Insurance and Related Services 3

1/8/2019 -Update– We currently offer the Insurance Services 2 (RM3731) for insurance and related services, brokerage and related services and claims handling and related services. This framework has been extended up to 29 February 2020.

If your insurance renewal is 1 April 2020 then as long as a call off agreement is signed and orders placed prior to 29 February 2020 then this framework may be used. You cannot use RM3731 after 29 February 2020.


This Insurance and Related Services 3 (IS3) framework will follow a similar approach but will includes lots for brokerage and related services, as well as claims handling and related services.

The framework agreement lotting structure is likely to be:

  • lot 1 – brokerage and related services
  • lot 2 – claims handling and related services.

Currently, insurance and related services features under lot 1 on the IS2 model. This new framework will introduce the flexibility of a Dynamic Purchasing System (DPS) for suppliers of insurance and related services. The DPS will be accessible to brokers awarded to lot 1 of this framework as the preferred route. This framework, combined with the future DPS (RM6138)  constitutes the IS3 model.

Market and supplier engagement

A Prior Information Notice (PIN) has been published.

A webinar was held in September 2018 (see the ‘Moving forward with IS3’ in the documents section) which prompted good discussions around the options we proposed.

If you are interested in discussing this further please email.

We also welcome feedback from public sector organisations, who are users of these services, in order to:

  • bring experience and knowledge to shape the new framework
  • help identify where we can learn from past experiences
  • maximise commercial benefits through a robust specification of requirements
  • improve the ability to identify and include innovative products and solutions
  • Act as evaluators when bids have been received

If you would like to provide feedback please email:

Important links

Prior Information Notice (PIN) Read PIN
Contract Notice in OJEU Read Contract notice
Download tender documents Download documents


Activity Estimated dates
Pre-market engagement 2018 – ongoing
Drafting procurement documents Up to OJEU notice
Publication of OJEU September 2019
Framework award End November 2019


RM6020 Core terms

RM6020 Webinar Sept 2018