Consulting Services

Through a unique mix of practical experience and theoretical knowledge, our team is optimally positioned to provide consulting services in:

Administrative Processes, Such as Premium Billing & Collection, Records Management, Customer Care, & User Systems
Underwriting & Policy Issue Operations Such as Group & Individual Underwriting Techniques, New & Renewal Risk Selection Approaches, Policy Issue & Eligibility Administration, & Benefit Plan Design, & Pricing
Claim Administrative Issues, Such as Approval Processes, Settlement Requirements, & Provider Network Management
Employee Selection & Appraisal within These Specialized Functional Areas
Operational Audits

The Insurance Portfolio Optimization Platform™ (IPOP)

We have developed a process for optimizing portfolio performance - The Insurance Portfolio Optimization Platform™ (IPOP) which is available to prospective and existing clients who have recognized the need to improve returns on their health insurance portfolios and consists of the following eight steps:

The Portfolio Performance Review™
The Operational Gap Analyzer™
The Confident Solutions Creator™
The Directed Solution Selector™

The Expert Team Optimizer™
The Select Solution Implementer™
The Ultimate Performance Affirmator™
The Success Continuity Link™

Training Services

Although the insurance industry boasts numerous orientation, educational, training, and professional development programs at various levels, many industry employees are reluctant to enroll for fear of failure.

For this reason, we are prepared to work with client companies to design and delivery, on-site or remotely, programs for their employees through:

Customized Orientation Courses in Insurance
Individual Coaching for Professional Development & Licensing Examination Preparation
Advanced Customized Courses in Health Insurance Policy Administration, Underwriting, Claims, Product Familiarization, & Reinsurance Administration