Request for Proposal

Insurance Program Administrator
TXCPA Insurance Trust

The Texas Society of Certified Public Accountants (TXCPA) is soliciting proposals for a qualified affinity partner to market, underwrite and administer an affinity program offered to TXCPA members through the TXCPA Insurance Trust. More than one affinity partner maybe selected to ensure diverse offerings to the members. The initial contract period will be for three (3) years, with an option to renew for an additional two (2) years, depending on negotiated contract terms. Services under the contract will commence on January 1, 2024.

RFP documents:

Inquiries and Proposal Submission.  Questions regarding the TXCPA Insurance Trust and/or the RFP should be submitted in writing via email to the TXCPA contact listed below. Proposals must be submitted electronically via email no later than Friday, April 28, 2023. All questions and proposals should be submitted to:

Edie Cogdell, CPA
Chief Financial Officer
Texas Society of CPAs




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