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PAGE 13

Copaken Brooks RFP | Insurance Brokerage and Risk Management Services

Employee safety resources

Access hundreds of employee-focused resources on a wide range of safety topics to help reinforce your safety

culture and communicate important safety topics. Resources include flyers, newsletters, supervisor safety talks,

posters, videos and more.

Benchmark surveys

See how your programs stack up to similar employers by checking out the benchmark surveys available on the

portal, completed each quarter by thousands of employers across the country.

Workers’ Compensation

Many employers do not fully understand workers’ compensation and that there are actions they can take to

drastically reduce their workers’ comp costs—learn about these important topics with a series of educational

articles. Plus, access a Return to Work program and workers’ comp state statutes to ensure you’re in compliance

with applicable regulations.

8. Provide your that your sample timeline renewal of insurance coverage using a September 30 renewal

date. Describe the activities to be completed at each point along the timeline, including involvement of the

Copaken Brooks Risk Management team members.

Renewal Timeline

The service plan that we will enter into with Copaken Brooks will include the delivery of a risk management report

approximately four (4) months prior to the annual renewal of the September 30

th

program. That report will facilitate

a discussion about the status of:

Copaken Brooks operational risks to potential changes

The current insurance plan structure

Claims experience review

Open claims review

Safety planning

Insurance coverage marketing strategy

Alternative risk transfer technique feasibility

CBIZ service plan effectiveness

It is at this time after delivering this risk management report to your team, that we will develop a unified renewal

strategy and reset the service plan based on Copaken Brooks’ needs.

A sample of this risk management report can

be found in Exhibit F.