Columbus Hospice RFP Response from Yates

Introductory Statement

July 16 th , 2024

Carla Martin Human Resources Director Columbus Hospice Inc. 7020 Moon Road Columbus, Georgia 31909

Dear Carla:

We are extremely pleased to have the opportunity to discuss your insurance brokerage relationship and employee benefits insurance needs. The combination of market uncertainty and rising insurance costs concerns has driven many companies to review their options, and in many cases change brokers. Yates has been extremely successful in establishing new client relationships in this turbulent environment given our unique value proposition. Our success comes from our ability to deliver the right combination of people, size, financial strength, expertise, marketing, and resources that add real value to our clients’ risk management processes. Our formula for success is straightforward:  Our ownership structure, business model and culture are unique to the insurance brokerage business, which affords us a distinct and sustainable competitive advantage in our market.  Consequently, we attract and retain the very best technical professionals in our business that are accountable, passionate, and committed to achieving the best results for our clients on a continuous basis.  As a result, we have one of the industry’s leading client retention rates which is the ultimate measure of success in our business.

Dedicated, experienced professionals who understand your business operating in a unique, healthy, and energetic environment produce extraordinary results. We would very much like the opportunity to demonstrate our commitment to your company.

Throughout this document, we will illustrate the many value points and distinct

differences that make Yates a great partner for Columbus Hospice.

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