Table of Content

Header
Why Partner with NFP
People and Data
Innovating Insurance
1. What we do.
2. Better.
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Dynamic Access
1. Analytics.
2. Program Review
3. Risk Analytics.
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5. Construction Insights.
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7. People Analytics.
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9. Portfolio Management.
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Full Visibility.
1. Access.
2. Calendaring.
3. The Vault.
4. Dashboards.
5. Enterprise Solution.
6. One Place.
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8. Workers Comp Example
AI at NFP
1. Business Accelerator.
2. Action.
3. Data and Strategy.
4. People-Powered, AI-Fueled.
5. Why It Matters for You.
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A People-First Company
1. Lead In Content
2. Profiles Row 1
3. Profiles Row 2
4. Profiles Row 3
5. Profiles Row 4
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Your Voice.
1. What We Heard.
2. About You.
3. Red Flag #1
4. Red Flag #2
5. Red Flag #3
6. Your Risk Analytics.
7. menu for pwbi
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Our Insights.
1. Your Risk Analytics.
2. menu for pwbi
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Capabilities - Property and Casualty
1. Client Offerings
2. National Practices
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4. Captive
5. Claims
6. Construction and Infrastructure
7. Environmental
8. Management, Cyber, and Professional Liability
9. Private Equity
10. Real Estate
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Aon Tool Video - Limit Modeler on Dynamic Page
Dynamic: Property
Dynamic: Casualty
Insights Premium
Insights Diagnostic
Insights Claims
Insights Actuarial
Capabilities - Employee Benefits
1. Consulting Model.
2. The Process.
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4. Brokering.
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6. Cost Containment and Clinical Solutions.
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8. Compliance.
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10. Well-Being and Engagement.
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12. Benefits Administration & HR Services.
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14. Centers of Excellence
15. RX COE.
16. Stop Loss COE
17. Voluntary Benefits COE
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Dynamic: Construction Value
Dynamic: Construction Safety
Dynamic: Construction Claims
Thank You
1. Next Steps
Footer

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Why Us
Why Today
Why Tomorrow

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Built by People
Backed by Data
Ready for What's Next

Innovating Insurance

The organizations that will be most successful in the future are the ones who make the best use of data, and which are able to ingest, store, analyze and act on new data at speed and scale.

We built a strategy and platform around a core belief: that data and technology, when aligned with intent, become tools for solving problems. This belief drives our commitment to helping clients become better informed, better advised, and empowered to make better decisions.

Better Informed.

Advancements in technology are transforming how decisions are made—bringing speed, precision, and deeper insight. But no single technology can solve for every risk. That is why we do not rely on one. At NFP, we have built a flexible ecosystem that brings together best in-class solutions organized in one place: NFPConnect.

Innovation Lab

Since launching in 2018, NFP’s Innovation Lab has sourced and evaluated hundreds of startups, giving us a front-row seat to the most promising ideas in the market. We’ve done the research, we know the landscape, and we actively partner with bold problem solvers—integrating their solutions into our ecosystem to ensure a seamless, high-impact user experience. Our approach is deliberate, data-driven, and always focused on delivering what matters most to our clients.

Better Advised.

Data is only powerful if you know what to do with it. At NFP, our experts combine deep experience with sharp analytics to uncover the story behind the numbers. Because having all the data doesn’t help if you can’t pull insights—and even the smartest minds need the right data to go further. We bring both.

135 Billion Lines of Live Data

Access to the largest structured dataset in the industry, our insights are not just faster—they’re deeper, smarter, and more actionable than ever. Our clients benefit from Aon's billion-dollar investment in technology and digital capabilities providing access to over 135 billion lines of live data.

Local Service with Global Reach

With 60,000 colleagues across 120 countries, your NFP advisor can curate the support and services that best fit your organization's needs.

Better Decisions.

Our dashboards and platforms put insights directly in your hands, so you can dig in, ask questions, and uncover what matters most. Backed by our team’s expertise, our approach puts you in a position to make smarter decisions with confidence and clarity.

Property & Casualty

Whether it’s understanding your total cost of risk, evaluating coverage scenarios, or planning for renewals, we equip you with the tools to make informed decisions with speed and certainty. With us, you’re not just reacting to risk—you’re anticipating it.

