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Table of Contents
1

Cover Letter
3

Qualifications
5

Industry Experience
7

Account Management
9

Supplemental Information
19

Compensation
20

Client References
21

Exhibits
23

Exhibit A – Scope of Services
23

Exhibit B – Sample Certificate of Liability
23

Exhibit C – Commercial Real Estate Brochure
23

Exhibit D – Commercial Real Estate Sample Deliverable – Quarterly Hot Topics
23

Exhibit E – Commercial Real Estate Case Studies
23

Exhibit F – Sample Risk Management Report
23

Exhibit G – Sample Insurance Due Diligence Checklist
23

Exhibit H – Sample CBIZ Insurance Audit Process
23

Exhibit I–Insurance Values - Valuation
23