Velcro USA Inc. 95 Sundial Avenue Manchester, NH 03103 USA Tel: (+1) 603 669 4880 MARAH FUNDER Director of Marketing & Communications [email protected] | 617-658-7141 | LinkedIn Marah manages many of the logistics for our marketing and social media initiatives while simultaneously dedicating most of her time to creating deliverables for our clients to use in their employee education efforts. Marah advises our clients on how to best connect with their unique populations, before drafting, designing, and deploying the discussed benefits-related employee communications. She joined EBS in 2016 with 8 years of management, operations, and social media marketing experience. She blends her graphic design expertise with her marketing and management background to create a full-service experience for EBS clients. CHELSEY COVITZ Underwriting & Analytics Consultant [email protected] | 617-658-7130 | LinkedIn As the Underwriting & Analytics Consultant at EBS, Chelsey is responsible for assisting with new business and retention efforts with emphasis on advising clients on their claims experience and the impact on their rates. Chelsey’s focus is in the areas of medical claims review, claims reporting, underwriting, rate projections, and other financial analysis that helps to educate our clients on the logic behind their current rates and possible solutions to improve them. Chelsey stepped into this role after 4 years as a Senior Benefit Analyst with EBS. Prior to joining EBS, Chelsey worked with Sapers & Wallack as a Benefit Analyst. 3. Discuss any impending changes in your organization that could impact the delivery of services. The only current or impending changes to our organization is that we are actively hiring and creating new roles within our company. We have been steadily growing the team for the past several years and plan to continue to expand our team in the coming years. This growth has allowed us to provide additional services and better support for our clients. As new trends emerge in Health & Welfare EBS can bring on Subject Matter Experts as needed (e.g. Subject Matter Expert on Leave Management). 4. Provide proof that your company carries Errors and Omissions insurance coverage. Please see exhibit A for our proof of Errors and Omissions insurance coverage. YOUR PRACTICE 5. Describe how employee benefits are structured within your firm. We utilize a team approach to service our clients. We have a three person day to day service team that serves as your point of contact and will assist with coverage specific questions, renewals and anything else related to the day to day occurrences with your benefits. Our teams are lead by a Senior Partner who is responsible for managing client relationships, overall strategy and aligning EBS resources to accommodate our clients’ needs. Working alongside the Senior Partner is a consultant that answers client questions, possesses a deep understanding of the clients’ benefit 5