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Brokerage Services for Insurance and Employee Benefits
Further expansion has also been made to the DRP-BCP process which includes:
• An Alert notification system to communicate to staff on status of a site incident/disaster.
• Standardized response and recovery checklists.
Expanded business risk /department level recovery templates to capture departmental level critical procedures.
• Communication procedures, preventative steps, team assignments, and loss
strategies/methodologies are defined in the plan framework.
The Team
Accomplishments and Differentiating Factors (Question 13, 14, & 27)
We are a National employee benefits firm which specializes in finding the best way to maximize every benefit dollar
spent. Our platform begins with the foundation of a mutually agreed upon month-by-month timeline of consulting
and servicing activities coupled with an annually updated three-year benefits strategy (see examples in the
appendix). The month-by-month activities will include, but not be limited to:
Bi-Weekly calls with our Service Management team to discuss ongoing and closed service functions
o
Our service team is unique in structure through specialization:
Monthly financial reporting through our Actuarial and Financial team headed by Fred and Marion Schremp
o
Our team incorporates the Verisk and Navigator MD platforms for Data analytics, benchmarking,
forecasting, and wellness strategy
o
Predictive modeling 12, 24, 36, and 60 Months
Account
Executive
Service
Team for
Employee-
Level
Support
Account
Manager
Enrollment
Specialist