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PAGE 25

Copaken Brooks RFP | Insurance Brokerage and Risk Management Services

Renewal Analysis and Marketing

Establish renewal timeline and goals

Review exposures, values, loss experience and claims

Coordinate all related values, exposures coverage changes to vendors and carriers

Negotiate renewals with respective vendors and carriers

Provide renewal alternatives with coverage and cost impact

Communicate decisions to all vendors and carriers

Process binders, certificates of insurance and automobile identification cards

Claim Advocacy and Management

Summarize claims and loss ratios - The District, semi-annual or annual

Monitor open claims and high cost losses

Summarize claims and loss ratio

Trending analysis (graphs)

Analyze financial impact on the mod based on individual claims or groups of claims

Mod Promulgation (estimate of future Workers' Compensation Experience Modifier)

Review reservation of rights letters