STRATEGIC ACCOUNT PLANNING
Plan assessment, bench marking
Review goals, claims, requirements
Define and create plan
PLACEMENT ACTIVITIES
Evaluate carrier proposals
Review financials
Find additional risk transfer programs
POST-PLACEMENT ACTIVITIES
Program summary/ recommendations
Update certificates/ claims instructions
Invoice premiums and fee
Post-placement recap
Summary of insurance
Contract reviews
Certificate handling
Risk review
Claims management
Loss control
Consulting: trends, laws and legislation
Line of coverage
Reporting ad handling guidelines
Regular open claim reviews
Monitoring
Coordination of emergency services for insurance adjustors and restoration