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At Aboriginal Insurance Services, everything we do is focused on creating distinctive value for you based on insightful analysis, powerful execution and a deep understanding of your business and risk issues. Our Client Promise methodology is made up of a four-step process built around helping your business meet your goals and objectives. Our first phase of this methodology is obtaining your feedback to develop your Client Promise Plan. Our service platform is built around delivering the ten elements of our Client Promise to you. The Client Promise, our proven methodology, is our way of ensuring that you get a personalized service plan, based on your unique needs. Your input is crucial to developing the plan, so we ask that you spend a few minutes completing this Client Promise assessment prior to our meeting to discuss your needs in more detail. We will do this each year to ensure our service adapts to the changing needs of your business. We enable our clients to: » Understand the risk to people and operations in each location » Ensure risk mitigation and crisis response procedures are appropriate and adequate » Understand where there are weaknesses, and what needs to be done to meet duty of care obligations » Improve the resilience of operations to low probability but high impact events » Enhance the decision making process in the event of an incident » Pick the most appropriate level of cover by site, ensuring insurance premium spend is fully justifiable ABORIGINAL INSURANCE SERVICES www.aboriginalinsurance.com ABORIGINAL INSURANCE SERVICES CLIENT PROMISE ASSESSMENT

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Page 1: ABORIGINAL INSURANCE SERVICES CLIENT PROMISE …aboriginalinsurance.com/.../AIS-Client-Promise...The Client Promise, our proven methodology, is our way of ensuring that you get a personalized

At Aboriginal Insurance Services, everything we do is focused on creating distinctive value for you based on insightful analysis, powerful execution and a deep understanding of your business and risk issues.

Our Client Promise methodology is made up of a four-step process built around helping your business meet your goals and objectives. Our first phase of this methodology is obtaining your feedback to develop your Client Promise Plan. Our service platform is built around delivering the ten elements of our Client Promise to you.

The Client Promise, our proven methodology, is our way of ensuring that you get a personalized service plan, based on your unique needs. Your input is crucial to developing the plan, so we ask that you spend a few minutes completing this Client Promise assessment prior to our meeting to discuss your needs in more detail. We will do this each year to ensure our service adapts to the changing needs of your business.

We enable our clients to:

» Understand the risk to people and operations in each location » Ensure risk mitigation and crisis response procedures are appropriate and adequate » Understand where there are weaknesses, and what needs to be done to meet duty of care obligations » Improve the resilience of operations to low probability but high impact events » Enhance the decision making process in the event of an incident » Pick the most appropriate level of cover by site, ensuring insurance premium spend is fully justifiable

A B O R I G I N A L I N S U R A N C E S E R V I C E S

w w w . a b o r i g i n a l i n s u r a n c e . c o m

A B O R I G I N A L I N S U R A N C E S E R V I C E S C L I E N T P R O M I S E A S S E S S M E N T

Page 2: ABORIGINAL INSURANCE SERVICES CLIENT PROMISE …aboriginalinsurance.com/.../AIS-Client-Promise...The Client Promise, our proven methodology, is our way of ensuring that you get a personalized

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1. What are your most significant business goals? (Select up to 5)

Increase Market Share

Reduce Debt

Increase Profitability / Control Costs

Down-size / Out-source Capacity or Workforce

Form Strategic Partnerships

Make Acquisitions or Divestitures

Develop or Launch New Products or Services

Expand Geographically

Drive Organic Growth

Other:

2. Please expand on your selection(s) above with any information that would be helpful in the development of your personalized Client Promise plan:

Enhance Business Continuity / Stability

Address Supplier / Vendor Risks

Claims Management

Control / Reduce Total Cost of Risk

Explore Alternative Risk Financing Options

Identify / Address Uninsured Risks

Elevate Employee or Manager Training

Global Coordination

Change Insurance Companies / Other Providers

Other:

3. What are your most significant risk management & insurance goals? (Select up to 5)

4. Please expand on your selection(s) above with any information that would be helpful in the development of your personalized Client Promise plan:

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5. How important are the following elements of the Client Promise to you and your company?

Comprehensive understanding of the full cost of risks, rather than just the size of the premium

IMPORTANCE RANK

1 2 3 4 5 6 7 8 9 10

A program bringing the right combination of flexible solutions for your unique priorities

A local team who know your business, and can bring you any specialists you need

The most appropriate insurer for your business and confidence in their ability to perform

Innovative solutions for existing and new risks

A broking/risk partner who is powerful enough to promote and defend your interests

Accurate benchmarking of your risk program and insurance costs compared to peers

Service from a team who deliver what you need when and where you need it

Confidence your broker is really listening and changing what they do as a result

A risk/insurance program that adds value to your business, at a fair price

6. How well are we performing against our Client Promise elements?

Comprehensive understanding of the full cost of risks, rather than just the size of the premium

1 = Not at all Well 10 = Extremely Well

1 2 3 4 5 6 7 8 9 10

A program bringing the right combination of flexible solutions for your unique priorities

A local team who know your business, and can bring you any specialists you need

The most appropriate insurer for your business and confidence in their ability to perform

Innovative solutions for existing and new risks

A broking/risk partner who is powerful enough to promote and defend your interests

Accurate benchmarking of your risk program and insurance costs compared to peers

Service from a team who deliver what you need when and where you need it

Confidence your broker is really listening and changing what they do as a result

A risk/insurance program that adds value to your business, at a fair price

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7. How pleased are you with our client service in the following areas?

Meeting frequency

1 = Not at all Well 10 = Extremely Well

1 2 3 4 5 6 7 8 9 10

Prompt follow up and closure on requests

Coordination of requests

Timely policy and coverage information

Accurate policy and coverage information

Claims Support

How pleased are you with our client service in the following areas?

How likely would you be to recommend us to a peer or colleague?

1 = Low 10 = High

1 2 3 4 5 6 7 8 9 10

8. What is the primary reason for the score you just gave us?

9. What is the most important improvement we can make to provide you with better service?

10. Thank you for completing our assessment. Your feedback will be used to tailor our service to better meet your needs. If you have any closing comments, please enter them in the space below.