FLY_Leavitt Energy Practice Group

Leavitt Group Energy

Leavitt Group Insurance Agency of Vernal | 205 N. Vernal Avenue | Vernal, UT 84078P: 435.781.0000 | F: 435.781.0001 | www.leavitt.com/vernal

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Top 100 Ranking of the Largest Insurance Brokers in the United States

15thTop Independent

Insurance Brokerages

7thPrivately-Held Independent

Insurance BrokeragesInsurance Journal ranked the Leavitt Group as the 7th largest

privately-held insurance brokerage in the nation (August 2013).

Business Insurance ranked the Leavitt Group as the 15th largest

insurance broker in the nation in their top 100 annual listing (July 2013).

LOCATIONSIN 17 STATES

125

$215 MILLIONin consolidated revenue

$2.6 BILLIONin placed premiums

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The Energy Industry

SPECIALIZED RISKS REQUIRE EXPERT GUIDANCEProtect your operations by leveraging the Leavitt Group’s insurance programs created for the energy industry, from oil and gas

extraction to c-stores. Our goal is to provide superior and specialized insurance consultation, procurement, and risk management

for the energy industry.

RISK CONTROL RESOURCESFrom over-the-hole exposures, underground resources and equipment, and pollution exposures, your risk management program

should do more than provide the insurance, it should offer strategies and resource to mitigate your risks. Our resources include:

» In-House Certified Industrial Hygienist

» OSHA 10 Hour Training

» H2S Training & Refresher

» ISNetworld Assistance and Compliance

» Thorough review of MSA’s, Safety Procedures, and

Employee Handbooks

» Safety Program

» Early Return To Work Programs

» Certified Safety Professional

» Hands on site and facility risk review

» MSA & Regulatory Compliance assistance

Scale Creates:

» Excellent Terms & Conditions

» Broader Protection & Lower Net Costs

» Preferred Underwriting & Claims Handling

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Downstream Oil & GasRisk Management for Petroleum Marketers & Distributors

We target the key risk factors associated with convenience stores and petroleum related operations. The safety of your employees

and customers is a critical part of our risk management strategy. In addition, we create specialized insurance packages that bring

together specific protection for your store locations—from liquor liability to food spoilage to broad property coverage.

SPECIALIZED SERVICES » Focus on Petroleum—Our experienced team is passionately entrenched in the unique and complex insurance needs of

the petroleum distributor.

» Accountability of Services—We provide clients with a real time stewardship tool to ensure that we deliver on our

promise. This service includes a 24/7 online tracking portal.

» Custom & Proprietary Safety Program—Our safety program is based on employee behavior, safety, wellness, and

includes training coaching, guides, calendars, and observation tools.

» Industry Benchmarking—The Leavitt Group is committed to providing clients with industry benchmarks. This gives key

insights into underwriting, marketing and purchasing of insurance.

C-STORE SAFETY PROGRAMJust as your C-Store insurance program contains coverages unique to your operations, so must your safety program. We have a

customized, proven approach to improve your safety culture. This structured program includes access to safety workshops, safety

calendars, lesson plans, and behavior-based safety coaching. Starting with support from your company’s top leadership, you can

change your safety culture. The result is reduced claims, lower premiums, and great employees. We welcome the opportunity

to work with your C-store location or chain and make a difference through our effective risk management strategies and safety

program.

ABOUT THE “ENERGI” PROGRAMEnergy companies developed this specialized insurance program specifically for the energy industry. The program’s proven success

stems from superior risk selection, comprehensive safety and loss prevention, and aggressive claims management. The program is

underwritten by Rated “A” carriers and utilizes a pool of Best Practice operators, providing customized risk management solutions

for this specialized industry segment.

Petroleum-related claims are unique and require specialized response. With the Energi program, petroleum claims are handled

by dedicated claims experts. Clients have peace of mind knowing that their claim is being handled by a specialist who has the

training and experience to expertly adjust claims.

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Midstream Oil & GasWe provide our clients with midstream oil and gas operations with a range of services and risk management strategies, such as:

» Online Service Tracking Portal

» Pollution Policy Audits

» Pollution Exposure Assessment

» Exclusive Excess Arrangements

» Custom and Proprietary Safety Program

» Behavioral Based Safety Training

» Wellness Feasibility, including ROI Assessment

» Dedicated Workers’ Comp Claim Mitigation

» In-house Loss Control

» Industry Benchmarking

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Upstream Oil & GasThrough years of experience we are able to provide our clients with personalized risk management solutions for all areas of

the oil and gas industry, including:

» Hot Oil/Frac Heating

» Roustabout

» Excavation

» Drilling

» Pumping

» Fishing Tool Rental

» Welding

» Consulting

» Operators

» Control of Well

» Work Over Rigs

» Snubbing

» Fluid Haulers

» Wireline & Perforating Operations

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DESIGNED SPECIFICALLY FOR ENERGY-RELATED RISKSOur unique risk management program is designed specifically for energy-related risks. This comprehensive plan provides step-by-

step guidance to implement turn-key safety solutions.

» Strategic safety plan—We help you create an initial safety blueprint that identifies your needs and establishes goals. To

maximize support, this plan is developed with significant input from you and your executive leadership team.

