Our Services

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We help large companies, such as KPMG and Genpact, improve execution of their plans to grow in the insurance industry.  We work with leaders and client facing teams to unpack their strategies, tactics and capabilities, in order to discover new areas of opportunity for improvement and growth.  We bring an outside-in perspective on key issues facing today's CEOs at insurance companies and brokerage firms.  By applying our rich industry insights, sharing our practical business experiences and making executive connections, we help clients sharpen their value propositions, better position their solutions and achieve more wins.

We advise technologists and investors with early-stage companies on various pathways for growth. Every company we advise has a unique challenge. 

For Pelican Ventures, we help a portfolio company build and launch an innovative new insurance offering through the broker distribution channel. 

For Silicon Valley-based Camino Technology, we work with the founders and investor to find new market opportunities for their successful virtual inspection technology which is being used solely in the government sector. We are leading pilot projects to connect Camino's founders with key executives at private sector businesses in property management, insurance, construction and hospitality, in order to explore new applications and markets for their technology. 

Our newest client is Zingtree, a successful Silicon Valley-based no code decision tree technology company. We are pleased to be selected as a strategic advisor helping the CEO set and execute the company's expansion strategy.

We collaborate closely with EHS Partners, where Randall Clouser serves as Managing Director, on business performance improvement initiatives. EHS Partners is a unique, boutique management consulting firm that helps companies improve operating performance and financial results through a structured, 18 week employee-led engagement. Over the past 20 years, EHS Partners has refined proprietary tools, processes and analytics to discover revenue opportunities, productivity improvements and cost efficiencies at many large businesses. Our approach is not top down or outside in cost cutting; rather we work across the organization with your employees to identify, value and deliver sustainable business improvement. EHS Partners has successfully helped large complex companies such as  Bank of America, Heinz, JB Hunt and Safeco Insurance improve their business performance.