A Review of the Neil-Garing Insurance Business Opportunity

Transcription

1 What We Do Risk management and commercial insurance. Employee benefits, wealth management and specialty solutions. We are a trusted advisor and sound voice through the volatility. We deliver outsized results in any climate. Joe Long Joe is a Senior Vice President for Hays Companies in Denver, Colorado. He is responsible for sales development and the internal operations of the benefits department. He also provides strategic consulting support on his own book of business and specializes in providing consulting and financial analysis of the client s employee benefit programs. Joe has over 20 years of employee benefit experience. Prior to joining Hays in 2003, Joe led the Employee Benefits Department as a Senior Vice President and Unit Leader for the world s largest insurance consulting firm. In addition to managing a unit of 8 employees, he was responsible for 45 accounts that generated $2.5 million in revenue. From 1998, Joe worked as a Consultant establishing employer health plan philosophies and setting plan objectives to meet employer financial guidelines. In the 3 years prior to that position, he was a Benefit Analyst, whose primary responsibilities were underwriting for self funded employers, renewal negotiations, financial analysis, request for proposal preparation, marketing, monthly claim reporting, plan modeling, setting accrual rates and IBNR analysis. Prior to joining the insurance consulting industry, Joe gained 5 years of experience working for a national insurance carrier as an underwriter. He was responsible for reviewing, analyzing and underwriting self funded accounts with 100 to 10,000 employees. Joe graduated from Regis University in 1991 with a major in Finance and minor in Economics. He also holds a Life and Health insurance license. Justin Troupe, Assistant Vice President at Hays Companies. Experienced senior benefits consultant that provides strategic benefits consulting and financial analysis for Self funded and Fully insured employer groups. At Hays we are always looking for ways to improve employers benefit plans by lowering costs. We think outside of the box and bring new ideas to employers to make sure you retain your most valuable asset, your employees by offering the benefit packages they are looking for.

2 OUR PURPOSE The Vail Leadership Institute exists to develop values-based leaders and organizations that produce higher levels of results by leading with purpose. We accomplish this through a combination of applied learning experiences: Workshops & Events RoundTable Groups Retreats & Experiences Custom Programming In the end, our approach is to use our Inside First leadership framework to deepen the character of leaders by engaging the heart in leadership. OUR VISION In 2020, we are helping thousands of people take responsibility for their lives, their organizations, and their communities. Our work has resulted in the growth of individuals, teams, and organizations around the country. We are recognized in the state of Colorado as a premier destination for leadership development and among leadership experts globally for cultivating a new kind of leader who engages the heart in leadership. The people involved with the Institute include a focused, passionate staff and a cadre of mentors, consultants, facilitators, and speakers who are helping us to consistently achieve our goals. OUR LOGO The Vail Leadership icon in the logo was originally developed as an image of a water droplet surrounded by concentric circles emanating outwardly. The water drop is analogous to our Inside First (TM) curriculum that develops the leader within. We believe that in order for people to have a ripple effect in their organizations, communities, and lives, their leadership competencies must grow.

3 Rocky Mountain Insurance and Financial, is a Colorado owned and independently operated insurance & financial solutions provider. Our agency was originally established in 1998 in Edwards, Colorado specializing in financial services and employee benefits. We are excited to be an affiliate member of HCHR and have programs for businesses that NO other agency can match! We offer a comprehensive suite of a la carte services that not only make your life easier, but we can bring additional savings to your bottom line while improving the lives of your employees!

4 Located in the beautiful Rocky Mountains, service is our primary product. At Neil-Garing Insurance, our focus is on YOU. Our goal is to provide the best possible service to our clients in every aspect of our business. Excellence is what differentiates Neil-Garing from other agencies. Our standards require all-around excellence in our products, companies, service and people. We partner with our clients to reduce exposure by identifying and resolving potential areas of risk. Whether you need personal insurance, such as homeowners or automobile, business insurance, workers' compensation, bonds, or employee benefits, Neil-Garing is your one-stop solution! We are committed to providing our customers with value through excellent service and cost effective coverage. Our Mission Neil-Garing Insurance is dedicated to the highest degree of professionalism and ethics in the sales and service of insurance products. We are committed to providing a continuing role of leadership in the insurance industry while maintaining our sensitivity to the needs of our customers. We seek to foster a spirit of cooperation between our customers, companies, and employees realizing that our interests are not adverse, but common. Our primary goal is service. We are proud members of these organizations: Aspen Chamber Resort Association Associated General Contractors of Colorado Community Associations Institute - Rocky Mountain Chapter Independent Insurance Agents of Colorado Trusted Choice

5 A full range of learning opportunities in Colorado Rocky Mountain communities. The Aspen Institute College Excellence Program has recognized CMC as in the top 13% of two year colleges in the U.S. for exceptional student performance and outcomes. The college was also ranked #17 in the nation by CNN/Money for student success among more than 800 two year colleges. And CMC was rated #1 among Colorado s two year colleges for graduation plus transfer rates. Colorado Mountain College serves 12,000 square miles in north central Colorado. This beautiful area includes international resorts, ranches, wilderness areas and former mining towns. Each year, over 20,000 students take classes at our 11 locations and online. Learning here is personal. Classes are small. Faculty are friendly. Our graduates say that Colorado Mountain College has provided a solid foundation for the challenges they have faced. You ll find CMC teachers and staff who will take time with you. They know that if you are happy with your college and comfortable in your environment, you ll have a better chance to succeed. We want to give you more than a diploma or certificate. We want to create an environment that helps you succeed in all areas of your life.

6 Flexibility: Peak Performance Imaging Solutions realizes that each client has different business requirements. Peak Performance Imaging Solutions has developed a unique approach to successfully meet our clients' objectives. Project Basis: From concept to completion, Peak Performance Imaging Solutions provides total project responsibility. Peak Performance Imaging Solutions was the first office equipment company in the mountains to offer and integrate connectable digital products, and the first to employ a full time network engineer. Equipment Sales, Service, Supplies Management and Support: Peak Performance Imaging Solutions has selected companies to represent that take pride in the quality, service, and support of their products just as we do. Companies like Savin, Sharp, Laserfiche and Hewlett Packard, to name a few. A long and satisfying relationship with our clients begins with reliable products and services from respected and well-established manufacturers. Systems Support: Peak Performance Imaging Solutions maintains a staff of trained professionals with certifications from Savin, Laserfiche, Sharp, Ricoh, and Hewlett Packard to ensure that your information systems are managed by the most skilled and professional staff available. We also offer Local Area Network design, installation, management and training. Education and Training: Training for end users and managers is always included in the purchase of new equipment or software from Peak Performance. Customized training for your unique requirements, with continued training at no additional charge. Training provided on location per customers needs and time requirements. Systems Integration: Peak Performance Imaging Solutions offers a full array of software design and implementation services, including corporate database applications and customization of existing software packages. Through a proven development process of analyzing the workflow of an organization, and then structuring an application around the workflow, a more efficient and cost effective operation can be achieved. Installation and Repair: Peak Performance Imaging Solutions maintains an experienced and professional staff of qualified technicians to meet all installation and repair needs. Installations are scheduled for completion in a timely and efficient manner, with consideration given to customer's specific requirements. Peak Performance Imaging Solutions will tailor your service plan according to your specific needs.