Consulting Projects

We offer consulting projects beyond program placement for large Retail Brokers, MGA’s, Wholesalers, Program Administrators and other insurance entities. Our track record and success in this area speaks for itself.  Included in our consulting services are:

  • Development and implementation of a plan to take our clients to full Program Administrator status
  • Assistance in the hiring of underwriting staff
  • Analyzing and facilitating the implementation of front end and back end system capabilities for a Program Administrator model
  • Aid in licensing requirements
  • Product/program development including underwriting guides, applications, worksheets, pricing models and policy forms for potential programs
  • Examination of premium and loss data for recommending underwriting changes
  • Expedite a full actuarial analysis
  • Introduction of all necessary service providers from loss control to claims TPA
  • Review of existing underwriting guidelines and recommending changes
  • Formulating effective departmental controls for underwriting and policy administration management
  • Analysis of policy forms against industry standards, competition and loss history
  • Rate comparisons and analysis of history of rate changes
  • Develop and implement a start-up program from scratch