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About Lockton
Lockton
diferentiators
Top 3 competitive • 20%-30% more invested in “front-end”
advantages • More than two times organic • Committed to excellence client service
growth of nearest global • Ethics and integrity • Stable, senior teams learn and know
competitor your business
01 • 96% client retention loyalty • Associates most valuable asset • Easy client access to experts
• Make recognizable difference in client’s
• Client advocates accountable for
• We do what we say we will do
PHILOSOPHIES business through innovative solutions providing resources and services to
• Social/civic responsibility clients
ORGANIC FLAT
02 GROWTH PHILOSOPHIES ORGANIZATION
PRIVATE AND INDEPENDENT
CLIENT TEAMS PRIVATE AND CULTURE
03 MAKE DECISIONS INDEPENDENT
FLAT ORGANIZATION • Empowered and accountable client • Focus on clients, not investors and • Rewards initiative/
advocates analysts responsiveness
• Resources allocated locally • Long-term decision-making = stability • Sense of urgency/
• No “permission from headquarters” • Flexible and responsive entrepreneurial partnership
required culture • WE LIVE SERVICE!®
• Speedy answers • Passion for service • Open
• Broking authority remains with client • Client advocates retain ownership and communication
service team responsibility for their clients • Teamwork
• Strong market relationships
Valley Oaks Health — Lockton Total Rewards Practice overview 7 Lockton Companies
Lockton
diferentiators
Top 3 competitive • 20%-30% more invested in “front-end”
advantages • More than two times organic • Committed to excellence client service
growth of nearest global • Ethics and integrity • Stable, senior teams learn and know
competitor your business
01 • 96% client retention loyalty • Associates most valuable asset • Easy client access to experts
• Make recognizable difference in client’s
• Client advocates accountable for
• We do what we say we will do
PHILOSOPHIES business through innovative solutions providing resources and services to
• Social/civic responsibility clients
ORGANIC FLAT
02 GROWTH PHILOSOPHIES ORGANIZATION
PRIVATE AND INDEPENDENT
CLIENT TEAMS PRIVATE AND CULTURE
03 MAKE DECISIONS INDEPENDENT
FLAT ORGANIZATION • Empowered and accountable client • Focus on clients, not investors and • Rewards initiative/
advocates analysts responsiveness
• Resources allocated locally • Long-term decision-making = stability • Sense of urgency/
• No “permission from headquarters” • Flexible and responsive entrepreneurial partnership
required culture • WE LIVE SERVICE!®
• Speedy answers • Passion for service • Open
• Broking authority remains with client • Client advocates retain ownership and communication
service team responsibility for their clients • Teamwork
• Strong market relationships
Valley Oaks Health — Lockton Total Rewards Practice overview 7 Lockton Companies
