Patrick & Associates,inc.
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.