Client: Major trade association
Industry: Financial services/technology
Length of relationship: 18 years
# of employees: 120+
A long-time employee benefits client was experiencing growing pains and looking for a solution to manage benefits, retirement, and property and casualty (P&C) programs more efficiently. Their existing retirement plan and P&C insurance coverage were both with other brokers. They were offering a “cookie-cutter” retirement plan that no longer served its entire employee population, and their suite of property and casualty coverages left key areas exposed to risk.
To continue growing, the company needed a broker that could 1) fill the existing gaps; and 2) work as a consultative business partner to help meet future needs.
Because of the trusted relationship our Benefits team built with the client since 2005, they turned to them for help.
By integrating the existing employee benefits program with retirement and property and casualty insurance under a single broker partnership, our team was able to:
1. Coordinate property and casualty coverage to enhance protection and risk mitigation with:
2. Bolster retirement plan offerings to provide greater value with:
3. Relieve administrative burdens associated with managing benefits by providing:
4. Streamline communications to ensure effectiveness of all programs
“Our team came to the table with everything this client needed – a deep understanding of their industry, the expertise to provide the full range of products and services they needed, and the ability to grow along with them in the future.”
Partner, Baldwin Risk Partners
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The information provided, while not guaranteed as to accuracy or completeness, has been obtained from sources believed to be reliable. The opinions expressed reflect our judgment now and are subject to change without notice and may or may not be updated.