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SBC Prezi

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by

Ryan Bramlette

on 5 April 2016

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Transcript of SBC Prezi

Insurance Program Analysis 2014-2015

Mutual Objectives
What if we do nothing?
CONTINUE WITH CINNCINATTI AND CURRENT AGENT
OPTION 1
WESTERN NATIONAL PROGRAM
OPTION 2
HIRE PWI TO HANDLE CINCINNATI PROGRAM
EXECUTIVE SUMMARY

GAP Analysis...Cincinnati & Western National
PWI TEAM & PROCESS
Advisors: Ryan Elliott & Chris Hoiness
Service: Ryan Elliott & Carly Schniedenbach
Loss Control: Pat McCarthy
Claims Department: Jennipher Fields
Benefits: Pat Harlin & Katie Newgaard
Surety: Ryan Elliott & Carly Schniedenbach
Conclusion
HIRING PWI TO PARTNER WITH SBC
Expectations
Comprehensive Coverage Analysis

New Ideas or Confirmation of old ones

Competitive Price Structure


Strategies
PWI RISK MANAGEMENT PROCES
S
Forms Analysis
Identify known & emerging risks
Loss Control
Quantify or "So What"
CINCINNATI
REFER TO HANDOUT
WESTERN NATIONAL
REFER TO HANDOUT
RISK ANALYSIS
FALL PROTECTION
EQUIPMENT MAINTANANCE AND SAFETY
DRIVERS SAFETY PROGRAM WITH LARGE AUTO FLEET.
OSHA COMPLIANCE
NEW EMPLOYEE ORIENTATION
QUANTIFICATION AND PRIORITY

EXAMPLES: MOD MASTER ANALYSIS, CLAIMS ADVOCACY, ETC.

WE'LL IDENTIFY...YOU PRIORITIZE.
Pro
CONTINUE LONG RELATIONSHIP WITH CINCINNATI.
BUSINESS AS USUAL
Con
COVERAGE GAPS SHOWN TODAY WILL REMAIN.
EMERGING RISKS AND NEW IDEAS.
MARKETABILITY
REACTIVE VS. PROACTIVE
Pro
COMPETITVE MARKET TERMS
COVERAGE GAPS HAVE BEEN ADDRESSED
ONE CARRIER FOR ALL LINES
VESTED UNDERWRITER
Con
OTHER STATES EXPOSURES.
PROJECT SPECIFIC OPTION THROUGH COCHRANE & COMPANY.
WRAP EXCESS IN FOR APPROVAL.
POLLUTION EXPOSURE DISCUSSION. STILL MORE HOWEVER.
Pro
COVERAGE GAPS IDENTIFIED
3 YEAR OPTION
NEW TERRITORY UNDERWRITER
SERVICES DESCRIBED HERE TODAY.
DIFFERENT EXPERIENCE WITH CARRIER.
Con
(Current Situation)

COVERAGE GAPS?
PRICING?
RELATIONSHIP WITH CINCI?
What it means for SBC
ENSURE YOU'RE GETTING THE BEST OF THREE GREAT CARRIER OPTIONS (WN, CINCI, MSF)
MORE FOR YOUR MONEY
15% AND 8%
YOU'LL BE REPRESENTED BY ALL THREE CARRIERS LARGEST AGENCY IN THE NORTHWEST...MARKETABILITY
WHAT HAPPENS NEXT
AOR LETTER SIGNED
CURRENT AGENCY IS NOTIFIED
REMAINING GAPS ARE PRESENTED TO BOTH CARRIERS AND STRONGEST PROGRAM/PRICING WINS.
MEET AGAIN TO PRESENT COMPANY PARTNER.
Based on Jim Harvey's speech structures
LOSS CONTROL SOLUTIONS
Pat McCarthy
Full transcript