Planning

Insurance Brokerage

UNIVERSITY OF EXETER

This public procurement record has 1 release in its history.

Planning

28 Jan 2026 at 17:00

UK2 - Preliminary Market Engagement Notice
Summary of the contracting process

The University of Exeter has initiated a procurement process for Insurance Brokerage Services. This tender, currently at the planning stage, is aimed at supporting the university's activities, including those at FX Plus and Falmouth University. The tender is set in the region of UKK4 in the United Kingdom, with an expected contract period beginning on 30 April 2026. The procurement involves splitting the insurance portfolio into lots to ensure value for money, efficient routes to market, and service provision with minimal third-party involvement. Interested parties are encouraged to partake in the consultation phase, with a deadline for engagement scheduled for 10 February 2026. Future notices are expected by 2 March 2026.

This tender presents significant growth opportunities for insurance brokerage firms experienced in the higher education sector. It is ideally suited for SMEs capable of delivering comprehensive brokerage services, including material damage, liability, and specialised policies like clinical trials and cyber terrorism. With an estimated gross value of £84,000, the procurement process also provides prospective suppliers with the chance to influence requirements and evaluation criteria through early engagement. By meeting the university's needs for market competence and efficiency, businesses can enhance their reputation and expand their market footprint in the academic sector.

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Notice Information

Notice Title

Insurance Brokerage

Notice Description

The University of Exeter are looking to procure Insurance Broker Services for the entities of the University of Exeter, FX Plus (joint venture to support University of Exeter activities, staff and student on Falmouth University campus), and Falmouth University. The three entities remain separated, but are tendered together due to the interest of the University of Exeter to support its staff and students sharing the campus in Falmouth. The university is looking to achieve 1) value for money, 2) the shortest route to market to enable faster query resolution and service provision, 3) a competent and HE experienced broker with broad access to the market The insurance policies that will make up the portfolio are listed below. To achieve part 2 noted above, the portfolio may be split into lots to avoid third parties in addition to the successful broker forming part of the route to market. This preliminary market engagement process will identify the structure of any lots to be tendered. Broker services required for the following policies across the three entities: Material Damage & Business Interruption Combined Liability Computer Fine Art Personal Accident & Travel Professional Indemnity (note that a bespoke Higher Eduction policy for research institutions may be advantageous) Management Liability - D&O & Entity Clinical Trials, Medical Malpractice & Medical Products Liability Marine Goods in Transit Special Contingency Marine - Boat Insurance Pension Trustee Liability Cyber Terrorism Motor Fleet Engineering Inspection & Insurance Contractors Plant Crime Personal Accident & Travel As a valued potential supplier, we would appreciate your input to help us shape our procurement approach and ensure that our requirements and evaluation criteria are clear, realistic and aligned with current market capabilities.

Planning Information

https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=102261&TID=100107481&B=

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-061155
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/007764-2026
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
UK2 - Preliminary Market Engagement Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66510000 - Insurance services

66518100 - Insurance brokerage services

66518200 - Insurance agency services

Notice Value(s)

Tender Value
£70,000 Under £100K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
28 Jan 20263 weeks ago
Submission Deadline
Not specified
Future Notice Date
2 Mar 20261 weeks to go
Award Date
Not specified
Contract Period
30 Apr 2026 - 30 Apr 2029 3-4 years
Recurrence
Not specified

Notice Status

Tender Status
Planning
Lots Status
Planning
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
UNIVERSITY OF EXETER
Contact Name
Jo Tudor
Contact Email
j.i.tudor@exeter.ac.uk
Contact Phone
+44 1392723333

Buyer Location

Locality
EXETER
Postcode
EX4 4QH
Post Town
Exeter
Country
England
Major Region (ITL 1)
TLK South West (England)
Basic Region (ITL 2)
TLK4 Devon
Small Region (ITL 3)
TLK43 Devon CC
Delivery Location
TLK4 Devon
Local Authority
Exeter
Electoral Ward
Duryard and St James
Westminster Constituency
Exeter

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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