Expert tender writing service for the finance and insurance industry – our strategies to help brokers and fund managers win!
Our team of bid and tender writers, headed by Jason Cooney (ex Aon bid writer), help bridge the gap between complex insurance and finance solutions and winning tender responses. We bring a collective 23 years insurance and finance industry bid writing experience to our service which we leverage on to help you win.
What makes financial and insurance tenders different?
Industry experience is critical to winning professional services tenders, and insurance and finance contracts specifically. Trust, data and integrity are critical as is compliance. Our writers will help you articulate:
- Your claims advocacy capability.
- Key points of difference and win themes.
- Alignment and compliance with regulations.
- Ability to provide tailored solutions that reflect your clients risk appetite.
How our team will help you
Our specialist insurance and finance industry bid and tender writers will help you:
- Write and project manage insurance, funds management and finance tenders (large and small).
- Find insurance and finance industry contract opportunities and decide on which to bid for.
- Review your tender or bid to ensure compliance and tender writing best practice.
- Develop a winning strategy and prepare for a must-win tender or bid.
Our team will help you project manage, as well as write your proposal, RFT or RFP response from start to finish.
The importance on compliance in Australian financial and insurance tenders
In order to win a government or even private sector contract in the Australian finance or insurance industry you need to comply with industry specific regulations. With deep in-house experience with global giants such as Aon, we understand the ‘language of risk’ which Australian procurement teams and evaluators expect. We will help you communicate how you comply with regulations such as:
- 2026 Commonwealth Procurement Rules: We will ensure your tender or submission aligns with the latest requirements (including ethics and SME participation requirements). We will also help you leverage on these if you are an SME.
- APRA’s CPS 230 Operational Risk Management Standards (which you need to have implemented): We will help you demonstrate and evidence how your service (including your risk management plans) integrates the CPS 230 requirements.
- ASIC’s “efficiently, honestly, and fairly’ (EHF) obligations and compliance with them: We will ensure your bid demonstrates compliance with EHF obligations, as well as AFSL obligations around financial advice.
- The Privacy Act – and the need to have robust data security processes in place: We will detail your privacy policies and procedures to ensure your bid is credible.
Our writers will help you turn your robust compliance with requirements into a key win theme to increase your credibility and show you are a ‘safe pair of hands’.
A process to help you win insurance broker tenders and government insurance and finance contracts in 2026
We take a tailored approach to helping you win your bid or tender. The first step in the process, is to identify where you require assistance. For example, some clients have in-house writing capabilities, and need assistance with strategy and response structure. Other clients have limited in-house writing capabilities, but are very strong on strategy and response structure. Alternatively, you may have a strong bid writing capability, but be too busy with constants bids to set up a comprehensive bid library or establish a robust bid/no bid process.
Either way, we will work with you to identify your weaknesses and outline how we can help.
Our track record of helping finance and insurance industry stakeholders win contracts
Financial and insurance tenders are a lucrative opportunity for any applicant and our are experts at turning our clients’ capabilities and experience in to new opportunities. We have helped finance and insurance companies respond to RFPs, RFTs, RFIs and EOIs including:
- Assisting a funds manager create an information memorandum for a wholesale property fund. The fund was focused on industrial property across Australia and was aimed at sophisticated investors. We added value by creating engaging graphics and writing the commentary on the general market as well as potential for each property.
- Writing a multinational bid for a large insurance broker. This was a complex bid for a multinational client with operations across the three continents. The insurance broker needed a consultant to lead the bid and coordinate the different bid teams in each country. There were sensitive political issues to manage at the broker and they engaged us to have strong independent leadership. We project managed the bid from start to finish and provided clarity on key issues.
- We assisted an insurance broker with their appointment as exclusive broker to a large ASX listed company. This was a highly competitive tender response with three of the largest brokers bidding for the work. By going into detail about our clients claims process and providing evidence of efficiency in claims processing we were able to achieve success for our client.
