COMPLETED REPRESENTATIVE PROJECTS

Engagement scale ranges from brief analysis to broad joint ventures. Many involve some type of ongoing support. This support can be management of a new business unit, collaboration regarding new product development, or analysis of business results and vendor negotiation.

PRODUCT DESIGN

COMPREHENSIVE BUSINESS CASE DESIGN
Creation of client business case for protection programs of 5MM+ subscriber public utility (including detailed customer demography).
CUTTING-EDGE PROGRAM REVISIONING
Structured revisioning of OEM programs selling direct and 3rd party with multiple new product line acquisitions, IOT enabled.
APPLIANCE / ELECTRONICS OEM REDESIGN
Visioning, design, and implementation of large OEM product protection and service offerings.
UNIQUELY STRUCTURED COMMERCIAL
From concept development through operational design and insurer placement of unique protection solution for global OEM clients.
WORKSHOP-BASED STRATEGY DESIGN
Design of protection product strategy and positioning utilizing instructor-led strategy workshops with client executive team.
AUDIT AND EVALUATION
Evaluation and redesign of failing program including actuarial assessment and redesign resulting in successful return to profitability.

EXECUTION AND MANAGEMENT

DESIGN AND MANAGEMENT OF PROVIDER
Fronting carrier placement, obligor/captive design, and compliance and risk management for leading industry provider, in perpetuity.
ONGOING PARTNER PRODUCT DEVELOPMENT
New product evaluation, enhancement and vendor/insurer management for 200k+ subscriber-based provider.
NEW VENTURE PARTNERSHIP / MANAGEMENT
Complete design and management, and funding of service product solutions in collaboration with industry partners.
INSURER TO WARRANTY
Design of pricing, processes, and compliance/insurance structure of traditional P&C insurer to sell protection products.
VENTURE INSURETECH PLACEMENT
Program, coverage, and process design including insurance and administration, RFP management and placement.
HOME WARRANTY EVAL AND LAUNCH
Evaluation of client potential protection product vendors, RFP creation, evaluation, and program launch.