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Outsourced Underwriting Expertise

Outsourced Underwriting Expertise


Not all employee benefit firms have the resources internally to showcase to their clients expertise in the areas of financial reporting and underwriting. In these cases, we also offer various consulting packages. Essentially, we can become an extension of your firm and assist you in working with your clients. This would include:

Monthly commentary analysis and ‘write ups’ regarding the claims experience of your clients
Telephone assistance to your internal staff regarding financial reporting
Telephone assistance directly to your employer clients regarding their claims, renewal projections, etc

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Self Insured Module

  • Self Insured Reporting
  • Outsourced Underwriting Expertise

  • Community Rating Analyzer [History of Community Rating]
  • Self Insured Reporting
  • ACA Scenario Analysis
  • Client Stewardship Calendar
  • Custom Modules

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