Consulting Services for P&C Insurers & Private Equity Firms

Business Strategy, AI/Analytics, & Value-Creation Planning

Define clear business and technology objectives tied to growth, cost reduction, and exit multiples
Develop prioritized, milestone-driven roadmaps with KPIs and ROI targets
Align stakeholders—executive leadership, IT and operations—to ensure seamless execution
Create AI and analytics roadmap to improve outcomes

Insurance Solution Vendor Survey & Competency Assessment

Comprehensive vendor landscape scan
Execute structured RFI/RFP processes to capture market-wide solution offerings
Host vendor demos and proof-of-concepts to validate real-world capabilities
Shortlist candidates based on fit to P&C requirements and strategic priorities

P&C Insurance Market Survey & Strategic Insights

Evaluate topline performance: premium growth, earnings stability, reserve releases and combined ratio trends
Map high-impact headwinds: natural catastrophe losses, social inflation and cyber liability pressures
Uncover product innovation avenues: usage-based insurance, telematics solutions and embedded coverages

Customer Experience & Distribution Innovation

Design omnichannel portals, mobile apps and chatbot interfaces for seamless policy shopping and self-service
Integrate telematics, IoT and usage-based insurance capabilities to personalize offerings
Forge insurtech partnerships and digital ecosystems to unlock new distribution channels

Core System Modernization & Integration

Assess legacy platforms (policy admin, claims, billing) and design cloud-native, API-first architectures
Lead vendor selection, build-to-order module development, and phased migration plans
Third-party solutions to improve business operations and outcomes
Data, Analytics & AI Enablement

M&A Advisory, Due Diligence & Exit Readiness

Perform commercial, operational and IT due diligence to de-risk transactions and validate deal thesis
Develop post-close integration blueprints or carve-out roadmaps to capture synergies
Craft exit-optimization strategies—including financial modeling, ESG positioning and buyer outreach—to maximize valuation