- We assisted ANZ bank with writing a proposal for banking services to a government client. This was a highly competitive bid with substantial potential fees and a long term contract at stake. We assisted with the development of graphics and infographics as well as supporting documentation required to tender to government.
- We assisted an investment bank with a proposal to a government department for the provision of investment banking advice. Our support involved writing, development of win themes and development of graphics. We also brainstormed and project managed the response from start to finish.
We understand the terminology and win themes that need to be incorporated in order to draft successful financial and insurance tenders. We also quickly and effectively communicate with financial services professionals in a professional manner.
For investment banks that are working on proposals and information memorandums, we work closely with all stakeholders to deliver the proposal to a high quality. This includes legal teams – who we are able to work closely with to ensure what we write complies with any regulatory requirements.
Arrange a bid or tender audit
We are always up for a chat. To discuss your tenders, arrange an audit of your current bid, or pick our brains about a new bid or opportunity, contact our team by:
- Calling 0410 448 770 for a complimentary tender discussion with our Director, Jason Cooney
- Emailing info@thetenderteam.com.au with information on what opportunity you are looking to secure.
Innovative strategies to help you win finance and insurance tenders
Visual storytelling: Making complex solutions easy to understand and digest
We add visual themes and styles to your submission to make it more engaging and increase readability. Quality of content is critical, however, graphics and infographics that present the content and your solution in a clear, easy to understand manner is also beneficial.
Procurement personnel read through tens to hundreds of pages for each individual bid. The process is draining. Visual flair helps your bid – and message get attention. We will help you develop graphics and infographics that explain complex insurance or finance solutions in an easy to understand manner and submit a bid that is visually engaging.
A highly tailored written response
Our team of tender writers and bid consultants understand that the procurer (and not our client) is oftentimes the most important person(s) to please. Tailored writing refers to how in close consultation with our client, we set about to structure and convey our responses in a way that applies specifically and directly to the procurer.
Each sentence and paragraph has one goal; convincing the procurer that our tender response is the best one above its competitors. We want you to score well for each and every question. We do our best when we individually tailor a response that is specifically suited not only for procurer as a whole but to the particular tender itself.
Nobody would wish to read obvious and evident uses of ‘copy and paste’ in a tender response from other non-related tender responses, nor an AI generated response. We use the active voice, provide evidence to all claims, and personalise your bid or tender. We will help you write with confidence, address key client pain points, and tailor each question to the specific project or service.
Formatting and proofreading
Badly written tender responses can not only become evident through the lack of detail in the content itself but also through poor formatting and also a lack of proofreading.
Formatting refers to paragraph structure, inconsistent spaces in between text and margin or food and header misuse in the document itself. A practical example of better formatting would be through the use of bullet points to summarise and present information in an easy to digest and clear manner as below;
- Paragraph structure
- Inconsistent spaces
- Margin and/or footer/header misuse
This are critical for fact oriented financial and insurance tenders and make it easier for the procurer to read and understand your bid.
Paragraph structure is also critical. We break down blocks of unedited information into bite-sized paragraphs that are easy to read and scan.
Inconsistent spaces between sections and text, in general, are bad for readability. We ensure spacing and formatting is consistent so the submission is clearly presented. A set template at the start and clear formatting rules are critical for your bid.
Margin and footer/header inconsistencies can also distract from the bigger picture of the content itself. Our tender writers will review your bid for these inconsistencies and rectify them immediately.
A quick guide on how to bid on insurance work
A 5 step guide to bidding on insurance and financial work
- Identify the best opportunities: Use platforms such as AusTender to identify opportunities. Undertake a bid/no bid process to ensure you only bid on opportunities you can win.
- Understand and respond to the evaluation criteria: Areas such as service methodology and claims handling are often crucial. Your response must comprehensively address the evaluation criteria.
- Develop and communicate win themes: Look from the outside in to identify your win-themes. Communicate these by integrating them throughout your bid.
- Write a concise, tailored, on-point executive summary. Address client pain points, introducing your bid and communicate your win themes.
