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DocuSign Envelope ID: 17405374-3F52-4EE3-A40B-COBD1 EOB0058 <br /> fi. <br /> R ESPONSE TO RFQ#5328 FOR INSURANCE BROKER AND RM CONSULTING SERVICES <br /> ORANGE COUNTY,NC I SEPTEMBER 30,2021 <br /> III QUALIFICATIONS <br /> and operations correctly, succinctly and in a clear and easily understandable format. To the <br /> degree desired, we encourage meetings between you and the underwriters. <br /> Our goal is to distinguish you from your peers and we do so by creating first class underwriting <br /> presentations that demonstrate your unique risk characteristics. <br /> Hold carrier meeting. In addition to the information provided in our marketing submissions, <br /> Alliant will host meetings to provide the opportunity for key members of the County to present <br /> their risks to the carriers. This will also give the County the chance to discuss any additional <br /> measures they have put in place to help mitigate loss. In addition, the carriers will be able to <br /> ask questions and visit sites, if necessary. <br /> Obtain market quotations. After carriers submit their quotes, we will compile a <br /> comprehensive document outlining all quotes, terms and conditions, highlighting key <br /> differences.Alliant and the County will then jointly narrow down the field of carriers for further <br /> negotiation. <br /> Final negotiations and carrier selection. Alliant will assist the County with selecting a carrier <br /> and negotiate final pricing and coverage terms and conditions. Once a final selection is made, <br /> we will issue an order to bind coverage. <br /> Sample Program Design & Marketing Work Plan <br /> Responsible1111111111111 <br /> Confirm Marketing Timeline County <br /> Safety/Loss Control Manual Meeting (if I <br /> needed) County, Alliant <br /> Gather Underwriting Data . County, Alliant <br /> Prepare Submission to Carriers MEN Alliant <br /> Marketing Overview, Safety, Claims & <br /> Expectations Meeting County, Alliant <br /> Submit underwriting data to select , Alliant <br /> markets <br /> Hold Carrier Meeting County, Alliant <br /> Carrier Underwriting Carrier <br /> Carrier Quotes Due Date Carrier <br /> Marketing Presentation to County County, Alliant <br /> Leading Carrier presentations to County <br /> (if needed) County, Alliant <br /> Final Negotiations and carrier selection County, Alliant <br /> County Delegation of Approval to Bind <br /> Coverage County <br /> Bind Coverage County <br /> Premium/Collateral Due County <br /> - 20 - Affiant <br />