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# <br />ACTIVITY <br />Update insurable values <br />1ST YR, <br />INCLUDED <br />Provide an insurance policy <br />notebook which contains all <br />policies and a sumnury of <br />coverages <br />Provide a complete accouraing <br />of commissions earned (direct <br />and contingent) on the account INCLUDED <br />Review and explain all coverage <br />changes including implications anl <br />iKw requirements INCLUDED <br />Prepare a cumulative five year <br />Premium and loss record INCUJDFD <br />Assisi in minimizing premiums <br />(reviewing and auditing rating <br />basts, formulas, etc.)INCU^DED <br />Attend Risk Control/Safety <br />Committee meetings as needed INCLUDED <br />2ND YR. <br />INCLUDED <br />INCLUDED <br />INCLUDED <br />INCLUDED <br />LNCLUDED <br />INCLUDED <br />3RD-YR. <br />INCLUDED <br />INCLUDED <br />INCLUDED <br />INCLUDED <br />INCLUDED <br />INCIUDED <br />INCLUDED <br />♦Assume the insurance and premium summary is accurate. Assume insurance is either placed net of <br />commissions and services, or on commission offset fees. Assume that a minimum three-year agent <br />of record relationship is anticipated except for unsatisfactory service or changing uncompetitive fee. <br />Date: /?7-ji-