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A n g i o D y n a m i c s , I n c . |
18
CBIZ Consulting Services Proposal
Account Management Services
Action Steps
Responsibility
Target
Date
Complete
Date
Maintain database for Certificate of Insurance Holders consisting
of landlords, mortgagees, automobile and equipment leasing
companies, business partners, etc.
CBIZ
Ongoing
Provide Automobile Insurance Identification cards for all vehicles
at renewal and as new vehicles are acquired.
CBIZ
Ongoing
Establish a process and procedure for the ordering of Motor
Vehicle Reports for all company drivers and prospective drivers.
Angio
CBIZ
Ongoing
Maintain database of property underwriting information,
statement of values, general liability rating basis for each location.
Angio
CBIZ
Ongoing
Gather necessary underwriting information and communicate
changes in exposures to insurance carriers.
CBIZ
Ongoing
Maintain Coverage Summary which outlines basic limits and
coverage for each policy written through CBIZ.
CBIZ
Ongoing
Prepare and update Coverage Specifications prior to renewal date.
This includes assistance and guidance with the completion of
applications. Discuss incumbent carrier’s renewal position and
formulate a renewal marketing strategy.
Angio
CBIZ
TBD
Perform a marketing campaign to negotiate terms, conditions and
premiums for property and casualty insurance program.
Angio
CBIZ
TBD
Present marketing analysis and coverage summery. Discuss
program recommendations and premiums, and determine the
best overall program design for AngioDynamics.
Angio
CBIZ
TBD
Renew insurance program with agreed upon coverages and
insurance carrier. Supply complete summary of coverage bound to
AngioDynamics.
Angio
CBIZ
TBD
Issue binders, certificates, automobile identification cards and
invoices.
CBIZ
TBD
Effective date of coverage (for most policies).
TBD
Ongoing account support account. Includes updating exposures,
staying aware of changes at locations and operations.
CBIZ
Ongoing
Assist with completion of insurance company audits, retrospective
rating plans or other premium calculations.
CBIZ
At Audit