Van Beurden Insurance Services, Inc.

BACKGROUND

Briefly describe what your company does and your role there. 

Retail store. I am the Director of Finance.

OPPORTUNITY / CHALLENGE

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

To ensure we had adequate coverage for an appropriate cost.

SOLUTION

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

Business insurance to start. Now branching out to include employee benefits insurance (medical, dental, vision, etc.)

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
• Referred to me by a trusted source

RESULTS & FEEDBACK

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

Reduced rates over other brokers/direct suppliers. Better offerings to our employees.

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?

Not sure...still too new here to assess but we seem to have a very positive relationship, and they are very responsive.