Our Services

Long Term Business Planning

You know you have the right team, and the right ideas but how do you translate that to the level of success that you believe should be possible. Perhaps we can map out a plan for success you would have never even imagined. We have seen success not only in the tried and true but in areas that no one thought was even possible. Let us imagine together then develop a plan and processes that make those dreams come true.

Operational Efficiencies

With over 30 years of management experience and over 20 years in senior management, we have developed successful methodologies in creating key efficiencies and have authored some amazing turnaround success stories. Let’s take the time to see how we can maximize the great work you have already done to take your organization higher and farther than ever.

Quality Control

It is not important to just be efficient.  To survive, an organization must deliver a quality product and maintain profits while satisfying financial and regulatory auditors.  Let us review your product delivery, content, and image to ensure you meet all of your quality goals and maintain a world-class business model for your customers. 

Underwriting/Claims Audits and Reviews

Going hand in hand with our quality control services we can review the technical processes of running an insurance operation in such a way as to not only determine compliance (or non-compliance) but to help you improve even further. We can help you not only meet the needs of regulatory bodies in managing insurance operations, but we can help you prepare for audits, market conduct exams, outside auditors, and internal audit processes. Let us position your organization for operational excellence that will propel you to a more secure future, greater efficiencies, and greater profits.

Merger and Acquisition Services

Often in the opportunity to acquire or merge with another entity, it feels like a fork in the road. Should we? Should we not?

Often the best answer is a hybrid or perhaps a new road entirely. The due diligence process should not simply be about whether a potential opportunity is the "right" opportunity, but rather is there a way to create something previously unimagined, something that can leapfrog the competition and position your organization for a future that was not a possibility before. Let us help you imagine by digging into the details and creatively explore ALL of the options.

20 years ago this industry had a stratified approach to business where everyone knew their place. Today we are seeing a new world forming where previously defined roles no longer apply. Companies from all levels are seeing how they can better position themselves for this changing environment. Companies are trying to find their way, and in the process creating new opportunities for themselves and their customers. Whether you or a provider or a customer of these services let us help you find your way to greater success.

Today’s environment calls for different strategies and workplace environments. Working from home saves expense dollars while keeping workers motivated and committed. It increases retention and quality while lowering costs and in the process lowering risks to your business by creating an inexpensive built-in disaster recovery element. Too often company leaders take a “one size fits all” approach. Let us have a conversation on how a multi-tiered model can not only but meet the needs of your employees but maximize your profit and effectiveness.

We built cost-effective, high-quality work from home programs over 10 years ago that were years ahead of their time. In the current environment companies large and small are discovering that returning staff to the office is increasingly difficult. Forcing the issue is causing loss of staff, disgruntled staff, and operational inefficiencies. Let us design a program tailored for your unique situation.   

• We will work with your HR department to develop employee contracts that create controls around the environment that best projects your company image.

• We show you how to maintain your esprit de corps building a cohesive and motivated team.

• We will help you build appropriate metrics to assure that you are achieving your business goals.

• Let us help your IT department build effective tools to monitor team effectiveness and appropriate communication and monitoring.

Having designed the process, written the performance standards, trained multiple servicing carriers, and then building and running successful residual market operations for 20 years, we have proven that we know the way to not only have a successful operation but a profitable one. Let us design an operational model that is right for your company, staff, and culture to ensure your long-term success.

Our model focuses on how to best meet the needs of the policyholders, the agents, the regulators, the plan administrators, and the industry. All of this is accomplished while maintaining your company’s profits, lowering the market’s loss ratio, and creating goodwill among the policyholders and the agents that represent them.

We will perform a complete operational review while considering each plan’s operational performance standards. Throughout this review, we look for possible changes that fit the overall culture of the organization. We continually keep in mind the cost of each of the operation changes and the positive impacts gained.

Having been on both sides of the equation, we have both designed highly successful bid processes for multiple entities but have successfully bid for many types of business over the past 25 years. Let our expertise work for you in not only creating a successful bid but creating a process that allows you to be successful in the delivery of your promises.

While we have the flexibility to adapt the process to you in any fashion you want, Our preferred method is a comprehensive review of the operations, building a bid proposal around that review and then making operation adjustments when it makes sense. Realizing however, that not every organization wants or needs that level of review, we often break the process down into tiers allowing an organization to match the level of service (and therefor the cost of those services) to their specific needs. 

We start by interviewing key operational players and then translating that information into a bid proposal that matches the needs of the selection organization.

Below is some of the key pieces to the process that can be chosen in part or as a whole.

·       Full Comprehensive review

·       Operational Review

• What works well?

• Where can improvements be made?

• Are there appropriate of advantageous additions.

·       Previous Bid Review along with any comments and scores

·       Previous Audit review

·       Bid proposal writing.

·       Bid proposal review.

·       Regulatory visits

Public Speaking

Let us educate, entertain, and motivate your group. We have over 40 years experience in transferring key information in a fun and exciting way. With expertise in a wide array of topics we can surly meet the needs of your group.

We can design a topic, seminar or full course around any subject or provide you a list of possible subjects.

Regulatory Services

We have 30 years of experience in the regulatory arena and the relationships that go with it. Let us help you by removing roadblocks and create opportunities while creating partnerships between you and those tasked with regulating the world in which we live.

Let us bring our network of lobbyists, legal experts, and fully developed relationships to the table to find the perfect solution to issues and barriers you have in meeting your business goals and objectives.

Blue Sky New World Thinking

Often imagination is a companies greatest asset but the least tapped resource. We would love to spend time with you and facilitate the creative process. Your next opportunity may be right around the corner but not yet seen by anyone.

We can bring together your key players and thought leaders in an environment conducive to creative synergy. We can lead, direct or get out of the way while maintaining appropriate records, notes and ideas to be considered by senior management.

Once the sessions are over we can help refine and coordinate the ideas into a cohesive document or documents to ease the process of taking ideas and translating them into actions and planning.

Let us dream with you.

Expert Witness and Trial Evaluation

When it comes to finding the right expert for your case you need a clean, honest evaluation not only of your case but do you have the right fit with your expert.  We commit to a no surprises relationship that allows you to achieve that perfect fit.  We do not agree simply to get the “job.”  That means we turn down cases where we either do not agree with the position of the case or if we feel like there are issues that could cause the case to fall apart at trial.

Once we are on the case, we believe that effective communication throughout the process allows us to build a solid case based on the truth and the law. That gives you the confidence to know that together as a team we will develop the best chances for a positive outcome whether at trial or at the settlement table.