Brown & Brown

BACKGROUND

Briefly describe what your company does and your role there. 

I am the CFO of a construction company

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

to find a company that offers all types of business insurances

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

they provide certificates of insurance for all of our jobs

How many people does your company work with?

2-5

How did you find this provider?

Referral

Why did you choose to work with them?

• Close to my geographic location
• Pricing fits our budget
• They provide good value for the cost
• Referred to me by a trusted source

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

I have had no problems

How does your team communicate with this service provider?

• In-Person Meetings
• Virtual Meetings
• Phone calls
• Email or Messaging App
• Mobile Text Messages

Are there any areas for improvement or something this service provider could have done differently?

cost less

BACKGROUND

Briefly describe what your company does and your role there. 

I am the primary HR support for a company that sells machines, supplies, and machine support, in addition to some manufacturing.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

To cultivate a long term partnership to support our employees needs, offering generous benefits, aligned with business and financial goals.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

Beyond annual renewals, open enrollment presentations and materials, we also receive day to day support on coverage questions or claim issues. Additionally, our dedicated team at Brown & Brown support employee questions directly when our small, 2 person, HR team isn't readily available or the employee is more comfortable speaking with a 3rd party.

How many people does your company work with?

2-5

How did you find this provider?

Referral

Why did you choose to work with them?

• Positive reviews and ratings
• Close to my geographic location
• Great culture fit
• Company values aligned

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

Our employees are satisfied with the benefits they offer and the support they provide. Owner satisfaction with return on cost and ability to remain within budget.

How does your team communicate with this service provider?

• In-Person Meetings
• Virtual Meetings
• Phone calls
• Email or Messaging App

Are there any areas for improvement or something this service provider could have done differently?

Not that I can think of.