Health & Benefits

From cost modeling to engagement trends, we help you stay ahead of what’s next—so you can plan confidently, communicate effectively, and drive outcomes that matter. With us, you’re not just managing benefits—you’re shaping a healthier, more resilient workforce.

Dynamic Access to Data

Our platform opens the black box, giving you full visibility into your data so you can plan, budget, and act with confidence. Drill in, get the insights that matter, and stay aligned across your team—no surprises, just smarter decisions.

Dynamic dashboards and analytics tailored to your needs. Drill into what matters most, configure views to match your priorities, and enrich insights with your own or third-party data. These tools are starting points—built on NFP best practices but shaped around your goals—so you can make confident, data-driven decisions.

Program & Risk Review.

Premium Overview

Program Diagnostic

Property Forecasting

Our proprietary Cat Risk Model provides a comprehensive analysis of possible seismic events through an Exceedance Probability (EP) analysis, estimating mean loss and standard deviation for each event.

Optimization

Our Auto Liability, Workers’ Compensation, and General Liability Loss Projections tool models potential loss and ALAE outcomes for the upcoming policy period resulting in 50,000 simulations.

Limit Modeler

Designed to provide guidance when setting limits by offering visibility into what other companies like you are purchasing.

Construction & Infrastructure.

Projections

This dashboard provides an overview of the key financial metrics for the project portfolio.

Safety

This dashboard provides a comprehensive snapshot of key stats, program performance, and safety insights to help you monitor and optimize your program's effectiveness.

Claims

The Actuarial Loss Projection Model Dashboard offers detailed forecasts of potential claims costs and financial impact. It leverages advanced modeling to provide valuable insights into future losses, helping you assess risk and make informed decisions to manage your program effectively.

People.

Population Dynamics

Interactive dashboard reveals workforce demographics to guide smarter benefits and risk management decisions.

Healthcare Intelligence

Our proprietary TPNet Transparency solution powers smarter healthcare decisions by combining pricing, quality, and claims data into one powerful tool.

Comparative Analysis

Our proprietary PlanScore delivers competitive insights and comparisons to drive strategic, data-informed benefits planning.

Portfolio Management.

Visibility. Risk Intelligence.

At NFP, we equip your portfolio management team with a clear line of sight into risk exposures and the insurance products protecting each of your portfolio companies. Our integrated platform provides transparency across your portfolio—highlighting coverage in place, limits of liability, carrier relationships, and soon, an Insurance Policy Score to benchmark protection levels. With NFP, private equity firms gain the clarity and confidence needed to manage risk and optimize value across their investments.

A Smarter Ecosystem for a Seamless Experience

Stay aligned, informed, and in control. NFP Connect gives you on-demand access to your entire benefits eco-system. It's transparency, without the hassle. It's your world - connected, clear, always on.

Tiles That Know You.

Smart shortcuts to your trusted solutions

Managing carriers, vendors, point solutions, and thought leadership can be overwhelming. NFP Connect organizes it all in one place—giving you streamlined access to everything you need. We don’t believe in one-size-fits-all platforms. Instead, we’ve built a flexible construct that supports the ecosystem that works best for you. It’s all about choice, clarity, and control—without the chaos.

Milestones, Managed.

Compliance & Renewals, Simplified

Keeping track of compliance milestones, renewal timelines, and service tasks is complex—and often fragmented. NFP Connect integrates directly with Microsoft Planner, ensuring that all parties are working from the same calendar, updated in real time as things change. While we can’t prevent change, we can make sure everyone stays aligned. This means fewer surprises, smoother workflows, and better outcomes.

No Desk Required

On-Demand Access, Anywhere

In today’s work-from-anywhere world, you need secure, instant access to policies, documents, and communications. That’s where The Vault comes in. It’s your centralized hub for secure information exchange and document storage. Whether you're adding new team members or collaborating across departments, The Vault ensures consistent service and shared knowledge—without missing a beat.

Black Box to Glass Box

Transparency. Intelligence. Empowerment.

In a world where data is power, your client portal puts that power directly in your hands. Gone are the days of waiting for updates or wondering what’s happening behind the scenes. With dynamic dashboards, real-time analytics, and intuitive navigation, our platform transforms complexity into clarity. Whether you're tracking claims, reviewing coverage, or forecasting risk, you’re no longer in the dark—you’re in command. This is transparency redefined. This is your data, your way.

