This document summarizes the services provided by Kirk Conole and DCI Solutions to audit and identify savings opportunities for clients' insurance and retirement plans. DCI uses a proprietary database to benchmark clients' existing costs against market data without revealing identities. Their report identifies gaps, duplications, and validates price points, providing a qualitative assessment and 12-36 month savings projections. By utilizing the database, clients can expand their points of entry into the insurance market to improve coverage, service, and pricing while maintaining existing broker relationships if desired.