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DocuSign Envelope ID: 17405374-3F52-4EE3-A40B-COBD1 EOB0058 <br /> �A <br /> R ESPONSE TO RFQ#5328 FOR INSURANCE BROKER AND RM CONSULTING SERVICES <br /> ORANGE COUNTY,NCI SEPTEMBER 30,2021 <br /> IV I REQUIREMENTS OF PROPOSALS <br /> REFERENCE 2 <br /> Forsyth County Schools Larry Hammel, CFO <br /> 1120 Dahlonega Highway 404-991-4329 <br /> Cumming, GA 30040 Ihammel@forsyth.k12.ga.us <br /> REFERENCE 3 <br /> • <br /> South Carolina School Boards Insurance Trust Steve Mann, Director <br /> (SCSBIT) 803-988-0254 <br /> 111 Research Drive smann@scsba.org <br /> Columbia, SC 29203 <br /> REFERENCE 4 <br /> • <br /> North Carolina League of Municipalities (NCLM) Bryan Leaird, Associate Executive Director <br /> 434 Fayetteville ST, Suite 1900 919-715-2905 <br /> Raleigh, NC 27601 bleaird@nclm.org <br /> REFERENCE 5 <br /> • <br /> Mississippi School Board Association Anissa Young, Insurance Program Manager <br /> 380 Zurich Drive 601-622-3347 <br /> Ridgeland, MS 39157 ayoung@msbaonline.org <br /> We have no examples of former clients who terminated our relationship for performing similar services <br /> as detailed in this solicitation during the past five years.Your service team boasts a 98% retention ratio <br /> over the past 17 years. The few lost accounts were lost due to pricing reasons during an RFP process. <br /> The following is an example of a client that was lost through a solicitation process. After one year, the <br /> lost client returned to Alliant! <br /> OKLAHOMA MUNICIPAL ASSURANCE GROUP • <br /> Contact Name/Title: Chris Webb, Director of Underwriting <br /> Contact Phone: 405-657-1442 <br /> Contact Address: 3650 S. Boulevard Street <br /> Edmond, OK 73013 <br /> Reasons for contract termination: A competitor convinced the large municipal pool that they <br /> would be able to offer a more competitive and comprehensive <br /> property program.The client moved the business and came <br /> back to Alliant one year later and we were able to remarket <br /> and place a very competitive program in an extremely difficult <br /> market. <br /> - 32 - ENO, <br />