Merger & Acquisition Services | Actuarial Consulting | Technology Solutions
Through our deep understanding of how insurance companies operate, we have a strategic perspective that’s a cut above the rest. We start by getting a real feel for what you need. Then, with our unique blend of insurance services, we tailor solutions to fit those needs. Our decades of experience help us reach these conclusions quickly and efficiently. We’re here to support you every step of the way, whether we’re coaching your team through a process or performing tasks on your behalf.
We’re all about making things easier for you, delivering services that not only meet but exceed your expectations.
Merger & Acquisition Services
Services to help you achieve a smooth and successful merger or acquisition:
- Meticulous planning and due diligence to ensure a thorough understanding of all aspects of the potential merger or acquisition.
- Specialized insurance advisory services, tailored to protect investments and manage risks effectively.
- When overseeing or reviewing a block or company, our approach includes rigorous scrutiny to guarantee operational and regulatory compliance.
- Data conversion services to facilitate seamless integration and minimize disruption during the transaction process.
- Assist with compliance filing and/or licensing expansion.
- Assumption reinsurance implementation to help effectively transfer risk to stabilize the financial health of the merged or acquired entities.
Actuarial Consulting
Consulting options tailored to meet your unique needs:
- Thorough insurance company appraisals to assess their financial health and long-term viability.
- Annual cash flow testing to ensure financial stability and compliance.
- Completion of life and health exhibits and schedules.
- Streamline reporting and routine processes, enhancing efficiency and accuracy.
- Financial reporting, detailed analysis and examinations to help businesses stay informed and make strategic decisions.
- Assistance with market conduct exams.
Technology Solutions
Solutions to enhance business operations and drive digital transformation:
- System conversion and data migration to ensure seamless transitions between technology platforms.
- Project management from inception to completion, adhering to best practices.
- Software planning and development.
- Identify and implement automation opportunities, helping you increase efficiency and reduce costs.
- Creation of recurring data feeds to facilitate ongoing data requirements.
- SQL query review and optimization, enhancing performance and data handling capabilities.
- Assessment of third-party options, ensuring they align with business objectives and integrate smoothly with existing systems.
- Evaluation of current systems for potential enhancements or a complete rebuild, providing recommendations to optimize performance and functionality.