Introducing USI New England

Jim MillerUSI New England475 Kilvert St. Suite 300Warwick, RI 02886401.372.1145jim.miller@usi.bizwww.usi.biz

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What does USI offerYour company?

Expertise Health and Welfare industry specialists to round out

your employee benefits team

Service Integrated resources to develop long range solutions and help manage day-to-day needs

Confidence Local Team supported by National Resources

Convenience One point of contact for all insurance and benefits

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Local Presence…National Perspective•176 Benefit professionals in 17 states placing over 2

billion in premium on an annual basis

•8th largest insurance broker in the United States

•Serving more than 60,000 commercial clients in 19 states

• A portfolio company of Goldman Sachs Capital Partners

• Delivering the lowest possible rates, most comprehensive insurance program and providing the highest level of service to our clients

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USI is your single source to protect, manage and grow your business through a spectrum of customer-centric products and enhanced services

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Health and Welfare Objectives

•Save Money- Compelling Benefit Solutions at the Lowest Cost

•Save Time - Highest Level of Service Delivered Locally

•Increase Employee Satisfaction and Retention - Effective Education and Communications

•Keep your Organization out of Trouble – Extension of your Benefit Team

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Health and Welfare Capabilities•Strategic Consulting

•Proactive Account Management

•Legal and Compliance

•Communications

•Administrative Services

•Workplace Wellness

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Strategic Consulting

•Market Insight

•Analytical Services

•Financial Analysis

•Claims Cost and Risk Management

•Benchmarking

Incorporating USI’s national perspective and local knowledge to provide unmatched insight and planning.

Ensuring you’re on the right path

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Proactive Account Management

•Long Term Planning

Cost Containment Strategies, Communication plan

•Pre-renewal Strategy Meeting

Five to seven months prior to renewal , Reviewing long term strategy with current market changes

•Renewal Actions

Review rates, funding alternatives, plan options and set course of action

Strategic thinking turned into action

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Legal and Compliance

•Communications

•Web-based tools

•Ad hoc Compliance Services

Reliable, expert assistance to help keep your organization in front of regulatory trends

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Communications

My USIEmployee Benefit Materials

Making sure your employees recognize the value of your investment through a multi-channel approach

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Administrative Services

•Array of Enrollment Options to Meet Your NeedsOne-on-one

Call Center

Online

•Ongoing Benefit AdministrationCOBRA

FSA

HSA/HRAs

Complete array of services eases the burden of administering benefits programs

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Wellness

•Health Risk Profiling

•Value Based Insurance Design

•Education

•Incentive and Design Strategies

Building a health care partnership through proactive programs that support healthy lifestyles

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What does this mean for Your Company?

•Compelling Benefit Solutions at the Lowest Cost

•Highest Level of Service Delivered by your Local USI Team

•Access to Compliance, Underwriting and Communication Specialist

•Improved Employee Education, Satisfaction and Retention

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Your Team at USI New EnglandGlenn Chavious

President

Jim Miller

Vice President – Benefits

Mickey McCabe

Senior Vice President – P&C

Mary Jane Lilley

Office Manager

David Glade

Benefits Manager

Jennifer Koscho

Account Manager

Carrie Beers

HR Consultant

Heidi Forte

Risk Management

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USI Health and Welfare

Selected Clients in the New England Region

J.P. Noonan

Webster Bank

Boston Red Sox

Care New England

Partners Healthcare

Savage Arms

Amtrol

Boston Celtics

National Amusements

New England Art

Bank Rhode Island

Bryant College

Bank Newport

Sisters of Charity

United Security

TriMark USA

PCC Specialty Products

Paul Arpin Van Lines

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USI’s National Clients

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What canUSI do for you?

Thank you.