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Copaken Brooks RFP | Insurance Brokerage and Risk Management Services
5. Describe in detail your transition plan for taking over brokerage responsibilities on September 30,
2017.
We have a proficient transition plan and have outlined the steps in the process below:
Renewal Timeline
Date
Action
July 26, 2017
CBIZ selected as broker
July 27, 2017
Meet with Copaken Brooks Team to execute Broker of Record letter
Submit Broker of Record to applicable carriers
Obtain current insurance policies
Obtain current loss history
Discuss the customization of CBIZ Service Plan
August 7, 2017
Deliver Insurance Program Audit report
Deliver renewal marketing strategy
Deliver a first draft of CBIZ Service Plan
August 14,2017
Present renewal specifications to Copaken Brooks for approval
Renewal specifications out to prospective carriers
Deliver updated CBIZ Service Plan
August 21-31,2017
Carrier interaction including facilitation inspections by carrier loss control staff
(A Copaken Brooks team will need to be available for any site inspection)
September 11,2017
Receive quotations from carriers
September 15,2017
Present quotation review and recommendations to Copaken Brooks’ team
September 20,2017
Notify carriers of intent to bind coverage
September 22,2017
Prepare certificates of insurance for necessary parties
September 29, 2017
Bind coverage