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The Broker Services & Capabilities of Brown & Brown

The Broker Services & Capabilities of Brown & Brown. Part of:. What prospects know:. 1-Prospects know that pricing is going up? 2-Prospects know that benefits is a large part of their cost. What prospects know but do not fully appreciate?. 1-Prospects know that pricing is going up?

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The Broker Services & Capabilities of Brown & Brown

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  1. The Broker Services & Capabilities of Brown & Brown Part of:

  2. What prospects know: 1-Prospects know that pricing is going up? 2-Prospects know that benefits is a large part of their cost.

  3. What prospects know but do not fully appreciate? 1-Prospects know that pricing is going up? 2-Prospects know that benefits is a large part of their cost.

  4. How do we use this chart? • 1-At a first meeting. • When meeting with a CFO • To position the strategy play and our process • 2- At a final meeting with their actual information. • -when meeting with a CFO • -To help quantify exposures

  5. Transactional vs. Strategic Value-Added Shift in Resource Focus to Increase Financial Rewards STRATEGIC INITIATIVES Effective Renewal Negotiations, Financial Claims Analysis, Alternative Funding Arrangements, Wellness Initiatives, Medical Management, Trending HIGH STRATEGIC INITIATIVES Cost-Shifting Initiatives (No Brainers) Cost-Shifting Initiatives (No Brainers) Plan design changes, EE contribution changes MED Plan design changes, EE contribution changes (Transactional) Replaceable COBRA / 5500 Filing / Billing Issues / Employee Changes Add, Delete / Employee and Admin Questions/ FMLA, HIPPA, ERISA (Transactional) Replaceable LOW Transactional Today Future Partnership

  6. The New Policy Process Needs & Opportunity Analysis Uncovering needs through Understanding (Conference call) Report Findings (Final Proposal) First Interview – Information Gathering Start 6 Earning Your Business Every Day !

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