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FULL AGENDA PACKET 2021-06-15
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FULL AGENDA PACKET 2021-06-15
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7/19/2021 10:12:11 AM
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City Clerk
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Agenda Packet
Agency
Clerk of the Council
Date
6/15/2021
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• The following outlines services provided by Gallagher over the term of this Agreement: <br />• Use its best efforts to secure the following lines of insurance coverage on Client's behalf: <br />Property. Excess Liability. Fidelity/Crime, Foreign Package. Employment Practices Liability <br />and Underground Storage Tank. <br />• Consult with the City of Santa Ana to formulate a marketing strategy that focuses on <br />delivering a cost-effective risk management strategy and structure based upon current <br />market conditions. <br />• Work with the City of Santa Ana to produce comprehensive underwriting data and criteria <br />for insurance carrier negotiations. <br />• Formally present coverage submissions to agreed upon insurance carrier(s) and negotiate <br />terms on behalf of the City of Santa Ana. <br />• Summarize the results of executing the marketing strategy developed with the City of Santa <br />Ana and communicate program recommendations. <br />• Provide consultation to the City of Santa Ana on exposures, existing coverage, and the <br />desirability and/or feasibility of potential program changes when recommended by <br />Gallagher or when requested by the Client. <br />• Request change endorsements, when requested by the Client or when ntherwise <br />necessary, ensuring accuracy and delivery in a timely manner. <br />• Administration of insurance program, including policy review and issuance, invoicing, <br />coordination and/or issuance of required documentation, i.e., automobile identification <br />cards, certificates of insurance, and other program administration, as required by the Client. <br />• Review accounting and billing data received frorn insurance markets on Client's behalf to <br />ensure accuracy. <br />City Council <br />35 — 9 6/15/2021 <br />P", 1 .f , <br />
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