SAMPLE VALUE ADDED SERVICES MENU

Commercial Lines

Establish safety committee that meets monthly. Establish and implement safe lifting standards. Conduct driver safety classes. Conduct account reviews with team. Attend safety committee meetings. Conduct employee training. Design customized workplace safety initiatives. Establish emergency medical procedure. Create standards for improving security and monitoring visitors. Conduct scheduled reserve analysis with underwriters. Semi-annual Risk Management Workshops. Quarterly Client Roundtables. Monthly Electronic Client Newsletter. Annual Client Picnic. Needs assessment updates. Claims Reviews. Participate in client charity drive. Conduct on-site visit with underwriter.	Monthly Progress Reports Work with carriers and clients to create needed risk management program templates. Conduct specialized training safety committees. Establish workplace safety incentive programs. Create and supply accident-reporting kits for vehicles. Send weekly “check-in” emails to the safety program coordinators. Post claims hot-line number in all client offices. Attend Client Association Meetings and Industry annual convention. Maintain clipping file and forward as appropriate. Request referrals. Update and rehearse crisis management plans. Send Birthday Cards and Holiday Cards to all Clients. Conduct a Detailed Client Survey once/Year with all Clients. Send Service Letter, Make Service Call, or Send Greeting Card for non-contact months. Send pre-approach letter and other correspondence.