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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
Agenda Item
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 /> 13ROKE wwSHALL MAINTAIN "T'HE HIGHEST iIrrrEGRI'r'Y IN BUSl NE S,S R rIONS FI , <br /> AND PRACT1C S AND SHALL,MAKE FULL AND,nME w DISCLOSURE'['01+11E p °r "X01.` <br /> ....mm� <br /> ANY IU" F'IN ICTS OF WTr'RIST OR DUAL Rr"rAnO ' I� ..w.S . mm.....��w <br /> W....fv <br /> ERSHHIP W TPA CAR, <br /> BROKER " Ar EEr E rA ESA.. C IT <br /> 1 mm.. —. _.. e,-aa�.-...-_ .-..-11- _.. _....—���_ w� w.� -.— <br /> STATE STA,rUT'ES REGARDING G11--l'S AND FAVORS FOR PUBLIC OFFICERS AND <br /> r, PI0YEE' AND SHAL '9H R o THOSE STANDARDS DARD � mm.r��E �""C"urrD CI OF <br /> N'TY BUSINESS. <br /> Willis has fine components to our published Value Statement: <br /> 1. Integrity <br /> 2. Advocacy <br /> 3. Teamwork <br /> 4. Respect <br /> 5. Development <br /> We take these components seriously and every employee undergoes <br /> training to guarantee they fully understand the meaning and expectations of <br /> each. We are committed to operating with the highest degree of integrity. <br /> We further commit to full disclosure. On the annual client service plan that <br /> you will receive, we will provide a full schedule of the services provided <br /> along with a statement as to the total compensation earned for providing <br /> those services. <br /> To avoid any real or perceived conflict of interest, Willis chose to divest itself <br /> of any competing interests. We are brokers and risk management <br /> consultants. That is all we do! We are not a bank. We do not own any <br /> wholesale brokerage firms, TPA's, underwriting companies or any other <br /> entities that could potentially compete with or stated goal of always doing <br /> what is in the client's best interest. <br /> Upon selection as your broker, each team member will be provided with a <br /> copy of the statutes regarding gifts and favors for public officers and <br /> employees. A training session will be held to ensure they understand the <br /> requirements and importance of compliance. <br /> Below is our "Client Bill of Rights" which is also incorporated in each annual <br /> Client. Service Plan, <br /> "[„ " � BILL f l fl <br /> Our Client Bill of Rights is our commitment to upholding the highest standards of <br /> integrity in our industry and how we deliver the Willis Value Experience. <br /> At Willis, our culture and our actions are guided by the following principles: <br /> Grange County—Request for Broker Qualifications and Conceptual Proposal-September 23,2014 10 <br />
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