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Consultancies-Where our Talent Fits In

​​​​     Companies know they must “win the war” on attracting talent, provide quality producers, deliver impressive results, target and reduce costs, and build reliability and trust with market partners. As we merge from the post-

pandemic era, consultancies are important for corporate efficiencies. Whether your need involves human assets for conducting compliance auditing, financial reserve projections or completion of assignments, we build trust and results with our professional credentials and skills. This is a critical driver of engagement and productivity.

 

     We provide  seminars on specific client topics, offer training, and bring specialized experience, and  help with varying supports. Our consultancies models are flexible as we tailor our vital resources to meet your industry based needs.

 

     Our hands-on or remote consultants assist with  interim volume, overloads, and deadlines. Whether your company needs an auditing team, investigatory skills, embedded operatives, operational assessment,  perimeter testing, insurance, reinsurance, retail, loss prevention, individual or team consultancies or auditors-we are just a phone call away.

 

            We can help with:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

See our 2024-2025 Brochure PG. 11-12 for our skills, expertise, and the results you may be seeking.  



C​​​​​​​​​​​​laim Auditing​​ [link]-for internal compliance in operations, reserve certifications, core skill competency, and commutations (Off-site, electronic remote or in-person) Auditing is a powerful tool to provide checks and balances to existing client procedures, AI, and other policies and procedural systems. Board of Directors, Governance Committees, Educators, Superintendents, CSE Departments, Carriers, Reinsurers, Self-Insured entities, Insureds, Policyholders, TPA's,  Cedents, and Retailers find independent audit reviews helpful. The data found not only measures efficiencies, performance benchmarks, operational flaws, but provides benefits by outlining compliance recommendations.

​​​​​​​​​​​​​​​Reinsurance Auditing-for analysis of exposures, attachments, ceding inaccuracies,

Bordeaux's, percentages, expense treatment, treaty and facultative certificates

coverage language etc.

​Due Diligence-on all facets of industry work

Financial Audits-for reconciliation of expense and indemnity and proper underlying exhaustion on aggregates etc.

​​Underwriting Auditing [link]-and consults for renewal assistance

Umbrella/Excess Complex Cases-stale information/update investigations/monitoring, specialized surveillance with unmanned technology 

Retail Loss Prevention Audits [link]-and consults provides insights into shrinkage, floor walking programs and internal employee hot-lines 

Security Contracting [link]-for the protection of human capital, property and assets  

 

                                         

 

 

                                         

 

  • ​human assets

  • culture, and reputations

  • AI, technologies, and tools

  • predictive analytics

  • reserving trends and red flags,

  • privacy regulations

  • ADR/mediations/arbitrations

  • risks, varying business intel needs, due diligence for vetting directors and officers

  • large-scale products/manufacture liabilities

  • organized resilience

  • reputational integrity

  • skill in multi-million dollar negotiations 

  • offers for damage controls

  • retail shrinkages (controls, warehouse leakage)

  • public entities

  • processes, policies, protections, and practices

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