- Conduct a rigorous review: Have you responded to each question comprehensively? Backed up all your claims with evidence? Demonstrated compliance and communicated your win themes?
Client testimonials
We were tendering to Vodafone and it was a an absolutely critical, must-win tender for the firm. We engaged Jason from The Tender Team to assist with the submission. He was excellent. The Tender Team have written many insurance tenders and it shows. They are well organised and are skilled in project managing the bid writing process. They also know how to write well and tailor the response. They have good ideas and worked well with all our internal stakeholders. The feedback from all our internal stakeholders was very positive and we were very happy with the positive outcome.
Doug T | Division Manager – Large Insurance Broker | Australia-wide
The Tender Team were referred to us by a Public Liability Partner in a specialist insurance law firm. I discussed an up-coming bid with them and they provided us a quote. The process was flawless and their writing and advice was on-point. They got onto detail and tailored our bid to the opportunity. They are professional in their communication and easy to work with. They were worth every cent.
I would recommend the tender team to anybody in the insurance industry who wants to win more bids and contracts or is losing tenders and wants to find out why.
Lucy H | Insurance Executive | Melbourne
Helping insurance and finance industry stakeholders across Australia win tenders
Our specialist insurance and finance industry bid, proposal and tender writing service extends across Australia and New Zealand including in:
- Sydney
- Melbourne
- Brisbane
- Cairns
- Perth
- Hobart
- Canberra
- Auckland
We have also helped insurance brokers in regional and rural areas win national contracts including:
- Newcastle
- Bendigo
- Townsville
- Dubbo
We operate across all states and have a track record helping small and medium sized insurance and finance brokers will large contracts.
Government insurance tenders
In addition to helping clients win insurance and finance sector contracts with public clients, we also have strong experience assisting clients to win contracts with the government. We have helped clients write bids and tenders to all levels of government including local, state and federal. This includes helping large government departments such as the ATO, as well as local Councils who engage insurance brokers for insurance brokerage services. We know how to tailor your proposal to the government and how to comply with government bid writing requirements.
An ESG-Driven Market in 2026 and the importance of proving your ‘Social Value’
ESG is now a critical component of any insurance or finance industry bid in Australia. There are now mandatory climate-related financial disclosures, ESP Policy requirements and other factors that are integrated into the weighting criteria (particularly for government bids).
Our team will:
- Help you develop your ESP Policy if required
- Create and put forward measurable carbon reduction targets as part of your bid.
- Put forward diversity metrics and demonstrate your key circular economy and triple bottom line initiatives and contributions.
Assistance with writing AI transparency statements
In 2026, we will continue to see a transition from AI experimentation to Agentic AI. RFPs and RFTs released in the finance and insurance industry are increasingly asking for services and information that integrated Agentic AI components and services. Whether you are bidding to provide an underwriting tool, or some other service, you will generally, as part of your tender, need to:
- Draft an AI transparency statement
- Address core Australian Government AI ethics principles concerns such as algorithmic bias and data lineage
- Provide a detailed methodology on how your solution will be implemented.
Our specialist bid writers will help you win AI related contracts and develop comprehensive transparency statements that increase your credibility in the eyes of the procurement team.
Supply chain and modern day slavery in insurance and finance tenders
As more finance and insurance tenders ask for or involve offshore processing or claim handling, modern slavery is become increasingly more relevant. Whether it’s a third party-party data centre, or offshore claims handling service, you need to detail robust modern slavery processes. This generally involves detailing how you:
- Screen overseas workers
- Pay overseas workers in line with regulations
- Ensure there is no modern slavery in your supply chain
- Undertake audits and have grievance processes in place.
Our writers can help you develop your response and any associated modern slavery statements or processes.
Arrange a free initial consultation and audit | Discuss how we can help you win!
Call The Tender Team now on 0410 448 770 to speak with our expert tender writers about how we can help you win more insurance and finance industry bids in 2026 and beyond. We provide around-the-clock service and fixed fees which are reasonable and in line with the industry.
