Broker/Consultant Overview 1. Please describe the ownership structure of your firm.
• Yates LLC is independently owned, and has grown to become one of the largest independently owned agencies in the Southeast. All of the current stockholders of Yates are employees of the company, and there are no shares held by any outside investors. 2. Please share a mission statement or a similar statement of purpose that will help us better understand your firm. • Yates was founded on the basic principles of knowledge, service and tradition. We are committed to the highest standard of excellence in everything we do, and believe in growing and respecting the relationship with each client and carrier. Our firm believes strongly in sustaining a highly ethical, moral and caring culture. We strive to be the premier insurance agency in the market, and our goal each day is to do our best.
3. What is the total approximate number of employee benefits clients you serve? • Yates is proud to serve over 250 employee benefits clients of many different sizes in a wide variety of industries.
4. How many companies of similar size to our firm do you serve?
• We currently serve approximately 25 groups of similar size to Columbus Hospice.
5. How many companies in our industry (non-profit and for profit) do you serve?
• Yates currently partners with many different groups in the healthcare industry. We would be glad to provide references for some of these similar companies upon request.
6. Are there any financial or legal concerns with your firm we should be aware of?
• Yates has no financial or legal concerns to disclose. It is also important to note that our firm currently operates with no debt.
7. Please confirm you agree to full transparency of commissions and other payments from carriers.
• Our agency agrees to full transparency of commissions and to disclose any and all compensation received for services.
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