We insure the church, the steeple, the pastor and the people. Presentation to The Ft. Worth Diocese & Anglican Communion Network

Church Asset Management We insure the church, the steeple, the pastor and the people ® Church Asset Management Team  Lorri Cowger  Kip Starnes

Church Asset Management We insure the church, the steeple, the pastor and the people ® Brief History of CAM  Formed in 1989  Focused on providing insurance products and services for churches and related not-for-profit organizations  Partnered with select insurance carriers that also specialize in churches and related organizations

Church Asset Management We insure the church, the steeple, the pastor and the people ® Brief History of CAM continued  16 Licensed sales agents spread across eastern & central US  17 Person licensed customer service department located in St. Louis, MO  Staff includes 1 CPCU, 8 CICs, 9 CISRs, 5 MBAs  Customer retention of 96.24% in 2005

Church Asset Management We insure the church, the steeple, the pastor and the people ® Brief History of CAM continued  $26 Million in written P&C premium  2,800 Customer accounts  8,111 Customer policies  GuideOne’s largest agent in the country

Church Asset Management We insure the church, the steeple, the pastor and the people ® The CAM Sales Process  Professional on-site property and ministry evaluation  Personalized risk management evaluation

Church Asset Management We insure the church, the steeple, the pastor and the people ® The CAM Sales Process continued  Quotes requested from multiple top rated carriers that best meet the needs of each individual prospect  Each church to receive an in person professional presentation (handout)  Sales presentation includes a side by side comparison of coverages that are explained in professional detail

Church Asset Management We insure the church, the steeple, the pastor and the people ® The CAM Sales Process continued  MinistryCheck risk management report (handout)  Instead of focusing on “premiums” we focus on the customer’s coverage needs  We will also work tirelessly to find the most competitive price for each church prospect

Church Asset Management We insure the church, the steeple, the pastor and the people ® Logistics - working with Ft. Worth Diocese  Our customer service creates the feel of a local presence  Depending on your needs & timeline, we will bring in the personnel required to meet with each and every Ft Worth prospect  This personnel will include our most experienced agents and sales management team members

Church Asset Management We insure the church, the steeple, the pastor and the people ® Logistics - working with Ft. Worth Diocese continued  We can quote all prospects at one time or spread over a specified time period  GAP (Group Affiliated Program)  Multiple carriers are ready and very enthusiastic to quote the Diocese

Church Asset Management We insure the church, the steeple, the pastor and the people ® Logistics - working with the ACN  Many diocese offices in the network are located within close proximity to our 16 regional agents  Each diocese would be treated to the same professional sales and risk management process  GAP (Group Affiliated Program)

Church Asset Management We insure the church, the steeple, the pastor and the people ® Logistics - working with the ACN continued  Multiple carriers are ready and very enthusiastic to quote the network  All Diocese are located in areas where we have active and competitive carriers ready and willing to provide quotes

Church Asset Management We insure the church, the steeple, the pastor and the people ® Springfield, IL Diocese Matt Pahde St. Louis, MO Michele Canchola Chicago, IL

Church Asset Management We insure the church, the steeple, the pastor and the people ® Quincy, IL Diocese Matt Pahde St. Louis, MO Michele Canchola Chicago, IL

Church Asset Management We insure the church, the steeple, the pastor and the people ® Albany, NY Diocese Brent Styan Philadelphia, PA

Church Asset Management We insure the church, the steeple, the pastor and the people ® Pittsburgh, PA Diocese Buddy Martin Pittsburgh, PA

Church Asset Management We insure the church, the steeple, the pastor and the people ® South Carolina Diocese Paula Sabo Tampa, FL

Church Asset Management We insure the church, the steeple, the pastor and the people ® Central Florida Diocese Paula Sabo Tampa, FL

Church Asset Management We insure the church, the steeple, the pastor and the people ® Ft. Worth, TX Diocese Kip Starnes St. Louis, MO Lorri Cowger Kansas City, MO

Church Asset Management We insure the church, the steeple, the pastor and the people ® Dallas, TX Diocese Kip Starnes St. Louis, MO Lorri Cowger Kansas City, MO

Church Asset Management We insure the church, the steeple, the pastor and the people ® San Joaquin Diocese Kip Starnes St. Louis, MO Lorri Cowger Kansas City, MO

Church Asset Management We insure the church, the steeple, the pastor and the people ® Rio Grande Diocese Kip Starnes St. Louis, MO Lorri Cowger Kansas City, MO

Church Asset Management We insure the church, the steeple, the pastor and the people ® Other Representation Dave Lehmann St. Louis, MO Brent Finseth Fargo, ND Warren Finseth Central, MN Brian McCormick Minneapolis, MN

Church Asset Management We insure the church, the steeple, the pastor and the people ® Other Representation continued Rob Shinafelt Columbus, OH Joel Richmond Milwaukee, WI Keith Mueller Detroit, MI Bill Deyke Omaha, NE

Church Asset Management We insure the church, the steeple, the pastor and the people ® Customer Service  17 CSRs and support staff  Specializing in churches & not-for-profits  Extensive training and continuing education  Long tenured CSRs  Compensation based on Customer Satisfaction & Retention  We will listen and respond to your Customer Service needs

Church Asset Management We insure the church, the steeple, the pastor and the people ® Competition  Other local & national brokers  Direct Writers  Church Mutual, State Farm, etc.

Church Asset Management We insure the church, the steeple, the pastor and the people ® Claims Processing  CSRs focused and trained to work with church related claims  Insurance carriers that know how to help churches in need  24 hr claims customer service available with most of our insurance carriers

Church Asset Management We insure the church, the steeple, the pastor and the people ® Claims Processing continued  GAP will give you detailed macro level claims data that will help us focus on constructive loss control and risk management  In-house GuideOne claims representative

Church Asset Management We insure the church, the steeple, the pastor and the people ® Closing  Thank You for this opportunity!  We will work extremely hard to earn your business and respect!  You won’t regret the decision to pick CAM to be your Diocese and Network Insurance Broker!   Questions?