Consulting & Training

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 & ampEligibility 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

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^TM
• The Operational Gap Analyzer^TM
• The Confident Solutions Creator^TM
• The Directed Solution Selector^TM
• The Expert Team Optimizer^TM
• The Select Solution Implementer^TM
• The Ultimate Performance Affirmator^TM
• The Success Continuity Link^TM

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