Page 5 - The Arc SF RFP 10.18

Filice Insurance RFP Response - 2018

8. Are there any Carriers in our market(s) that you do not have access to?

Filice is proud to be recognized as a Platinum/Premier Partner with all the major medical carriers,
including Kaiser, Aetna, Blue Shield, Cigna, United Healthcare, Anthem, Health Net, Western Health

Advantage, Sutter Health Plus as well as several Stop Loss Carriers and Captives. Furthermore, we

are licensed with all life, disability, supplemental health and dental insurance carriers in California
and the U.S. Because of our large volume of business, Filice has premier status with all the carriers.
Premier status provides us with superior negotiating power and faster response times from carri-

ers, effectively allowing us to better service our clients.

Filice Insurance also sits on most of the carriers’ advisory boards and provides industry and market

feedback to the carriers, so the carriers can use this information to develop new strategies, prod-
ucts and support for clients.

9. Please describe your commission and/or fee structure.

Filice works with clients on both a consulting fee and commission basis. We are indifferent to the
model of compensation and are willing to work with our client on the model that best works for

them. If a fixed consulting fee is of interest, we would want to gain a better understanding of the
scope of services desired before committing to an annual dollar amount. For clients your size we

most typically receive standard commissions from the carriers.

10. Provide the name and contact information of your CEO and the person at your company that
will act as our account manager.

President and CEO – Dan Michelini dmichelini@filice.com

Due to timing of a successful RFP confirmation we typically do not assign Account Managers in ad-
vance. We also feel it’s important to understand the personalities, preferences and general opera-

tions in order to assign a Client Service Manager that will best meet the needs of the client. You will
find a general bio of our CSMs in the following section

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