RFQ# 201807-413 Insurance Broker (Property & Liability)
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RFQ# 201807-413 Insurance Broker (Property & Liability)
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TANEY COUNTY REQUEST FOR
QUALIFICATIONS AWARD
INFORMATION FORM
RFQ DATE; Wednesday August 22, 2018
RFQ FOR; Insurance Broker (Property & Liability.)
RFQ NUMBER; 201807-413
Responding Insurance Firms
Ollis, Akers & Arney Insurance Branson, Missouri
Connell Insurance, Inc. Branson, Missouri
J.W. Terrill / a Marsh & McLennan Agency St. Louis, Missouri
Wednesday August 22, 2018: Sealed responses received from the above listed Insurance Firms
to our Request for Qualifications, asking for an Insurance Agent of Record, were opened by me in
the presence of the Taney County HR director, Ruth Denham and Taney County Benefits
Coordinator Dawn Muller. We each took a copy of each response for a separate and thorough
review agreeing to meet later to discuss our findings. An agenda request was made, and
approved, to deliver a formal recommendation for award to the Taney County Commission on
Monday September 10, 2018.
Monday September 10, 2018: After a complete and thorough review, of the above responses by
all of us as listed above, we found two of the three firms offering responses in total compliance
with each item as asked for in the RFQ. Of those two Ollis, Akers & Arney, who is currently in
place as the Taney County AOR, offered more thorough and detailed responses. Connell
Insurance offered less detailed responses; however, due to extensive experience working with
Missouri Counties and tax districts, also an added option for more structured employee training,
we recommended Connell Insurance of Branson, Missouri for award of this RFQ. The Taney
County Commission then tabled their decision pending further interviews by them of both
companies. A new agenda item to award was set for Monday September 17, 2018.
Monday September 17, 2018: Subsequent to completed interviews, as mentioned above, the
Taney County Commission voted unanimously to award to Connell Insurance of Branson,
Missouri to be the Agent of Record for Property & Liability Insurance needs for Taney County.
Any subsequent Agreement will come from Connell in “draft” form, and will include any / all
stipulations they have offered in their signed RFQ response as well as an initial term of one year
with two renewal options of one year each.
Thank you.
Ron Erickson,
Director of Purchasing
Taney County Missouri
September 17, 2018
RFQ# 201807-413 Insurance Broker (Property & Liability)
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