ur principals and Associates have extensive experience in underwriting, risk management audits, new business, information technology, customer care, claims and leadership. Our principals have developed and implemented systems nationally and internationally, automating entire processes and developing valuable management tools. In short, we bring a broad range of capabilities from strategic planning to process improvement.

Benefits

• Maximize operational effectiveness
• Keep more customers who will buy more
• Minimize red tape, hand-offs & other non-value added activities
• Manage by actionable, vital signs
• Improve service, quality, productivity, & decision-making
• Obtain the right expertise at the right time

Engagement Examples

• Conducted a review of international life insurance claims for a life insurer and made key risk management recommendations to achieve sustainable improvement in results.
  
  
• Worked with a major International Reinsurer to help a Malaysian insurer gain product knowledge required to enter the variable life insurance market. Assisted with product design, regulatory filing, systems and administration needs.
  
  
• Worked with the same International Reinsurer to assist several insurers in China with organizational design in underwriting, administration and in claims. Served as expert resource on technology developments and how technology used in the US and Europe could be adapted by the Chinese insurers.
  
  
• Conducted a company situational analysis for a life insurer’s incoming chief executive officer. Gave the CEO a running start.
  
  
• Worked with a London based software company, playing the primary role in building the first “Virtual” Insurance Company in Europe. Assignment included significant input on RFPs, multiple situation analyses, and resolution of work flow issues pre and post system installation.
  
  
• Other assignments with the London based software company included:
  
  
  • Evaluation and recommendations on communications and work flow problems for a Lloyds Syndicate Life Company.
  • System development and implementation for a paperless group life product, which required no physical handling of any files post data submission.
  • Work with client and its vendors to integrate an underwriting system with sales quotations, providing for policy issue in the sale’s person’s office for applications approved as applied for.
    
    
• Assisted a reinsurer in the underwriting risk management design of a new disability reinsurance product.
  
  
• Custom designed our “CASE Analysis®” and “CASE Reviews®” underwriting and auditing systems for an impaired risk life insurance carrier and for a large group long-term and short-term disability carrier.