StrategIC PLANNING

· Participate in or facilitate the planning process

· Competitor and environmental analysis

· Analysis of organizations strengths and weaknesses

· Design and implementation of survey instruments to support the planning process

· Analysis and evaluation of strategic plans

 

Business Plan Development

· Development of business plans for insurance entities

· Pro forma development

 

Due Dilligence

· Evaluation of products in or supporting the insurance space

· Evaluation of underwriting organizations for acquisition or reinsurance transactions

· Healthcare liability evaluations and reserve calculations review

· Property/Casualty liability evaluations and reserve calculations review

 

Risk Management Strategy Development

· Review and analysis of internal and external risks

· Development of strategies to manage those risks

 

Retrospective Value Analysis

· Plausible scenario construction for “The Path Not Taken”

· Retrospective control group simulation

· Evaluation of the impact of previously implemented strategies

 

Networking

· Strategic introductions

· Development of partnering strategies

 

Underwriting Review

· Review and evaluation of underwriting organizations for possible acquisitions or for reinsurance transaction due diligence.