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Brokerage Services for Insurance and Employee Benefits
Table of Contents
Company Overview....................................................................................................................................................................................4 General Information (Questions 1 – 2, & 13).........................................................................................................................................4 Financial, Mission, and Value Statement (Questions 3 - 5) ...................................................................................................................5 Sarbanes-Oxley (Question 6) .................................................................................................................................................................6 Errors & Ommissions Insurance (Questions 7 - 9) .................................................................................................................................6 HIPAA Secure Environment (Question 10 & 15) ....................................................................................................................................7 Philanthropy, Diversity, and Sustainability Initiatives (Questions 11 & 12)...........................................................................................7 Business Continuity Plan (Question 14) .................................................................................................................................................8 Accomplishments and Differentiating Factors (Question 13, 14, & 27) ................................................................................................9 Key Personel....................................................................................................................................................................................11 Organizational Chart .......................................................................................................................................................................12 Experience and References (Questions 15 – 17)................................................................................................................................ 14 Brokerage and Consulting Services ...................................................................................................................................................... 14 Overview of Benefits Administration (Question 18)............................................................................................................................14 Bradley Arant Boult Cummings Transition (Question 19) ...............................................................................................................17 Carrier Relationships (Question 20).....................................................................................................................................................18 Carrier / Vendor Performance & Exchange Evaluation (Question 21 & 22) ...................................................................................19 Day-To-Day Service (Question 23 & 24)...............................................................................................................................................20 Reporting and Analytics (Question 25 ) ...............................................................................................................................................20 Subject Matter Expertise ....................................................................................................................................................................... 21 Subject Matter Experts (Question 28) .................................................................................................................................................21 Communication Strategies (Question 29)............................................................................................................................................22 HR Services and Trends (Questions 30) ...............................................................................................................................................23 Compensation Consulting (Question 31) .............................................................................................................................................24 Compliance (Questions 32, 33, & 35) ..................................................................................................................................................25 Wellness (Question 34)........................................................................................................................................................................27 Additional Services and Expertise......................................................................................................................................................... 31 Cost Control Services (Question 36) ....................................................................................................................................................31 Outsourcing and Partnership Services ................................................................................................................................................. 32 Integrated Partner Solutions (Question 39).........................................................................................................................................32 Fee / Commission / Service Promise (Questions 40 & 41) ................................................................................................................ 33 Addendums ............................................................................................................................................................................................ 35