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Advisor Communication

Halstead Risk Advisors · Elena Ruiz, CIC — Senior Risk Advisor

Service team responsive — avg. reply 2.4 hrs

Message Thread

Shared between the insured and the advisory team

  • Elena Ruiz · Senior Risk Advisor

    Aug 19, 9:14 AM

    Workers' comp submission is out to five markets. Zurich has indicated a 6–9% increase absent improvement in the North Plant loss ratio — the ergonomics retrofit will matter at renewal.

  • Grant Holloway · Client · Operations Director

    Aug 19, 10:02 AM

    Understood. Amara has the lift-assist retrofit scheduled for the week of 9/8. I'll confirm completion documentation goes into the safety folder.

  • Marcus Feld · Claims Advocate

    Aug 18, 4:48 PM

    Chubb has scheduled mediation on CLM-2202 for 10/14. Requesting updated site photos and the revised spotter policy before the pre-mediation call.

  • Elena Ruiz · Senior Risk Advisor

    Aug 16, 8:30 AM

    Reminder: Cardinal Staffing is on site without a certificate. Recommend suspending their access until the COI and additional insured endorsement are received.

Service Team

Senior Risk Advisor

Elena Ruiz, CIC · e.ruiz@halsteadrisk.com

Claims Advocate

Marcus Feld · m.feld@halsteadrisk.com

Risk Control Consultant

Priya Raman, ARM · p.raman@halsteadrisk.com

Account Manager

Tomás Vega · t.vega@halsteadrisk.com

Open Requests

  • Updated statement of values for 2027 property renewal

    In Progress

    Client · Facilities · Due 2026-09-05

  • Q2 payroll by class code for WC audit

    Action Required

    Client · Controller · Due 2026-08-31

  • Loss control survey report — Houston Yard

    Scheduled

    Advisor · P. Raman · Due 2026-09-18

  • Contractual review — Bluegate Logistics MSA renewal

    In Progress

    Advisor · Legal · Due 2026-08-28

Recent Activity

  • Uploaded 2027 Workers' Comp renewal submission

    Elena Ruiz · 2 hours ago

  • Requested updated reserves on CLM-2202 ahead of mediation

    Marcus Feld · Yesterday

  • Flagged Cardinal Staffing COI as missing — contract at risk

    Elena Ruiz · 3 days ago

  • Completed loss control survey at North Fabrication Plant

    Priya Raman · 6 days ago

  • Closed CLM-2205 with $27,410 total incurred

    Marcus Feld · 2 weeks ago