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Where Experience
Meets Execution

Strategic Reviews

Our work is focused primarily on insurance — life, health, and property and casualty — and the financial services organizations that operate within it.  We will assign one or more partners to engage in a multi-dimensional review of current strategies and an analysis of possible strategic changes. This may include acquisitions, new business initiatives covering product offerings and distribution introduction of potential partners, divesting projects or assets or other options.  We provide strategic reviews for existing companies as well as start-ups.   We anticipate questions and provide recommendations on:

  • How to raise the issue with key stakeholders, including Board members, owners/investors, distribution channels, regulators and community leaders, employees, new recruits essential to your future and many others.
     

  • We create, with you, realistic timetables for decisions, contingency plans, media and investor relations questions and help anticipate many contingencies that are often overlooked.  We build realistic timetables, contingency plans, and stakeholder communications — and we think through the angles that get overlooked until they become problems.
     

  • We may, if requested, also suggest other strategic partners, investors and institutional groups who may be critical to the success of your enterprise.
     

  • We pressure-test the plan before you execute it — so you walk into every conversation knowing exactly what's coming.

Interim Executive Assignments

Leadership transitions happen — sometimes planned, sometimes not. When you need to replace a key executive quickly and with discretion, we move fast.  We have unrivaled success at identifying and vetting key executives such as CEO, CFO, CMO and others who are vital to your success.  We take each assignment seriously and assign one lead so you have a single point of contact. Because of our deep network across the insurance and financial services industry, we can identify and vet the right candidate — for interim or permanent roles — faster than traditional search firms, and without the overhead.

Mergers and Acquisitions

Even experienced executive teams benefit from a partner who has been through a sale, a capital raise, or a major acquisition before — someone who knows where the process breaks down and how to keep it on track.  Buying and selling a business, whether it is an agency, a book of business, a proprietary software product or any number of other situations should never be left to amateurs.  Our Partners have many decades of hands-on success in helping entities ranging from small and middle-sized businesses to those with billions of dollars in capital.  M&A is not for amateurs.

Start-Up Companies

Our C-suite experience and industry network make us natural partners for insurance-focused startups. We work with founders and early-stage leadership teams on go-to-market strategy, distribution, product development, and the organizational decisions that determine whether a promising idea achieves real scale.

Strategic and Operational Projects

Insurex specializes in building solutions that are carefully designed to achieve objectives on time and on budget, including:

 

  • New Product Launches

  • Insurtech Innovations

  • Distribution Systems

  • Crisis and Risk Management

  • Data Management

  • Social Media Outreach

  • Launching or Modifying Operations by Product Line or Region

  • Financial Feasibility Analysis: Stress Tests and More

  • Executive Mentoring

  • Product Innovations

  • Capital Sources

  • Succession Planning

  • Staffing and Executive Recruitment

  • Digital Marketing and Distribution

  • Digital Fulfillment

  • Board Participation, Including Contingency Planning for Hostile Board Member Acts, Resignations and Accusations

  • Innovative Marketing Programs

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Insurex has a strong track record in product distribution, marketing, and channel strategy within the insurance industry. We help clients design solutions that work — and we rigorously test systems before go-live, because the cost of getting it wrong with policyholders and regulators is real. Our partners have navigated the disruptions reshaping this industry firsthand, and bring that perspective directly to your most pressing operational challenges.

Reinsurance

There are many business problems that can be solved through the creative use of reinsurance transactions and relationships. Insurex Partners are well-experienced in all uses of reinsurance and are familiar with a large network of reinsurers providing solutions to the needs of carriers.  Reinsurance is frequently misunderstood — and the cost of bad advice in this area is significant. Our partners have structured reinsurance transactions across a wide range of carrier needs and bring a network of reinsurer relationships that can be put to work immediately.

Executive Mentoring

Even the best organizations occasionally need outside counsel to help a senior leader find their footing. We assign a seasoned mentor to work with that person in a discreet, confidential manner on a flat fee or negotiated basis.  In cases where we feel the individual is best exited by the organization because of the risk of their behaviors, we follow our fiduciary responsibility to the client and make such a recommendation.  In short, we help the enterprise differentiate a person with a problem from the problem person.  Success is achieved when mentoring is presented as an investment in that executive and not as a punitive measure. In other cases, replacing a senior executive may be unpleasant but is in the best interest of all stakeholders.

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