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DocuSign Envelope ID:A4C366A3-F5D9-473B-9218-AF49BCCA02E0 <br /> DRAFT RENEWAL TIMELINEI, <br /> Orange County. <br /> JUL y?,2046 Ya JULY'!,2tl16 RENEWAL T�R4v1 <br /> Will <br /> .....�., »w,vn . <br /> j , <br /> r , <br /> I <br /> Preliminary Renewal Strategy Meeting Willis&County 311512015 x W often Hold This Meeting h Md Late Noventer <br /> Establish Agreed'UponTrmeline Willis 3115/2015 x NeednraWeto[-nsurev'ueh etihecoonty's <br /> Needs <br /> Obtain SCV from TAC Willis&County 41112015 K Opportunity to All the Agencies to Review <br /> Model SOV(Wind,Earthquake,Terrorism,etc,) Willis 41712015 z C:lfi-I Cooponemtof The Marketing Recess <br /> Discuss Modeling Results and Establish Limits Willis&County 47 7 512 0 1 6 x ''Se l7es'„ne Help Neke oe.�asion son limits and <br /> rka�ehnrer: <br /> Populate Web Site witih Submission. Willis 411/2015 x This Tool Allows Us to ..kthe lkiderwrters <br /> P A-hvilies <br /> Specs;Delivered and Discussed with Markets .Willis 41712015 st. .Setting Expectations Eady With <br /> P Underwriters <br /> Underwriter Meetings Scheduled 'Willis 4115/2015 x <br /> ' Another Critical Part of the Process.Client' <br /> Underwriter Meetings Willis&County 412012415 x x. Inwlvement is Crucial.Helps Build Long <br /> Term Trust. <br /> ProposalslC luetes From Markets Due Willis 611/2015 rr. Initial Terms ReceM-d <br /> Discuss Ouales With County Willis&County 5/1/2015 x Collaborative Discussions on Where Retire <br /> ReCvne <br /> Refine Quotes Willis 511512015 x Push Markets to Impmve Terms <br /> PraMde County with Final Proposal Willis e11/2015 x Cumprehensiee Document that.Explains All <br /> Proposed Terms&Conditions and Options <br /> Bind Program Willis fif1512015 x Official Confirmations to the Markets to <br /> Bind <br /> Secure Penal Binders and Order Policies Willis 612 012 01 5 x.. Helps Eliminate Unnecessary Delay of <br /> Policy Issuance <br /> Provide County with Binders and Palioy Willis 7/1/2015 x. Summary of Policies and Evidence of <br /> Schedule Insurance <br /> Provide County with Premium lnwices& '..Willis 71112015 x payment Advice Statement and Summary <br /> Summary <br /> Rei Performance To Date 'Willis&County 8/1/.2015 x Tell Us How We are Doing-We Want <br /> Feedback <br /> Update and Refine Client Service Plan Willis&County 8/112615 K Road Map of Service Dellterables <br /> Claim.Service Plan Development Willis&.County 8/112015 x CAT Loss Strategy,Claim Review Dates <br /> and EEC. <br /> Risk Control Plan Development Willis&County 8(112015 x Engineering and Loss Prevention Plan <br /> Meetings with Vendors as Needed Willies&County 8/112015 X '.... r <br /> Initiate OPEN ITEMS 415T Willis&County 0!112015 x Tool to Ensure Timely DolNery of All <br /> Serwrce Deliverables <br /> 8> 'T, Kr R SHALL MAKIWIN 0FRCE i� . CONSISTENT <br /> j AND BE AVAILABLE FOR EMERGENT <br /> CONSULTATION AFTER.H.—..._O v ,,.. BROKER <br /> �...SHALL,....E,.E. .P� 7`0 MESSAGES we S S <br /> OON AS <br /> POSSIBLE AND ALWAYS M/1"I'M ONE BUSINESS DAY. <br /> Mark Goode will serve as the lead contact for Orange County. He will be <br /> assisted on a daily basis by Carol Dwyer and Mike Honeycutt. The team <br /> resides in the Charlotte office located at: <br /> Willis of North Carolina <br /> 301 South Tryon St, Ste 2600 <br /> Charlotte, NC 28232 <br /> Office hours 8:00-5:00 EST (Monday — Friday) <br /> Mark, Carol and Mike will be available to Orange County on a 24/7/365 basis. <br /> All are equipped with laptop computers, (Phones or smart phone devices. You <br /> will be provided with complete contact information to include their home phone <br /> numbers. All inquiries emails, phone calls, written correspondence, etc. will be <br /> responded to in no more than a day. <br /> orange County—Request for Broker Qualifications and Conceptual Proposal-September 23,2014 14 <br />