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We make insurtech accessible

Professional Insurance Consulting Services

Find out more

About Us

Technical Experience

Cost Effective Solutions

Technical Experience

Founded to serve a need of doing more than digitizing, we see opportunities to do things differently.  


Our experts leverage their industry experience to determine the right solutions for your organization.

Beyond Digitization

Cost Effective Solutions

Technical Experience

We believe solutions need to look beyond digitizing to improve consumer and employee experiences.


We help design workflows and processes that work for your teams.

Cost Effective Solutions

Cost Effective Solutions

Cost Effective Solutions

We create sustainable, repeatable processes to support your implementation.  


Leverage our experience to help your project team. 

Data Decisioning

Interested in Working or Partnering with us?

Cost Effective Solutions

We track Key Performance Indicators (KPIs) & Critical Success Factors (CSFs) for continuous improvement across solutions and processes to monitor your success. 

Insurance Focused

Interested in Working or Partnering with us?

Interested in Working or Partnering with us?

We specialize in insurance journeys and improving experiences for all participants: policyholders, agents, brokers, underwriters and adjusters.

Interested in Working or Partnering with us?

Interested in Working or Partnering with us?

Interested in Working or Partnering with us?

Connect with us to learn more.  

Contact Us

Our Services

Benefit Assessments

Solution Implementation

Benefit Assessments

We assess how your current solutions are being leveraged and recommend solutions for training, workflow optimization or automation.  

Solution Design

Solution Implementation

Benefit Assessments

If you are outgrowing your current systems, we will help you design your vision and select the right partners to deliver.

Solution Implementation

Solution Implementation

Solution Implementation

We help with professional consulting, project management, change management, business analysis and quality assurance services as required to make your plan work for you.

Post-Implementation

Solution Implementation

Solution Implementation

Taking ownership of your system means leveraging the tool to its full potential.


We offer design and build services for custom forms, data capture or reports.

Future of Insurance Podcast

Charles Cormier and I discuss the Future of Insurtech.  It isn't an easy time to be a startup in Insurtech but when you believe it what you do, you do it anyways. 

Dare to Think Differently About Insurance Solutions

Measuring the Gold Standard of Employee Satisfaction

Measuring the Gold Standard of Employee Satisfaction

Measuring the Gold Standard of Employee Satisfaction

Money (Gold CCoins)

Risk-averse Insurers and Brokerages must find new ways to measure employee engagement and satisfaction in a post-covid market.

An Insurance Primer for Disruptors

Measuring the Gold Standard of Employee Satisfaction

Measuring the Gold Standard of Employee Satisfaction

Lightbulb connecting technology images

We are all about disruption here - but do we know what we are disrupting?  How the insurance industry works and where the opportunities lie for doing things differently.

Challenging the Status Quo

Measuring the Gold Standard of Employee Satisfaction

Post-Implementation Success

Chicago

 The insurance industry remained largely unchanged for decades except for minor adaptations for trends.  Now, #insurtechs help us see opportunity.  

Post-Implementation Success

Post-Implementation Success

Post-Implementation Success

New Way vs Old Way

Success is 'going live,' isn't it?  Save a little energy and budget to ensure adoption and post-implementation success.

Our Story

Post-Implementation Success

Embedded Insurance

Meet our CEO an learn how we are working to solve insurance accessibility in the market place.

Embedded Insurance

Post-Implementation Success

Embedded Insurance

 As the digital revolution reshapes industries, insurance finds itself at a fascinating crossroads. The term “insurance” often conjures images of cumbersome paperwork and lengthy contracts.  A disruptive shift is challenging this stereotype: embedded insurance. and provide recommendations to help your business grow.

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