Montana State Auditor's Office

The buyer is seeking a contractor to provide insurance financial examination services. The services include conducting financial examinations of insurance companies, assessing compliance with state regulations, and preparing detailed reports. The contract period is from July 1, 2025 to June 30, 2032.

• 2/28/2025 - RFP Open Date
• 4/16/2025 - Proposal Due Date
• 7/1/2025 - Contract Start Date
• 6/30/2032 - Contract End Date

• Provide financial examination services for insurance companies
• Review and analyze insurance company financial statements
• Assess compliance with state insurance regulations
• Conduct on-site examinations of insurance company operations
• Prepare detailed examination reports
• Identify and report on potential solvency issues
• Evaluate insurance company risk management practices
• Analyze insurance company investments and reserves
• Review corporate governance and internal control systems
• Provide recommendations for regulatory action if necessary