Lockton Support Teams - Pt 1
Lockton Support Teams - Pt 2
Lockton Support Teams - Pt 3
Tools & Resources
Lockton PE Team
100

Who is the primary support contact for Certificates and Auto ID Cards?

Shannell Lord

100

I need help with a Property placement. Who can I reach out to?

Kayla Cline, Kyle Sliwerski, Mariana Dominic, Sarah Vasil

100

Where do you request ExMod Projections and what do you include? If you have ExMod questions, who do you reach out to?

Sharepoint; Include final WC audit and ExMod worksheets. If you do not have ExMod worksheets, you can also send loss runs.

Julia Doolittle

100

Where do you go to run your own property valuations?

Core Logic

100

What Producers do we primarily work with?

Jordan Burbach & Daniel Denham

Honorable mentions: Bob Irving, Paul Albarian, Dane Lupe

200

Who are the contacts to reach out to for accounting related questions? (not the KC team)

West-Accounting@lockton.com

Natasha Gorman and Christopher Chaves

200

I need help with a Marine Cargo/Stock Throughput placement. Who can I reach out to? (give Lockton US and London team)

Richard King (London) or Erik Monteagudo (NE Team)

200

Who do you reach out to if you need to run Loss Analytics? What do you need to include?

Martin Han; historical exposures, historical retentions, loss runs, and details of the client.

200

What is the tool called for Limit Benchmarking?

EDGE

200

Who are the best resources on our team for Loss Sensitive deals?

Joe and Michael

300

Who do you submit premium finance requests to? Is supposed to be emailed or tasked in Image Right?

West-PremiumFinancing@lockton.com

Will accept Stacie Hill, Amber Swale, Jenny Dolan.

This gets emailed!

300

Who in London do you reach out to for Terrorism placements?

Martin Hall; You can also ask him to help set you up with a LOTUS login to get your own terrorism quotes for risks that qualify.

300

Who are the Product Recall specialists we work with? (give both Lockton US and Lockton London team members)

Jennifer Peters & Natasha McLean (US)

Matt Humphries (London)

300

Where can I find the most recent State of the Market?

Lockton Intranet

300

Who on our team has extensive experience with Construction accounts?

Bebe Hildreth

400

Who do you submit a CAT Modeling request to?

West-CATModeling@lockton.com with a cc to Jordan Vandeberghe

400

I need a Liability and a Property claims assignment for an account. Who should I reach out to and with what document(s)?

Reach out to Shannan Smith (Liability) & Matt Gurga (Property). Include the Risk Control form with client details noted, relevant policy docs, and loss runs/summaries if you have them.

400

Who do you reach out to for single parent captives and any other captive items?

Ellen Sue & Paige Bell

400

My client did not give me complete COPE information. Where might I be able to pull some of these details to help full in the gaps?

Property Shark, Loop Net, google, Hazard Hub (Lockton tool; not the most accurate tool, so this is last case scenario)

400

Need help with Group Captives?

Greg Jarrell