Financial Consulting for the Insurance Industry

Specialized Support to Help You Reach Your Strategic Goals, With Confidence.

Insurance finance and accounting is a niche industry, based very much on successfully managing risk. With all its uncertainties and complexities, wouldn’t it be reassuring to have guidance from experienced insurance experts to help you along the way?

Our team knows the ropes. Having served as former CFO’s and executives in the insurance industry, our financial consulting team members have successfully launched, led, and transformed insurance companies and operations. From insurance start-ups and expansion to everyday CFO outsourcing, we offer a wide range of financial and strategic consulting services.

Insurance Services

Start-ups & Multi-State Expansion

  • COA Assistance
  • Holding Company Act Filings
  • Proforma Plan of Operation
  • Cash Flow
  • Establishing In-house Operational Processes
  • Capital & Surplus Compliance

Certificate of Authority Assistance

  • Strategic Advising
  • Expansion and Amendment Filings
  • NAIC UCAA Application Completion
  • 3-Year Proforma Modeling

Regulatory Examination Support

  • Facilitate Meetings with State Regulators
  • Pre-Examination Review
  • Respond to Regulator Requests & Findings
  • Post-Examination Consultation

Strategic Planning & Capital Management

  • Risk Based Capital
  • Capital Source and Use Planning
  • Surplus Management

Outsource CFO

  • Financial Analysis & Reporting
  • Internal Control Evaluation
  • Training & Management of Staff
  • Portfolio/Profitability Analysis & Improvement
  • Regulatory Filings

Mergers & Acquisitions

  • CIM Preparation
  • Due Diligence Management
  • Evaluation of Strategic Opportunities:
    Exit Support & Target Evaluation
  • Post-Merger Integration

Reinsurance Analysis

  • Treaty Renewal
  • Budgeting Analysis
  • Bordereau Reporting
  • Contract Analysis

Special Projects

  • Data Visualization
  • Policy & Procedure Best Practices

Our financial consulting
services have helped:

  • P&C, Life and Health Insurance Carriers
  • Reinsurance Brokers and Carriers
  • MGA’s, General Agents
  • Private Equity Firms
  • Insurance Regulatory Attorneys
  • Insuretechs
  • Claims and other Third-Party Insurance Vendors

Ready to Discuss Your Next Step?