AMWINS CONNECT

Owners

Goods & Services

Business management services, namely, providing client engagement and sales support management in the field of insurance and benefits plans; business consulting services regarding benefits and insurance, namely, consulting and counseling on the development, cost containment, and risk mitigation of benefits and insurance plans and programs; Insurance marketing organization services, namely, providing business marketing services necessary for the independent insurance brokers to operate their insurance business; Providing new business application services to independent insurance brokers, namely, providing office functions in the nature of administrative processing of insurance applications and forwarding them to insurance carriers; insurance marketing organization services, namely, providing business marketing services necessary for the independent insurance brokers to operate their insurance business; professional business and marketing consultancy services for insurance brokers; business consulting and preparing business reporting on benefits and insurance costs and trends; providing business support staff services in the fields of benefits and insurance call centers and customer and employee support services; marketing services, namely, assisting benefits and insurance brokers with marketing of benefits and insurance services; design and implementation of marketing and promotional programs for others in the field of insurance; providing brokers with access to and use of insurance and benefits plans and technology solutions, namely, technology solutions for human resources support, benefits compliance and online enrollment; association services, namely, promoting the interests of insurance providers and insurance brokers

providing sales training and business operations training for insurance brokers; sales training consultancy

providing business technology support services for independent insurance brokers to operate their insurance business, namely, computer technology support services in the nature of help desk services; providing brokers with temporary use of online nondownloadable software featuring information about insurance and benefit plans and providing solutions for managing benefits compliance and open enrollment