We cover the full spectrum of insurance

Our Capabilities

Sales & Customer Acquisition

We help our clients to achieve customer satisfaction.

We assist clients by introducing a client-centric mechanism that guarantees qualitative and quantitative returns for the insurers and their clientele. Customer satisfaction under a high level of service is key. We design processes that empower agents, brokers and the overall distribution network both on the pre and post-sale phase.

Topics covered include:

Customer Excellence

We help financial institutions to allocate resources with a scope of enhancing the end user’s experience and satisfaction with the insurer. Cost-saving and synergy development amongst departments are additional outcomes of our approach.

Customer Acquisition 

Getting the right client for the right policy requires talent and experience. We work with our clients to put together the proper mix of personal and technical aspects for your sales teams.  Let us help you screen, develop and expand your portfolios.

Corporate Finance

We help clients to use finance as a management tool for greater operational efficiency.

Corporate finance applications can be requested for either internal or external clients. That said you may need to perform own analysis or advise clients on how they could achieve some of their goals with the use of financial tools and other practices. 

Our experienced team can assist you in building a proper corporate finance toolbox for you and for your clients and contribute towards applying and excelling in financial management practices such as:

Cash Flow Management

Whether you would require it for your own operations or as a supportive tool for your corporate clients that eventually will enhance credit profiles and mitigate risks, cash flow management could become a value generator for your organization. We can assist in designing a useful model for your needs.


Our team can assist you in building a powerful and comprehensive internal and interdepartmental tool that could be associated with the planning, the monitoring and the controlling of your internal processes and procedures.

Project Management

We help design effective project management for insurance institutions that will reduce costs, meet the deadlines and increase the efficiency of the organization.  Under a practical approach, we highlight the essential elements required in planning a project and invest in the confidence and the tools to put into action.

Operations & Strategy

We assist institutions to adapt and thrive into a rapidly changing insurance industry.

Possessing the right expertise, we can contribute to setting up your operational mandate and provide guidance on a flexible and market-driven strategic approach to this new competitive arena.

We help insurers to address their strategic and tactical plans by building concrete action plans.

Business Continuity

We assist our clients in generating a tactical framework of contingency planning, determining the treats and identifying the enablers. Business Continuity Management steadily becomes extremely important for financial institutions and could be a leading advantage in a highly competitive market. 

Business Process Re-engineering

We offer solutions that highlight techniques of business process re-engineering. Our approach for financial institutions derives from analyzing processes, mapping current state, designing future states, benchmarking and applying leading practices. We also show in our approach the interactivity between business process re-engineering and internal controls, in order to avoid processes that are redesigned but fail audit tests.

Internal Controls

We come to financial services assistance with solutions for internal control and its application in main business cycles. Processes should be designed for internal controls and various levels of attribution and delegation of decision power should be set.

Strategic Financial Planning

We can help you determine your strategic approach towards the realization of your maximization of value by matching the three key elements of operations, financial planning, and shareholders expectations. This would be the backbone of your decision making and the golden rule business units and departments have to follow. 


This is an executive series service that offers decision-making for insurance executives, the chance to learn and discuss with our C-suite advisors the latest developments and trends for insurance operations. Topics covered include but are not constrained to management models, operational elements, products, and services, shifting customer expectations, technology, and other.

Corporate Governance

Again, we can help you determine your strategic approach towards the realization of your maximization of value by matching the three key elements of operations, financial planning and shareholders expectations. This would be the backbone of your decision making and the golden rule business units and departments have to follow. 


We will show you how to become a role model in financial services.

Whether you are in traditional or digital insurance we have the know-how to guide you through the vast regulatory requirements and to assist you in building a sound, compliant operational model.

From the US to Europe and Asia we transfer best practices and knowledge to our clients and we help institutions excel to a leading compliant power. Some of our solutions are shown below and relate to subjects such as:


We share the same sensitivity with our clients when it comes to compliance. Thus, we look to equip them with the best techniques and practices around the world and to enhance them with the meaning of compliance and a compliance-centric approach across the organization.

