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INDUSTRY EXPERTISE

CARRIER RELATIONSHIPS

SUCCESS STORIES



	Insurance and Risk Management: Due Diligence - Required Data (Merger and AcquisitionTransactions)
P&C Risk Management and Brokering Services - PROCESS P&C Risk Consulting Services Employee & Exec Benefits
	P&C Risk Management and Brokering Services - PROCESS Interview client management team to better understand your business, insurance needs and concerns Risk evaluation and review of existing insurance programs Determine appropriate insurance coverage specifically tailored to client exposures, and their risk appetite/financial condition Analysis of viable risk financing alternatives , including necessary service requirements Market to select carriers Negotiate pricing & provide executive recommendations Finalize market placement; provide audit; follow up through year Monitor large claims and conduct reserve adjustments/TPA review Apply loss source approach toward safety to reduce identified frequency and severity Stewardship and accountability provided through the use of a service plan with timelines for all deliverables

	P&C Risk Consulting Services Aid in brokerage and carrier selection process Provide insurance program bid specifications Forecast losses by line of coverage Assist client in selecting other vendors, such as claims and loss control TPAs Help broker negotiate final pricing with carriers Analyze broker proposal and present recommendations to management

	Employee & Executive Benefits Group plan design Retirement plans Benefits communications Deferred compensation solutions HR and compliance assistance

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