Here’s what we do for our clients…

Insurance Company Product Development

We provide insurance companies with a broad range of product development resources, including product strategy, pricing, filing and rate justification, profitability monitoring, and product revisions.

Insurance Company Financial Reporting

We can provide an additional resource for calculating reserves, testing reserves, providing second opinions, and signing actuarial opinions.  We have extensive experience building actuarial models for enterprise-level financial projections.

Product Distributors

We help agents, brokers, TPAs and product distributors develop and bring to market new insurance products.

We have been especially successful with new concepts and new programs.  We help assess alternative risk-sharing strategies, including producer-owned reinsurance companies.


We assist industry investors with the evaluation of potential acquisitions and investments.

Banks, Thrift Institutions, and Credit Unions

We advise financial institutions about their insurance offerings.