EXHIBIT A

CLIENT SERVICES & COMPENSATION REQUIREMENTS

Delaware County Insurance Brokerage Services

This Client Services Agreement (“Agreement”) will be executed between Delaware County Board of Commissioners (“County”) and the selected insurance broker (“Broker”) following completion of the Request for Proposals (RFP) process.

The provisions below establish the minimum services expectations and compensation disclosures required of the selected Broker.

1. Lines of Insurance Coverage

The Broker shall serve as Broker of Record for Delaware County for the following lines of insurance coverage, unless otherwise determined by the County:

  • Property Insurance
  • Commercial Automobile
  • General Liability
  • Law Enforcement Liability
  • Public Officials Liability/ Errors & Omissions
  • Umbrella/ Excess Liability
  • Workers’ Compensation
  • Cyber Liability
  • Crime/ Fidelity
  • Any additional insurance coverage placed on behalf of the County

2. Required Brokerage Services

The Broker shall provide professional insurance brokerage and risk management services including, but not limited to, the following:

Risk Management Services

  • Conduct meetings with County representatives to understand risk management objectives.
  • Perform risk identification and exposure analysis
    • Asset Inventory and Risk Assessment
      • Conduct the comprehensive asset inventory and risk assessment required by Section V of the RFP.
      • Identify uninsured, underinsured, incorrectly classified, or unnecessarily insured assets and exposures.
      • Evaluate property values and make recommendations concerning replacement cost, actual cash value, scheduled property, inland marine, business personal property, equipment, and business income/extra expense.