the administration, renewal, procurement of new policies, and adjustment of existing agency insurance policies.
The selected provider will recommend and facilitate adjustments to the agency’s overall insurance program and risk profile, advise on insurance-related policies and procedures, and advocate for and assist the agency with claims filed under assigned insurance programs. Services will also include reviewing third-party damage claims with the agency and its attorneys, along with other insurance brokerage and risk management services requested by the agency.
The contract period will be three years. Questions must be submitted no later than September 10, 2026, and proposals are due September 21, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due September 21, 2026. Questions must be submitted by September 10, 2026.
- Who issued this RFP?
- It was issued by Sonoma-Marin Area Rail Transit District. The work is located in California, United States; Petaluma, California, United States.
- Who is a good fit for this opportunity?
- Licensed insurance brokerage with public-sector or governmental agency experience
- Demonstrated expertise in insurance program administration, renewals, and risk assessment
- Strong claims advocacy and third-party damage claim review capabilities
- Experience advising organizations on insurance policies, procedures, and risk profiles
- Established capacity to provide comprehensive three-year brokerage and consulting support
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.