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Brokerage Services for Insurance and Employee Benefits
Lost Clients
PSI – Lost client due to acquisition – 300 employees
o
Russell Taylor, COO
o
E-mail:
rtaylor@psipack.com| p: 423.787.7711
i.
Wellness Strategies
ii.
Open Enrollment implementation and communication
iii.
Compliance consulting
iv.
Cost containment prior to acquisition
Fidelity National Financial (NYSE: FNF) – Lost due to acquisition - 30,000 employees
o
Tony Park, EVP & CFO
o
Email:
tpark@fnf.com| 904.854.8812
i.
Financial Reporting
ii.
Benefits Consulting
iii.
Compliance Support
iv.
Open Enrollment Consulting
Power Systems – Lost due to acquisition – 100 employees
o
Linda Miller (Now at Ministry Brands)
o
Linda.miller@ministrybrands.com| 865.271.9352
i.
Benefits Consulting
ii.
Open enrollment support
iii.
Claims advocacy
iv.
Compliance Support