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North Carolina bid · open for prices

Supplemental Benefits Brokerage and Administration

This bid is for supplemental benefits brokerage and administration for a North Carolina retiree program serving eligible participants throughout the United States.

Due
December 21, 2026
43 days left
Location
North Carolina
Posted on
evp.nc.gov
Notice ID
07-2025-IT011

Please quote supplemental benefits brokerage and administration for a North Carolina retiree program serving approximately 381,000 eligible retirees and benefit recipients throughout the United States.

  • Benefits: Find, negotiate, set up, and manage voluntary dental, vision, life insurance, and identity theft protection benefits.
  • Insurance: Insurance carriers must be A-rated.
  • Administration: Provide an enrollment website accessible 24/7, monthly combined billing, pension deduction checks, direct billing, secure SFTP data transfers, annual printed enrollment mailings, and independent program reviews every two years.
  • Support: Provide live toll-free English and Spanish customer service Monday–Friday, 8 a.m.–5 p.m. Eastern, plus enrollment and claims help.
  • Schedule: Set up during 2027, be ready for enrollment by September 15, 2027, and begin coverage January 1, 2028, with three years of administration and two optional one-year renewals.
  • Experience: Confirm a North Carolina office and at least five years of relevant brokerage experience.

Please confirm availability and send your quote by December 21, 2026.

The original documents

Deadline: December 21, 2026

See the original on evp.nc.gov

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Bidding it yourself? Get the full package and submit on evp.nc.gov before December 21, 2026.

What they need

  • Program sizeApproximately 381,000 eligible retirees and benefit recipients; current enrollment includes approximately 147,919 dental, 127,810 vision, and 31,162 identity protection participants.
  • ScopeSource, negotiate, implement, and administer voluntary dental, vision, life insurance, and identity theft protection benefits; insurance carriers must be A-rated.
  • AdministrationProvide a 24/7 accessible enrollment website, monthly consolidated billing, pension deduction reconciliation, direct billing, secure SFTP data exchanges, and annual printed enrollment mailings.
  • SupportLive toll-free English and Spanish customer service, Monday–Friday, 8 a.m.–5 p.m. Eastern, plus enrollment and claims assistance.
  • ScheduleImplementation during 2027, enrollment readiness by September 15, 2027, and coverage beginning January 1, 2028; three years of administration with two optional one-year renewals.
  • PricingDisclose commissions, administrative fees, participant charges, and funding for all required services, including independent program reviews every two years. Compensation must come from participant payments or carrier/provider arrangements. Please also confirm that you have a North Carolina office and at least five years of relevant brokerage experience.

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