We serve our diverse clients as independent consultants, leadership advisors and business development professionals. We work collaboratively with our clients’ teams, in optimizing their competitive positive (aka SWOT), in an increasingly complex marketplace, with the objective of accelerating profitable growth faster than they would achieve on their own. 

Areas of Expertise

Insurance Program Optimization

Insurance Program Optimization, developing developing and executing innovation and growth strategies with and on behalf of these insurance industry program managers/players:

  • First-Party and Third-Party Administrators (TPAs)
  • Benefit Associations
  • Brokers, Agents, and Managing General Agencies (MGAs)
  • Associations with in-house insurance operations
  • Financial institutions with in-house insurance operations

Business Development

Maximizing a network developed over nearly 40 years, to help companies who serve the insurance industry:

  • Internet of Things and wearable solution providers
  • Smart Data and Analytics firms
  • Cloud-based, AI/ML solution providers
  • Marketing and lead generation services