insurance Consulting


Proprietary Product Development

Identify books of business within an agency (or agency cluster) that are candidates for creating an affinity group program.

Creating a business plan including pro-forma financials.

Benchmarking/task-list creation/assignment, workflow management.

Complete file review/audit, submission preparation, etc.

Insurance company selection and negotiation.

Liaison with reinsurers as needed.

Selection/negotiation with quote/policy issuance and service software vendors.

Selection/negotiation with loss control and third party claims management firms(if needed).

Hire trained staff to manage the underwriting/management of the affinity group program.