Unified. Informed. Ready.

Enterprise-Wide Consistency & Insight

With unified access to data and tools, NFP Connect gives you a sharper lens on your organization—making it easier to understand total cost of risk, manage budgets, and uncover opportunities. By connecting the dots across your ecosystem, it empowers faster decisions and a more strategic view of what’s ahead. It’s not just about efficiency—it’s about unlocking real, measurable value.

One Place.

Organized. Accessible. Easy.

The NFP Connect client portal exemplifies NFP's dedication to enriching the customer experience by providing a comprehensive and user-friendly platform for managing your insurance and benefits programs.

Workers Compensation Exposure and Management

AI at NFP

Ready to Deliver.

We’ve done the work. We’ve built the foundation. Now we’re bringing the power of AI to our people—and to you.

NFP has been leaning into smarter tech to make how we work—and how we serve—better and faster. Through our Digital Transformation Strategy and the launch of NFP Connect, we’ve unified our systems, streamlined our data, and created a platform built for scale.

From Digital Transformation to AI Activation.

AI in Action: Faster, Smarter, More Connected.

We’re embedding AI across our operations to:

Automate routine tasks and reduce friction
Deliver faster, more accurate insights
Enhance client experiences with personalization at scale
Support smarter planning and decision-making

This isn’t about replacing people. It’s about fueling our people with tools that help them do more, better.

We believe that before you can have an AI strategy, you need a data strategy. That’s why we’ve focused on building the infrastructure to:

Obtain the right data
Organize it intelligently
Analyze it meaningfully
Assess it at speed and scale

Data First, Strategy Always.

People-Powered, AI-Fueled.

AI won’t replace people. But the people who don’t use AI will be replaced by those who do. At NFP, we’re empowering our teams with the tools and training to lead with intelligence—human and artificial.

Our clients benefit from the same: smarter strategies, faster answers, and a partner who’s ready to move.

You need a partner who’s not just talking about AI—but using it to solve real problems.

With NFP, you get:

A clear plan
A proven platform
A team that’s ready

Why It Matters for You.

We’re not waiting for the future. We’re delivering it—together.

A People-First Company

We’re more than tech and data—we’re people. The real magic happens when curious, creative minds come together to solve tough problems. We lead with empathy, build with purpose, and believe the best ideas start by putting people first.

NFP has assembled a specialized service team tailored to your unique risk profile.

Our dedicated team—reinforced by experts across industries, products, and programs—works closely with clients to understand specific risk exposures, develop customized insurance solutions, and deliver proactive insights and support to enhance outcomes.

Your team is led by Luke Doherty and Kamil Vojar, who oversee all services and will serve as your primary points of contact. Their leadership ensures consistent, personalized support throughout our engagement.

Luke Doherty

Executive Sponsor

luke.doherty@nfp.com

TBD

Kamil Vojar

SVP - Executive Sponsor

kamil.vojar@nfp.com

Kamil brings over 17 years of experience in insurance, financial services, and employee benefits, working with affluent individuals and mid-to-large market employers. He previously held roles at Crump Life Insurance Services, Rodman & Renshaw, and BWD Group. A Hofstra University graduate, Kamil oversees all services provided and is actively involved in fundraising for Stop Soldier Suicide.

Randy Forant

Account Executive

randy.forant@nfp.com

Randy is an account executive at NFP specializing in Property and Casualty insurance across industries such as hospitality, manufacturing, construction, and real estate. He excels in carrier negotiations, risk placement, and identifying coverage gaps to deliver comprehensive solutions. Randy earned his bachelor’s degree in business administration from Saint Michael’s College.

Kevin Smith

Senior Leadership – Management Liability

kevin.m.smith@nfp.com

Kevin has over 15 years of experience in management liability, specializing in D&O, EPL, fiduciary, crime, and cyber insurance. He leads NFP’s national portfolio and brings deep industry relationships from prior roles at global underwriters and brokerages. Kevin holds dual degrees in business, economics, finance, and accounting from Lehigh University and personally manages placement and advisory services for clients.

Courtney Maugé, Esq.

SVP and Cyber Practice Leader

courtney.mauge@nfp.com

Courtney leads NFP’s National Cyber Practice Group, advising on cyber liability, tech E&O, and media insurance. Since 2012, she has guided clients through privacy risks and complex negotiations. A frequent speaker and published author, Courtney earned her BA in psychology and political science from Emory University and her JD from the University of Georgia School of Law.

