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R ISK M ANAGEMENT & I NSURANCE

TALON INSURANCE AGENCY, LTD. Insurance experienced. R ISK M ANAGEMENT & I NSURANCE. R ISK M ANAGEMENT & I NSURANCE. Presented by. Chip McKenzie & Staff. TALON INSURANCE. Business plan defines “Target Accounts” Profitable growth We would like clients as yourself

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R ISK M ANAGEMENT & I NSURANCE

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  1. TALON INSURANCE AGENCY, LTD. Insurance experienced RISK MANAGEMENT & INSURANCE

  2. RISK MANAGEMENT & INSURANCE Presented by Chip McKenzie & Staff

  3. TALON INSURANCE • Business plan defines “Target Accounts” • Profitable growth • We would like clients as yourself • Why you might want us as your Broker

  4. TALON INSURANCEOUTLINE • History • Organization & Team • Risk Management & Insurance • Account service commitment (ASC) • The Process

  5. TALON INSURANCEHISTORY • 1942 • Nederland, Houston • Large regional independent broker • Team approach

  6. TALON INSURANCEORGANIZATIONAL CHART

  7. TALON INSURANCETEAM CHART

  8. TALON INSURANCEORGANIZATION • Markets • Education • References available • Risk Management & Insurance services

  9. TALON INSURANCERISK MANAGEMENT PROCESS • Insurance is just one technique used in protecting your Corporate assets. With the Risk Management philosophy you have the following options;

  10. TALON INSURANCERISK MANAGEMENT PROCESS • Avoidance of risk • Control (Reduce) • Transfer of risk Insurance Non Insurance • Retain

  11. TALON INSURANCERISK & EXPOSURE MANAGEMENT FREQUENCY H I GH LOW SEVERITY AVOIDANCE OR REDUCTION TRANSFER H I GH REDUCTION AND RETENTION RETENTION LOW

  12. TALON INSURANCEACCOUNT SERVICE COMMITTMENT • Six month partnership review • Certificate management system • Other committed services

  13. TALON INSURANCESIX MONTH PARTNERSHIP REVIEW • Communication / performance review • Open claims review • Loss control review • Insurance summary • Optional coverage’s • Experience modifier estimates • Operation changes • Insurance market assessment

  14. TALON INSURANCECERTIFICATE MANAGEMENT SYSTEM • Help establish limit & coverage requirements • Categorize vendors/suppliers • Set up letters & mailings • Create monitoring System • Review certificates

  15. TALON INSURANCEOTHER COMMITTED SERVICES HIGHLIGHTED • Audit / Classification verification • Co - Insurance compliance • Business Interruption / Extra Expense review • Experience modifier calculating/ checking • Contracts review

  16. TALON INSURANCEOTHER COMMITTED SERVICES HIGHLIGHTED • Safety / Operations Manual Development • State & Federal law compliance • Special Loss Control Services • Bid preparation and shopping of markets

  17. TALON INSURANCE“THE PROCESS” (Opening) (Closing) Initial Appt. Quoting & Marketing Delivery of Cert’s / ID’s /Binders Present & Write Gather information ASC Review On going broker admin. service work and visits Desired risk management services Six month partnership review Contact 90-150 days prior to Renewal Periodic Newsletter/ Seminars Periodic Newsletter/ Seminars ( A l l p r o m p t e d / s u s p e n d e d b y A G E N A )

  18. THANKS FOR YOUR TIME AND ALLOWING US TO SHARE OUR ORGANIZATION WITH YOU!

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