Building A Strong Risk Management Platform for Your

Building A Strong Risk Management Platform for Your Clients Kevin Collins, Professional Liability

Running A Strong Risk Management Platform for Your Clients Your Roadmap • Start at the beginning: Positioning YOU • Establishing the Framework • What is SORM? • A Pictorial Walk through the Web • Positioning the Need • Compete the Framework Victor O. Schinnerer & Company, Inc. October 21, 2021 1

Building A Strong Risk Management Platform for Your Clients How about some self-evaluation? Psychotherapy Anyone? • Does your agency provide or procure? – Contract Reviews? – In-House Seminars or Webinars? – Written pieces on current risk or firm needs? – 24/7 Access to Continuing Education? • Your Clients Continuing Education – Where do they get it? – Why do they do it? – What don’t they have? – How can you assist? • Do your clients perceive a true value to the need? Victor O. Schinnerer & Company, Inc. October 21, 2021 2

Building A Strong Risk Management Program for Your Client Victor O. Schinnerer & Company, Inc. October 21, 2021 3

The Schinnerer School of Risk Management Victor O. Schinnerer & Company, Inc. October 21, 2021 4

Managing Your Project Victor O. Schinnerer & Company, Inc. October 21, 2021 5

Running Your Firm Victor O. Schinnerer & Company, Inc. October 21, 2021 6

The Schinnerer School of Risk Management Victor O. Schinnerer & Company, Inc. October 21, 2021 7

Continuing Education The Value Proposition Victor O. Schinnerer & Company, Inc. October 21, 2021 8

Building A Strong Program Victor O. Schinnerer & Company, Inc. October 21, 2021 9

Building A Strong Program Victor O. Schinnerer & Company, Inc. October 21, 2021 10

Building A Strong Program Victor O. Schinnerer & Company, Inc. October 21, 2021 11

Building A Strong Program Victor O. Schinnerer & Company, Inc. October 21, 2021 12

Building A Strong Program Victor O. Schinnerer & Company, Inc. October 21, 2021 13

Building A Strong Risk Management Program for Your Client Why should you care? There is never enough opportunity to provide a real savings to your clients outside of the policy process There is never enough opportunity to build a client base connected on the basis of service and not price There is never enough opportunity to create a stronger bond to your client deeper within the organization Victor O. Schinnerer & Company, Inc. October 21, 2021 14

Registration Is Easy! How do I start helping my clients? Victor O. Schinnerer & Company, Inc. October 21, 2021 15

We Have A Video For That…. Just a Suggestion Victor O. Schinnerer & Company, Inc. October 21, 2021 16

Let Me Answer Your Questions? Wait, I’m an underwriter, let me try not to confuse you. • What is it? • Does my client pay for it? • How do they access it? Set up individually or at the firm level? • Can I get CE credit for courses? • When is the continuing education available? • Are the courses approved? • What happened to VEP? Or maybe we should ask – what in the world is VEP? • Are there any large firm specific changes that are available to better serve the more sophisticated client? • Tell me what I forgot…. . I am an underwriter Victor O. Schinnerer & Company, Inc. October 21, 2021 17

Thank You For Your Business! Victor O. Schinnerer & Company, Inc. October 21, 2021 18

Victor O. Schinnerer & Company, Inc.