RE: home care insurance renewal

Tim,

Great to e-meet you!

Can you please provide us with copies of the policies placed in Canada so we can complete an audit of the program?

In addition, if loss runs are available, can you please provide those as well.

Best,

Mitch Siech
Senior Risk Analyst
Private Equity | Family Office | M&A
Brown & Brown Risk Solutions

mitchel.siech@bbrown.com<mailto:mitchel.siech@bbrown.com>
C. (319) 883-0068

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Sandy Springs, GA 30328
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From: Timothy Thomas <tt@thekey.com<mailto:tt@thekey.com>>
Date: June 12, 2023 at 9:23:40 AM EDT
To: Jackson Bender <Jackson.Bender@bbrown.com<mailto:Jackson.Bender@bbrown.com>>
Cc: Mitch Belitz <mitch.belitz@thekey.com<mailto:mitch.belitz@thekey.com>>, Pascal Libersan <PLibersan@optiqueassurances.ca<mailto:PLibersan@optiqueassurances.ca>>
Subject: Fwd: home care insurance renewal

 [External]
Hi Jackson,

Mitch gave me your contact info. I oversee the Canadian division of TheKey.

I'd like to introduce you to our local insurance broker in Quebec, Pascal Libersan. Our Montreal operation is coming up for renewal and Pascal has included a list of questions below.

Best regards,
Tim
From: Pascal Libersan <PLibersan@optiqueassurances.ca<mailto:PLibersan@optiqueassurances.ca>>
Date: Tue, Jun 6, 2023 at 4:36 PM
Subject: home care insurance renewal
To: Tim Thomas <tthomas@thekey.com<mailto:tthomas@thekey.com>>
Cc: Timothy Thomas <tt@thekey.com<mailto:tt@thekey.com>>

Hi Tim and Timothy,

Dont know who can answer questions for Home Care insurance renewal, so I am sending email to both of you.
Its end of August, no rush….

For errors and omissions part, I need those information:

  *   List of all employes, with function including volunteers and trainees
  *   Revenue from last financial year
  *   Revenues projected for current year
  *   About services, any changes ?
  *   Still PAB’s + nurses to provide services
  *   Are you using services from subcontractor ? if yes nature of service
  *   List of your most 4 services required from customer
  *

About the other insurance, for regular liability and contens:

  *   Still have both office
  *   For ste-catherine, 28k of content his ok ?
  *   For lucerne 56k is ok ?

Waiting for your reply

[cid:image006.png@01D99D3E.AB2852A0]

Tim Thomas
Head of Canada Division
Please note my email has changed:
tt@TheKey.com<mailto:tt@thekey.com>
(514) 591-9387
TheKey.ca<https://www.thekey.ca/>
[TheKey]<https://www.thekey.com/>