Insurance process and systems improvement


This property and specialty lines carrier was struggling with the integration of an acquisition with very different underwriting processes and IT systems. Senior management was faced with disagreement about the best solution to adopt. The company then turned to us for an objective assessment and recommendations on processes, staffing structure and IT tools.


  • Research: Interviewed 40 underwriters and associated staff
  • Analysis: Analyzed processes, staff and technology resources
  • Consultation: Presented findings and facilitated workshop on implications
  • Recommendations: Identified and validated opportunities for improvement


  • Presented a well-researched assessment that gained the confidence of all parties
  • Prioritized opportunities for improvement, arrayed in terms of benefits versus difficulty of implementation
  • Developed specific action plans for top-priority initiatives