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Sales and Distribution – Delivering in North America

Delivering in North America

Our approach is to defne enhanced processes that promote greater consistency and streamline broker interactions. Guided by the sole purpose of driving sales and enabling growth strategies with our brokers, this regionally managed strategic path focuses on:

1. Becoming the Market Leader with Select Broker Locations 2. Simplifying our Regional Organization

3. Executing Consistent Sales Practices that Lead to Predictable Sales 4. Zurich HelpPoint for Brokers

Becoming the Market Leader with Select Broker Locations

Zurich aspires to align and expand our relationship with Select Broker locations where the broker wants to grow their business with Zurich. Select Broker locations are identifed according to several performance criteria such as current size and proftability of the book of business they have placed with Zurich and growth potential. Therefore, in order to grow proftably, we will focus our resources on Select Broker locations where we can work productively and to the beneft of mutual customers. Within our agreed upon business appetite, both parties aim to execute to the following commitments:

Annual Business Planning, and quarterly reviews of results with 90-day action plans

Zurich Expectations

Exceptional Service

• Broker advocacy of Zurich value proposition • Access to Zurich customers • Access to Zurich target accounts

Solid business results

• Maintain growth rates above market • Achieve conversion ratios

• Achieve agreed upon performance metrics

Broker Benefts

Dedicated team and resources

• Assigned Business Development Leader • Dedicated Claims liaison • Access to Executive Leadership • Broadest access to products and services • Advance access to new products and campaigns • Exclusive access to Zurich events • Continuing Education programs

Exceptional service

• Priority submission handling • Superior underwriting service

Solid business results

• Exclusive broker carrier planning • Warm leads list

• Quarterly performance reviews