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PAGE 6
Brokerage Services for Insurance and Employee Benefits
Accomplishments and Differentiating Factors (Question 4)
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
Wellness Strategies
o
Wellbeing team to include our relationship with many vetted vendors for price and contractual
concessions
o
ROI development based on programs
o
On-site clinic consulting
o
Strategy based on needs and utilization of client
Account
Executive
Service
Team for
Employee-
Level
Support
Account
Manager
Enrollment
Specialist