At times, all companies need a little assistance.  All of our principals have leadership experience in insurance, financial, and  technology companies.  Whether implementing a  new project, needing a new perspective, or expertise that is not common in your daily operations, we have the experience to help you achieve success!

Our twenty-five years of experience gives you the advantage to take your operations to the next level in numerous ways, including: 

  • Corporate Planning and Vision Review
  • System Implementations, Project Oversight and Governance
  • Revenue Pipeline Visibility and Management
  • Operational Analytics and Dashboards
  • Statistical Reporting (ISO,ISS,CMS Section 111)

We have direct experience with numerous vendors, such as:

  • Oceanwide
  • Insurity
  • Delphi Technologies
  • OneShield
  • Qlik
  • Acuity ELM

Our approach is straight-forward and simple:

Each company is unique and has its own DNA.  One-size-fits-all approaches don't allow your business to reach its full potential.  We deliver custom solutions, tailored to you— your industry, your culture, your one-of-a-kind challenges.

We support our clients with three core precepts:

  • Client First
  • Transparency
  • Give Back