» Behavior-based safety coaching—This critical element of the safety program provides positive coaching moments that

identify and change behavior through relationship-driven management.

» Customized safety materials—All materials are branded with your logo and customized to the specific needs of your

company.

» Reduce workers compensation claims by 60 percent—This program, piloted with a national C-Store chain, has a

documented reduction of workers compensation claims of 60 to 90 percent per store.

» Integrated with our real-time stewardship tracking—Our safety program can be implemented in conjunction with our

online client service timeline to effectively track progress.

A PROGRESSIVE APPROACH BASED ON YOUR CULTUREOur behavior-based safety program provides an innovative methodology towards loss prevention that is unmatched in the industry:

» Useful loss control tools based on your company’s specific safety culture and health factors.

» Assessment of the “Safety Culture Index”, “Stress Score”, “Health, Productivity, and Climate Index”, and “Wellness ROI

Calculator.”

» Action plan with custom-designed safety materials and custom training.

» Continuous monitoring and training ensure the success of the program.

» Identify and correct leading indicators that cause claims.

PROVEN TRACK RECORDWhen our clients fully commit to this program, we have a proven track record to reduce claims by 60 to 90 percent per location

with significant results realized in as little as six months.

By using our S.A.F.E.R. program we can substantially impact your company’s bottom line, reduce your risks and exposures and in-

crease the overall wellness and productivity of your company. When paired with large deductibles and/or alternative risk financing

mechanisms the benefits to you are exponential.

S.A.F.E.R ProgramSafety Awareness for Energy Risks

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Alternative Funding Strategies

If you haven’t considered alternative funding, you need to talk to us.

We will:

» Help you understand the various methods of risk financing

» Evaluate multiple solutions to address your specific needs

» Explore guaranteed cost policies

» Provide innovative loss sensitive programs

» Evaluate Group and Single Parent Captives

The Leavitt Group has placed 24 clients in the largest and most

profitable group captive in the world. This group captive has significant

advantages over the competition with limited joint and several liability

exposure, and unlimited aggregate excess coverage. Equity in the

group or single parent captive can be optimized to increase ROI for

alternative funding strategies and even wealth transfer.

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Customers tied to Major Basins

NATIONAL ENERGY PRACTICEThe Leavitt Group has a network of energy-

focused insurance advisors, many of whom are

considered national experts in their field. The

Leavitt Group’s National Energy Practice includes

clients in all phases of energy development and

deployment, from extraction to consumption

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Top 25 States with Energy CustomersAs Recognized Energy Experts with Scale, Leavitt Energy has access to Energy Specialized Carriers. Many non-energy specialized

agents do not have access to Energy Specific Carriers.

RANK STATE PREMIUM1 ND $11,922,288.842 UT $8,422,8473 MT $3,970,607.674 CO $2,938,231.785 WY $2,461,394.136 MS $1,992,284.077 TX $1,710,527.568 LA $958,449.909 SD $924,869.2410 NM $599,501.1711 NV $503,765.8512 CA $360,371.8513 ID $247,245.1614 AZ $185,867.7715 MN $65,785.0016 WA $30,758.0017 DE $20,018.0018 WV $11,638.0019 PA $6,662.0020 $4,015.0021 OK $1,974.0022 MO $464.0023 OR $391.83

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Top 40 Energy Customers SnapshotLeavitt Energy’s expertise resides primarily in Montana, Utah, Colorado, North Dakota, New Mexico, Texas, and California. Our

business consists of GL, pollution, automobile, umbrella, property and inland marine, written on admitted paper, for on-shore

oilfield service contractors. Leavitt Energy is expected to produce in excess of $35 million premiums in 2014.

TYPE OF CLIENT PREMIUMWork over rigs; some snubbing units $5,700,000

Oil & Water Hauling $1,900,000

Frac water heater $760,612

Hot Oil $483,465

Roustabout Service $483,465

Sand Distributor & Hauler $427,807

Crude Oil Hauling $404,001



Crane Service & Rig Moving $320,002

Rig Moving & Crane $319,036


Roustabout & Trucking $301,522

Work Over Rig $282,608

Oil Well Casing Company $277,042


Fluid Supplier $253,289

Roustabout & Trucking $223,172



Trucking, Site Prep, Road Building $213,638

Trucking $200,736

Work over Rig $188,845

Wireline Contractor $184,730

Tool Rental $182,060


Roustabout $170,282

Hot Oil $166,910

Pipe Inspection $162,450


Water Hauler $156,761


Roustabout, Site Prep, Trucking $152,014

Hot Oil $151,854

Water Hauling $149,508

Oil Field Rental $148,553

TYPE OF CLIENT PREMIUMPipeline construction;roustabout $145,169


Trucking $143,278

Roustabout, Site Prep $142,859

Work Over Rig/Consultant $137,407



Oil Field Tool Sales $129,544




Hot Oil $118,510


Hydro Vac Trucks $115,387

Excavation & Site Prep $113,849



Oil Well Casing Company $112,715



Trucking & Dirt Moving/Hauling $109,645


Portable Toilets for Oil Field $105,891

Excavation & Site Prep $103,969




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FLY_Leavitt Energy Practice Group