Andrew Pendergast

Managing Director – General Partner Liability and SPAC Practice Leader

andrew.pendergast@nfp.com

Andrew heads NFP’s General Partner Liability and SPAC practice, focusing on management liability for alternative asset managers. Previously with Marsh & McLennan, he advised top private equity and hedge fund clients. Recognized as a leading SPAC expert, Andrew develops innovative solutions for evolving regulatory challenges. He holds a BS in International Business from Pepperdine University.

Jonathan Franznick, Esq.

Senior Vice President – Head of Claims Advocacy

jonathan.franznick@nfp.com

Jon leads claims advocacy for NFP’s management and professional liability lines. He previously held leadership roles at QBE, Marsh USA, and LVL Claims Services, advising Fortune 500 firms and nonprofits. With a background in claims handling and team building, Jon earned his BA in political science from Boston University and his JD from the University of Miami School of Law.

Vito Gaeta

Senior Vice President – NFP Multinational Group

vito.gaeta@nfp.com

Vito leads NFP’s international risk advisory and placement strategy, supporting global clients across industries. With 22 years of experience at CNA, Clements Insurance, and ACE Group (now Chubb), he brings expertise in underwriting, operations, and distribution. Vito holds bachelor’s degrees in risk management and business administration from Gannon University and plays a key role in clients’ international services.

Rich Hall

Senior Vice President – Broking Leader

rich.hall@nfp.com

TBD

Anna Reynolds (Hostetler)

Senior Account Executive – Management and Professional Lines

anna.reynolds@nfp.com

Based in Atlanta, Anna specializes in evaluating and designing insurance solutions within the management liability marketplace. Prior to joining NFP, she was a financial lines broker at Willis Towers Watson, managing a large portfolio of clients. She began her career at JLT Re and brings expertise in D&O, EPL, fiduciary, crime/fidelity, kidnap and ransom, employed lawyers, and cyber liability. Anna holds a BBA in finance and risk management from Georgia State University.

Platforms and Services.

Our core services are built to deliver results—with strategy, execution, and optimization working in sync. Clients can expect expert guidance, responsive support, and a collaborative approach that ensures every solution is both effective and enduring.

Client Offerings

As a valued client, you gain access to a comprehensive suite of services designed to support every aspect of risk management—from strategic consulting and claims handling to advanced analytics.

Our offerings are built to deliver clarity, efficiency, and confidence across your operations.

National Practices

In addition to our Real Estate team, NFP provides access to our National Industry and Risk Practices—highly specialized groups with deep expertise across key sectors. These professionals deliver targeted, strategic solutions tailored to Conifer’s unique risk landscape.

The following practices have been thoughtfully assembled to service and support your needs:

See Risk Analytics See People Analytics

Property Risk Analysis

To support informed decision-making, this analysis presents a comprehensive view of property risk insights derived from advanced catastrophe (CAT) modeling. By integrating historical loss data with predictive analytics, we identify exposure hotspots and quantify potential impacts across key risk scenarios.

Loss Projections

Interactive dashboard showcasing actuarial loss modeling to guide risk mitigation and insurance purchasing decisions.

Premium Summary

This report provides you a summary of your portfolio of insurance products.

Program Diagnostic

This report provides a high-level assessment of a select set of your insurance programs.

Claims Analytics

This report provides trends review and high-level assessment of your reported claims.

Property Risk Analysis

This report provides an assessment and forward-projection of hazard risks based on your portfolio of properties.

Construction Projections

The Data Visualization Dashboard provides a comprehensive snapshot of key stats, program performance, and claims & safety insights. It highlights essential data, including claims overview and safety workflows, to help you monitor and optimize your program's efficiency and effectiveness.

Safety and Alternative Dispute Resolution (ADR)

Claims & Loss Runs

With Appreciation

We’re excited about the potential to collaborate. Let’s explore how we can tailor solutions to meet your goals. We’re ready when you are.

Insurance services provided through NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp (NFP). NFP and its subsidiaries do not provide tax or legal advice. This material was created to provide a summary of the subjects covered, but should not be regarded as a complete analysis of these subjects. The services of an appropriate professional should be sought regarding your individual situation.

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