Employee Benefits Areas of Specialization: Medical Plans • Insured Indemnity Plans • (POS) Plans • (HMO) Plans • (PPO) Plans • High-Deductible Health Plans • Self-Insured Plans • Fully-Insured Plans • Minimum Premium Plans Other Employee Benefits Plans • Dental Plans • Short-Term Disability • Long-Term Disability • Vision • Group Life/AD&D • Section 125 Plans • Travel Accident • Special Risk Coverage Voluntary Plans • Dental • Vision • Disability • Life/AD&D • Long-Term Care • Group Auto • Group Legal Five-Star Service: We pride ourselves on the level of knowledge and service we bring to our clients. All of our clients are assigned a team of specialists dedicated to serving their needs. Each client accesses our team through a single point of contact, making working with us seamless and easy. Insurance Market Access: We provide access to virtually all insurance and administration markets. National Affiliations: In addition to our own talented professionals and specialized value-added services, we have a wealth of resources available to us through several national affiliations such as NFP and ZyWave Partners. Strategic Planning: We will develop a customized strategic plan for you that defines objectives and outlines the actions needed to fulfill those objectives. Our services ensure an organized, complete approach to fulfilling your benefits needs. Technology: We use leading-edge technology to provide our customers with the latest data analysis, as well as legislative, communication, and human resources administration tools. Data Analysis: Using employee claims data from your carrier or TPA, our team analyzes your data and shows how and where to adjust your plan design to save money. We can even model recommended changes to show you the potential savings. Legislative Guides: Included with your client portal, our Legislative Guides provide comprehensive information about federal We are an employee focused company who puts our clients first with effective communication and dedication to the following core values: • Individual Accountability • Absolute Determination • Exceptional Teamwork To advise and counsel existing and potential clients on how to creatively protect their assets and maintain financial stability by transfer of risk through insurance products, while creating a stable and ethical family oriented work environment. Our vision is to always deliver more than what our clients and employees expect. We will do our best every day to bring our clients quality service, professional advice and fair pricing to make their business successful. Our Core Values Our Mission Our Vision Employee Benefits Services Snapshot Our Locations Bowling Green, KY P: 270.781.2020 Owensboro, KY P: 270.685.5581 Franklin, TN P: 615.261.1900 Lexington, KY P: 859.263.2771 Jon Carroll P: 859-977-5588 F: 859-977-5589 E: [email protected]Website: www.vanmeterins.com Headquartered in Bowling Green, KY 7 Locations throughout Kentucky and Tennessee Staff of 221+ employees handling over $475 million in annual premiums Full Range of Brokerage services include: Employee Benefits Property & Casualty Financial & Retirement Personal Lines Provide access to virtually all insurance and administration markets Excel locally through community involvement and position of leadership Possess national presence and exposure through a variety of prestigious memberships and affiliations Largest 100% employee-owned ESOP in the United States 2013 Insurance Journal Ranked HIG 27 th largest privately-held insurance brokerage in the United States
Other Employee Benefits Plans• Dental Plans• Short-Term Disability• Long-Term Disability• Vision• Group Life/AD&D• Section 125 Plans• Travel Accident• Special Risk Coverage
Voluntary Plans• Dental• Vision• Disability• Life/AD&D• Long-Term Care• Group Auto• Group Legal
Five-Star Service:We pride ourselves on the level of knowledge and service we bring to our clients. All of our clients are assigned a team of specialists dedicated to serving their needs. Each client accesses our team through a single point of contact, making working with us seamless and easy.
Insurance Market Access: We provide access to virtually all insurance and administration markets.
National Affiliations:In addition to our own talented professionals and specialized value-added services, we have a wealth of resources available to us through several national affiliations such as NFP and ZyWave Partners.
Strategic Planning:We will develop a customized strategic plan for you that defines objectives and outlines the actions needed to fulfill those objectives. Our services ensure an organized, complete approach to fulfilling your benefits needs.