Anti Money Laundering

Our key approach focuses on providing those tools that will enable your personnel against the latest Money Laundering developments, that will help them identify areas of vulnerability and that will empower to address issues in the event of an occurrence.

Fraud, Detection and Prevention

Acting is better than reacting. We work closely with financial institutions in setting strong barriers to fraud avoidance. At the same time, we will help clients identify camouflaged offenses and show them how to design an effective action plan for retrieving assets from offenders.

Common Reporting Standard and Automatic Exchange of Information

We educate train and assist clients across the globe to incorporate into their annual plans the new directives of financial accounts for individuals and entities. With 2017 being the starting point of the new widespread OECD guideline, we help clients prioritize, analyze and comply with the new regulations.

Risk Management & Reinsurance

We will contribute to setting the proper risk mitigation framework for your portfolio.

The balance of risk tolerance and risk mitigation has a very thin line between success and failure. Having the proper experts on the matter allows us to advise on the issues of policy exposure and reserves calculation.

We assist financial institutions to understand the risks, design suitable policies and apply countermeasures that will allow them to operate in line with their mission statement and stakeholder wills.

Risk Management

Over the past period, financial institutions and markets have experienced imbalances in their risk structure, design, monitor and management applications. Significance over the understanding and handling of risk assessment and determination was raised and acknowledgment for better improvements in the processes and tools has been realized.

Enterprise Risk Management

When dealing with enterprise risk we will identify together the events that have to be properly managed, build up the suitable enterprise risk framework for our clients and assign tools and methods for proper management and risk mitigation.  Jointly we will determine the risks and opportunities arising from the insurer’s structure and come up with the solutions that will be in line with the client’s strategy.

Asset Liability Management

ALM has now instituted the use of advanced analytical techniques, quantitative finance tools as well as sophisticated pricing formulas and hedging strategies. Our approach brings the risk management of both sides of the balance sheet together in a unified framework. Together with the client, we analyze financial risks, choose appropriate hedging strategies and monitor their implementation.


Line managers and back office operators need to coordinate in the resolution of problematic loans instances. With our well suited senior associates, we can deploy based on real-life cases and experiences, tools and techniques for credit analysis techniques, administration and restructuring of high-risk portfolios.

Value at Risk

Over the past years, Value-at-Risk (VAR) has emerged as synonymous to risk management and later on it has linked with capital adequacy. It is key on quantifying and assessing a portfolio’s overall risk profile and integral to any successful risk measurement strategy.


A full set of solutions, a holistic approach that in coordination with the NPL management will decrease the exposure levels of institutions. We provide our clients the guidance to approach their clients, holders of non-performing credit lines, with efficient strategies based on personal communication and skills development.

Solvency II

A service designed to provide our clients with an understanding and knowledge of the support required in implementing risk-based capital systems of Solvency II. Our aim is to provide skills required in promoting best practices and implementing enterprise risk management in insurance entities, as well as align business models with risk and regulatory requirements.

Digital Insurance

We help clients to adapt and meet the demands of a changing environment.

Insurers nowadays require to consider technology and digitalization as a means of further improvement and greater opportunity for their operations. In this changing climate, it is important to select the proper tools and design the right applications that will provide you with a competitive element in both local and international societies. 

Our experts bring international expertise in shaping the insurance organizations of tomorrow.


The harsh reality is that cybercrime, fraud, and data theft risks are real and the number of hacks is.

increasing whether in the form of compromised systems or account takeover. Our approach is to assist our clients in building defensive blocks that will secure their smooth operation and won’t jeopardize the reputation of their institution.


We help our customers become more expressive, abandoning traditional profiles, utilizing the benefits of digitization. Automation of processes and data analysis are the new key trends to become a leader in the modern insurance industry. In the digital era, easily accessed and managed information is the top priority.

Our team will brainstorm and work closely with you to introduce new disrupting technologies and tools, that will either generate new needs or satisfy current developments that come from the high adaptation of mobile applications.

