Who We Are
We are a team of highly-credentialed executives who offer advisory and recruiting services to their colleagues in the property and casualty claims and litigation management industries.
No two of our engagements are the same. Our work is highly diverse as we help our clients address a broad array of business objectives.
Sample Engagements
For claims organizations, through audits and general consulting, we improve processes and strengthen results.
For law firms, and service and technology providers, we improve business development and marketing efforts, educate sales teams, and procure valuable product feedback.
Through our Transaction Advisory Group we work with Funding Sponsors, including private equity, venture capital, and family offices, to identify and vet the right investment and acquisition opportunities.
For all of our clients, our wide professional networks deliver unparalleled Recruiting Services.
Lastly, our well-known Studies and Surveys help the industry’s leadership to identify and respond to industry trends.
Transaction Advisory Group
Identification and vetting of new investment and acquisition opportunities in insurtech and technology-enabled services companies. Learn More
Consulting and Audit
Operations improvement. RFP development and support. Vendor selection. Claims audits.
Market Intelligence
New product feedback. National and targeted surveys. Messaging and value proposition reactions.
Sales Effectiveness
Sales team education. Lead identification and messaging. Industry feedback sessions.