Technology:We use leading-edge technology to provide our customers with the latest data analysis, as well as legislative, communication, and human resources administration tools.
Data Analysis:Using employee claims data from your carrier or TPA, our team analyzes your data and shows how and where to adjust your plan design to save money. We can even model recommended changes to show you the potential savings.
Legislative Guides:Included with your client portal, our Legislative Guides provide comprehensive information about federal legislation such as COBRA, HIPAA, HIPAA Privacy, ARRA, FMLA, Section 125 and Medicare Part D.
HRconnection:HRconnection is available to you. This client intranet tool is a complete employee communication system that helps you increase productivity, streamline processes, improve communication and save money for your Human Resources department.
We are an employee focused company who puts our clients first with effective communication and dedication to the following core values:
To advise and counsel existing and potential clients on how to creatively protect their assets and maintain financial stability by transfer of risk through insurance products, while creating a stable and ethical family oriented work environment.
Our vision is to always deliver more than what our clients and employees expect. We will do our best every day to bring our clients quality service, professional advice and fair pricing to make their business successful.
Coverage• Umbrella Coverage• Professional Coverage• Large Deductible & Retro
Programs• Captives.• Surety Bonds
Insurance Market Access: We provide access to virtually all insurance and administration markets.
Loss Control Strategies:Our mission is to help you to reduce your total cost of risk, including insurance costs, and promote continuous improvement in safety. We can achieve this by providing strategic planning, program development and execution through loss control evaluation, preventive action planning and active safety program support.
Cost Containment Resources:Our claims cost containment resources will help you minimize losses and protect your bottom line. This includes proper reporting, accident investigation, implementing a return to work program, educating employees and more.
Risk Management Plans:We have customized risk management plans available for your company to minimize your risks and ensure that your employees stay healthy on the job.
Stay Virtually Connected:We deliver documents on command and have OSHA recordkeeping capabilities. These tools allow you to access and share valuable resources, including employee newsletters, industry resources and connecting to peers in your industry.
Consistent Service Model:The consistency of great customer service is a luxury you won’t find by working with multiple brokers. Plus, by placing your benefits and P&C business with us, you’ll have access to our full range of tools and resources, including legislative guides, claims analysis, an employee portal Web site, online OSHA reporting and more.
Elimination of Coverage Gaps:By managing all your lines of coverage, we can ensure that you have no coverage gaps. With multiple brokers, they often take the stance that “the other broker has it covered” – leaving you vulnerable without even knowing it. Also, we’ll make sure that you’re only paying for coverage that you need.
Safety Programs:Safety Culture = Risk Reduction. We understand this and have created safety programs for your employees to reduce their risk of injury.
Personal Lines:Our experienced Personal Lines department at VMI will help you evaluate your personal insurance needs and make sure you have adequate coverage at the best price. We also offer a full range of personal lines coverage, including home, auto and life, excess liability as well as specialty lines.
Van Meter P&C Philosophy:“The customer’s claim is Our claim.”
Our agency can help you manage the four steps in risk management – identifying risks, hazards and exposures; transferring risks; eliminating certain risks; and managing risks. Since insurance coverage is only part of the risk management process, we have tools to implement risk reduction strategies for your business and we’re eager to share them with you.
Risk Placement/Marketing
Safety – Loss Control -
Ergonomics
Claims Mitigation
Cost Containment
and Forecasting
Property & Casualty
Headquartered in Bowling Green, KY
7 Locations throughout Kentucky and Tennessee
Staff of 221+ employees handling
over $475 million in annual premiums
Full Range of Brokerage services include:
Employee BenefitsProperty & Casualty
Financial & Retirement Personal Lines
Provide access to virtually all insurance and
administration markets
Excel locally through community involvement
and position of leadership
Possess national presence and exposure through a
variety of prestigious memberships and
affiliations
Largest 100% employee-owned ESOP in the United
States
2013 Insurance Journal Ranked HIG 27th largest privately-held insurance brokerage in the United
