Capabilities Overview Horizon


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Capabilities Presentation.

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Capabilities Overview Horizon

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