Corporate Profile 0017 Prepare Negotiate Implement Service We have proven methodologies developed through practical experience. While each engagement is unique, the stages below outline our process which we adapt for each engagement. This is how we deliver the best outcomes for our clients. Prepare Implement » NDAs completed » Formalise and review final (binding) terms » Kick off call/meeting » Satisfy/negotiate condition precedents » Written ‘Discussion List’ scoping the key coverage » Finalise program and present program options items and any potential challenges » Execute warranties » Prepare information submission » Bind cover » Present go to market strategy Service Negotiate » Send invoice » Insurance underwriter presentation (zoom/in » Introduce claims process person) » Schedule post placement debrief » Negotiate non-binding indications of coverage and » Schedule pre renewal call/meeting premium terms (“NBI”) » Present NBI report and recommendation » Negotiate any additional options (coverage or limits)
PSCIB Harvest Template 2022 Page 16 Page 18