Transcription of CLIENT STEWARDSHIP REPORT PREPARED FOR …
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CLIENT STEWARDSHIP REPORT PREPARED FOR …
1 CLIENT STEWARDSHIP REPORT PREPARED FOR XYZ Corp. ABC Broker, LLC. Date of STEWARDSHIP REPORT : 10/01/2009 2 Table of Contents 1. Executive Summary 2. Broker, LLC. and CLIENT Team 3. Account Overview 4. insurance Program Benchmarking 5. casualty Accomplishments and Goals 6. Bonds and Travel Accident Accomplishments and Goals 7. Management Liability Accomplishments and Goals 8. Actuarial Services Accomplishments and Goals 9. Loss Control Accomplishments and Goals 10. Claims Accomplishments and Goals 11. Technical Services Accomplishments and Goals 12. Service and Advocacy 13. Post Placement Services 14. Schedules of insurance 3 1. Executive Summary 4 INTRODUCTION Purpose The purpose of this REPORT is fourfold: 1.
2 Table of Contents 1. Executive Summary 2. Broker, LLC. and Client Team 3. Account Overview 4. Insurance Program Benchmarking 5. Casualty – …
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