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2014-608-E Finance (Risk Management) - Willis of North Carolina, Inc. for Insurance Broker $58,000
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2014-608-E Finance (Risk Management) - Willis of North Carolina, Inc. for Insurance Broker $58,000
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Last modified
5/18/2017 2:26:40 PM
Creation date
12/31/2014 11:52:31 AM
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BOCC
Date
12/31/2014
Meeting Type
Work Session
Document Type
Agreement
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Manager signed
Amount
$58,000.00
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R 2014-608 Finance - Willis of North Carolina, Inc. for Insurance Broker (Risk Management)
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\Board of County Commissioners\Contracts and Agreements\Contract Routing Sheets\Routing Sheets\2014
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DocuSign Envelope ID:A4C366A3-F5D9-473B-9218-AF49BCCA02E0 <br /> I. EXECUTIVE SUMMARY <br /> October 2, 2014 <br /> Dear Mr. Cannella <br /> Thank you for considering Willis and for giving us the opportunity to <br /> demonstrate our capabilities. We are delighted to provide Orange County with <br /> our response to your Request for Broker Qualifications and Conceptual <br /> Proposal. We certify that we meet all the requirements in Section III and will <br /> further provide supporting documentation for each qualification in Tab 11 of this <br /> document. We also have reviewed the sample contract provided in the RFP <br /> and agree to the terms with no requested modifications. <br /> We believe that Willis is uniquely qualified to serve as your broker and risk <br /> management partner. Our experience and expertise in providing insurance, <br /> risk management, and consultative services to Public Entities is unparalleled. <br /> In our response, we have highlighted strengths that differentiate us from our <br /> competitors. A few of those include: <br /> EXF1ERT1&',,E Your account will be serviced by the Willis <br /> Public Entity Team based in Charlotte. No other broker has a similar local <br /> resource. Your proposed service team is experienced in handling accounts <br /> similar in size and scope to the County. <br /> ',IESOLJR("ES-,Willis is a resource rich organization. We do not have an <br /> internal cost allocation model that would inhibit bringing the best and brightest <br /> minds to your account. A Willis client anywhere is a Willis client everywhere. <br /> The day-to-day servicing of your account by the local Public Entity Team will be <br /> supported by regional, national and global resources. <br /> CL,10,1,1' SERVI� E MODEL,We pride ourselves on being customer <br /> focused. With Willis, there is no bait and switch. The members included on the <br /> team chart are the individuals you will be working with on a daily basis. Willis <br /> leads all of our competitors in client retention. Further, your local service team <br /> leads Willis in retention. We boast of a 10 year 98%® client retention ratio! <br /> 1i,`,A S K A t),J!A,L.Y"f 1,C Willis has numerous proprietary analytical tools that will be <br /> used, in part, to determine the optimal risk transfer and retention levels. We <br /> will provide you in-depth analysis of past experience and projections, which will <br /> allow you to make educated decisions that align with your financial goals. <br /> Orange County—Request for 2voker Qualifications and Conceptu8l Proposal-September 23,2014 3 <br />
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