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  • 1. Introducing USI New England Jim Miller USI New England 475 Kilvert St. Suite 300 Warwick, RI 02886 401.372.1145 [email_address]
  • 2. What does USI offer Your 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
  • 3. 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
  • 4. USI is your single source to protect , manage and grow your business through a spectrum of customer-centric products and enhanced services How to insert the client logo in the center of the wheel: 1. Delete the text box 2. From the menu, go to Insert > Picture From File 3. Size the logo accordingly and center within the circle
  • 5. 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
  • 6. Health and Welfare Capabilities
    • Strategic Consulting
    • Proactive Account Management
    • Legal and Compliance
    • Communications
    • Administrative Services
    • Workplace Wellness
  • 7. 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
  • 8. 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
  • 9. Legal and Compliance
    • Communications
    • Web-based tools
    • Ad hoc Compliance Services
    Reliable, expert assistance to help keep your organization in front of regulatory trends
  • 10. Communications
    • My USI
    • Employee Benefit Materials
    Making sure your employees recognize the value of your investment through a multi-channel approach
  • 11. Administrative Services
    • Array of Enrollment Options to Meet Your Needs
      • One-on-one
      • Call Center
      • Online
    • Ongoing Benefit Administration
      • COBRA
      • FSA
      • HSA/HRAs
    Complete array of services eases the burden of administering benefits programs
  • 12. 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
  • 13. 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
  • 14. Your Team at USI New England
    • Glenn 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
  • 15. 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
  • 16. USI’s National Clients
  • 17. What can USI do for you?
    • Thank you.