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Capabilities Overview Horizon

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Frank Crystal & Co. …

Frank Crystal & Co.
Capabilities Presentation.

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  • 1. Capabilities Overview
  • 2. Presented by John Wiltshire Director
  • 3. The Alternative in Insurance Brokerage
    • Full-service insurance brokerage firm, founded in 1933
    • Among twenty largest insurance brokerage firms in the United States; third largest privately owned
    • Nearly 400 employees nationwide
    • Headquartered in New York, with offices in Houston, Los Angeles, Miami, Palm Beach, Philadelphia, Portland, San Francisco, Seattle, & Washington, DC
    • Resources are allocated at the national level
    • Direct access to domestic and international underwriting community
    • Serves clients throughout the United States and around the world
    Page
  • 4. Page National Resources Page New York Philadelphia San Francisco Houston Palm Beach Miami Seattle Portland Washington, DC Los Angeles
  • 5. Page Global Affiliate Locations
  • 6. Commercial Insurance Services
    • Services a wide range of clients, including:
    • Product and industry specialists provide comprehensive insurance solutions:
      • - Automobile Liability - Environmental liability
      • - Casualty Coverages - Product recall & contamination
      • - General Liability - Professional liability & fidelity
      • - Internet professional liability - Property Coverages
      • - Kidnap & ransom - Representations & warranties
      • - Loss mitigation insurance - Surety
      • - Political risk, trade disruption, war - Workers Compensation
    Page
    • - Aviation
    • Construction
    • Environmental
    • Health Care
    • Hospitality
    • Manufacturing
    • Marine & Energy
    • Merger & Acquisition
    • Nonprofit
    • Real Estate
    • Retail
    • Technology
    • Transportation
  • 7. Additional Commercial Capabilities
    • Loss Control
      • Identify hazards potentially leading to loss
      • Develop controls and programs to eliminate or minimize hazards
      • Review, coordinate, and monitor insurers’ service plans
    • M&A/Alternative Risk Advisory
      • Due diligence services
      • Transaction support
    • International Capabilities
      • Access to all international insurance markets
      • Formal relationships with a global network of leading independent insurance brokerage firms
      • Expertise in selecting the best resources in any geographic region
    Page
  • 8. Financial Insurance Services
    • Services a wide range of financial and professional clients, including:
    • Product and industry specialists provide comprehensive:
    • - Brokerage services and solutions - Professional liability
    • - Internet professional liability - Property & casualty insurance
    • - Professional fidelity - Representations & warranties
    • Dedicated claims experts for all lines of coverage including specialty professional
    • liability claims experts
    Page
    • - Accounting Firms
    • Advisors
    • Brokers/Dealers
    • Commercial Banks
    • Hedge Funds
    • Investment Banks
    • Investment Managers
    • Law Firms
    • Mutual Funds
    • Private Equity Firms
    • REITs
    • Venture Capital Firms
  • 9. Claims Services
    • Dedicated teams of claims experts provide services, including:
    • - Pre-Claim Assessment & Advisory Services
    • - Loss Portfolio Analysis
    • - Reserve Management – Workers’ Compensation & Liability Claims
    • - “Life of Claim” Coverage Analysis & Advocacy
    • - Claims Settlement Services – Insurer Negotiations & Claims Resolution
    • - 24 Hour Emergency Claims Notification & Response
    • Major areas of claims expertise include:
      • Directors & Officers, Professional Liability, Casualty, Workers’ Compensation, Commercial Property, Technology & Media, and Aviation
    Page
  • 10. Additional Claims Services
    • Providing clients with pre-loss insights into areas of potential claims vulnerability
    • Mitigating economic surprises through diligent monitoring of reserve adequacy and case closures
    • Leveraging our clients’ positive claim trends throughout underwriting renewal processes
    • Providing a seamless extension to our clients’ risk management resources
    • Additional Services include:
      • Outsourcing of Corporate Claims Management function
      • Project-based liability and workers’ compensation claims audits
    Page
  • 11. Private Client Services
    • Dedicated experts provide services for:
    • Specialized consideration of affluent individuals to protect assets, including: homes liability, jewelry & fine arts, automobiles & yachts, kidnap & ransom, farm & ranches, domestic employees, and aircraft
    • Experts are focused on wealth preservation and the efficient transfer of wealth through estate planning techniques – life insurance, & disability long-term care
    • Client programs are based on income continuation, current assets, and accumulated wealth using an in-depth research & analysis process
    • 24 hour claim advocacy with dedicated personal insurance claims experts
    • Confidentiality
    Page
    • - Affluent Individuals & Families
    • Entrepreneurs
    • Estates & Trusts
    • Executives
    • Family Offices
    • Private Collectors
    • Professional Athletes
    • & Entertainers
  • 12. Employee Benefits Services
    • Employee benefits encompass a wide array of coverages intended to protect and assist employees and to help employers to remain competitive, including:
    • Client-focused solutions
      • High-touch service of a boutique firm
      • Resources and specialty expertise of a larger firm
    Page - Deferred Compensation - Dental - Employee Assistance - Executive Life/Disability - Flexible Spending
    • International Benefits
    • Life/AD&D
    • Long-Term Care
    • Long-Term Disability
    • Medical
    • Prescription Drug
    • Qualified Retirement
    • Short-Term Disability
    • Vision
    • Voluntary Benefits
  • 13. Page Page Our Mission As the alternative in insurance brokerage we strive to provide industry-leading services, solutions, and counsel to our clients.