Third-Party General Liability Claims Administration

Montgomery County, Pennsylvania, is seeking a contractor to provide third-party administration, adjusting, claims handling, reporting, and transition services for county general liability insurance.

Montgomery County


General
Open (open)
26-59
Oct 20, 2026 02:00 PM
Sep 22, 2026 02:30 PM
3 years base + 1 × 2 years option
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Submission Instructions
Online
Submit the proposal through the Montgomery County Procurement Portal., Upload the required response documents as separate documents, including the Cost/Pricing Proposal, Appendix A, and current W-9., Complete the Flat Fee Cost Table online in the browser.
Description

Montgomery County is seeking a third-party administrator for its self-insured general liability claims program. The selected contractor will assume new and existing claims, provide claims investigation, adjusting, reserve management, subrogation, litigation coordination, excess-carrier notifications, claims payments, online claims-management access, monthly and ad hoc reporting, and ongoing support for County personnel and related insurance stakeholders. The contractor must provide experienced client service, claims management, claims specialist, and information technology personnel; support transition activities from the incumbent administrator; maintain secure claims files and disaster-recovery capabilities; provide a claims-management system and online claim submission; and cooperate with a future administrator at contract end. Proposals must include a transition timeline, descriptions of claims processes and security controls, at least two comparable transition examples, at least three substantially similar references, a disaster recovery plan, and a recent computer security audit or comparable security documentation. Annual flat-fee pricing is requested, with an optional per-claim fee structure. The initial term is three years, with possible extensions up to a cumulative five-year term.

Classification Codes
NAICS524291Claims Adjusting
PSCG009Non-Government Insurance Programs
Smart Codes
claims administrationinsurance adjustingrisk management reporting
Specifications
Service Only
Timeline
Sep 22, 2026 02:30 PM-Open Date
Oct 06, 2026 04:00 PM-Questions Due Date
Oct 20, 2026 02:00 PM-Close Date
Requirements
Required
  • Commercial General Liability — $1,000,000.00
  • Commercial General Liability - General Aggregate — $2,000,000.00
  • Commercial General Liability - Products/Completed Operations Aggregate — $2,000,000.00
  • Commercial General Liability - Personal/Advertising Injury — $1,000,000.00
  • Workers Compensation
  • Employers Liability
  • Professional Errors and Omissions Liability — $1,000,000.00
Required
  • Minimum 3 references
  • Client point of contact required for each reference
Yes
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