Digital Health Insurance

We help insurers to bring the best patient experience to their customers.

The digital technology era is changing the nature of the insurance sector and the way health insurance products and services are delivered. Customers want simplicity, immediate service, 24-hour access, and innovative products and services. 

It is crucial for the insurers to bring that change following their strategy and vision: 

  • How this change will meet customers expectations and drive value at the same time?
  • How digital adaptation will improve performance? 
  • How technology will affect strategy and decision making? 
  • How and which technology can solve existing issues? 
  • How products and services can be digitized in order to satisfy customers, lower costs and increase growth? 

Our goal is to improve the patient’s health and experience through digital transformation. Understanding the core values, the strategy, the nature, the mission and the goals of the insurer, is vital to implement a digital transformation strategy successfully. We study the processes throughout the customer’s experience, the products & services, and we decide together with the client where or whether a change is needed. At the same time, we will help you to bridge the gap between your legacy systems and the digital changes. 


We will provide you the tools to assess your prospects more efficiently and effectively.

Our primary goal is to assist institutions to understand the importance of underwriting for their activities and set up a prudent framework of evaluation that starts on the street and ends with sophisticated data analysis in the company.

Some of the cases or topics we have been called to develop over the past years related to:

Life and Health

We offer a complete guide for Life and Health underwriting practices, including the correlation between medical cases and how to treat them, pricing of policies and strategic decision making on accepted risks and perils. 

Property and Casualty

Understanding the essence of general, non-life insurance (property and casualty) we assist clients to setup up proper underwriting manuals focusing on both tangible and intangible assets. Our experts will equip you with the right policies and build a competitive solution matching your operational needs.

Special; Marine and Construction

Under the scope of specialized underwriting needs, such as the marine and construction ones, we help insurers understand the requirements and responsibilities by exploring new territories and gaining from new opportunities.

Claims Management

We will assist you in balancing service and financial results

We are keen on successfully guiding insurance executives through the fragile process of insurance claims management securing the balance between customer satisfaction and the company’s profitability.

It is important for a company’s reputation to contribute payments in the form of claims to its clients. However, this is a process that needs to be executed efficiently and to the company’s best interest. Our goal is to work with you in designing and determining the right claims management processes.

Life and Health

We help you set up cost-effective mechanisms for life and health policyholders. The result will ensure strong corporate reputation and proven cash flow generation in line with the wording of the policy and the underwriting process that was initially performed.

Property and Casualty

Similarly to the life and health insurance unit, our experts will help you design a lean process for the review, evaluation, and decision making of claims for the property and casualty policies. Again, the scope would be to provide a high-end operational model that secures longevity for the business and loyalty for the client.

Special; Marine and Construction

We assist insurers with our expertise in specialized insurance, to optimize returns from high exposure projects and similarly to minimize costs by attributing the rightful set of compensation when the time comes.

Our People
Customer Acquisition
Corporate Governance
Data Governance
Risk Management
Personalized learning experiences

We are on the quest of continuously improving our learning experiences towards your professional needs. We aim to develop your skills to meet the continuously changing needs of the industry.

Our global community of experts shares their knowledge in insurance through the following learning experiences.

Development | Workshops

Our classes target the needs of our clients

We believe that continued learning and practice lead to professional and organizational success.


Development | Certified

Earn a professional title in financial services

Connect with the expert, complete the assignments, and focus on your specific learning needs throughout the class.

Strategic Advisory

We believe that people and relationships can bring the best results

Staying away from the “one size fits all” advisory experience, we bring together the most senior professionals suitable to address the specific needs

Digital Transformation

Transforming traditional insurance and healthcare

We have a dedicated team of consultants, developers, and UI/UX designers ready to successfully guide and implement a digital transformation. Following the core values, strategy, nature, mission, and goals of our clients, we analyze processes spanning across customer’s experience, products and services, and work with our client to determine where a change is needed. At the same time, we help our clients to bridge the gap between their legacy systems and the digital changes.

Insurance Insights