Advisory

Senior judgment for the claims and litigation industry.

We are a team of credentialed executives advising colleagues across property and casualty claims, litigation, and alternative risk. No two engagements are the same, but each is led by someone who has held the client's job.

Who we work with
Claims organizations
Carriers, TPAs, and other claims organizations. Audits and advisory work that improve processes and results.
Law firms and providers
Business development, sales education, and candid product feedback from the buyers they serve.
Alternative risk
Brokers, captive owners, and MGAs. Underwriting, operational, and regulatory expertise.
Investors
Private equity, venture capital, and family offices evaluating insurtech and tech-enabled services.

Services

01
Consulting and Audit
Process evaluation, claims audits, and best-practice design that strengthen claims and litigation operations.
Claims audits
Operations improvement
RFP development and management
Vendor selection
Delivered by former chief claim officers and heads of litigation
02
Market Intelligence
National studies, targeted surveys, and double-blind snapshots that show claims organizations what their peers consider best practice, without giving up competitive advantage.
CLM national studies since 2012
Industry snapshots
Product feedback sessions
See the research library
03
Transaction Advisory Group
Former chief claim officers and industry operators helping investors find, vet, and close deals in insurtech and technology-enabled services.
Buy-side and sell-side support
Identifying and vetting opportunities
Support for owners and founders
Led by Steve Schumacher and Dean Harring
04
Talent Acquisition
Retained and contingency searches for claims executives, attorneys, and the sales leaders who sell to claims organizations.
Claims and litigation leadership
Law firm and staff counsel
Sales and marketing
Led by Taylor Smith
05
Sales Effectiveness
Teaching law firms and vendors the objectives, metrics, and drivers of the claims leaders they sell to, and testing their messaging with the buyers themselves.
Sales team education
Executive feedback sessions
Lead identification and messaging
Executive feedback sessions led by Michael Saltman

Specialty practices

Focused practices, each led by an advisor who built a career in that line of business.

Workers' Compensation Claims
Led by Steve Pratt
Transportation Risk & Strategy
Led by Shawn Nelson
Alternative Risk
Led by Rachel Jenkins
Product Management & AI Strategy
Led by Elaine Rogalla
AI Education & Adoption
Led by Stefanie Jenkins

Programs

Online · self-paced
The Property Casualty Claims Intensive

How the P&C industry and its claims departments work, for law firms, technology firms, independent adjusters, TPAs, and other providers. A two-hour Mini-Intensive or a four-hour Full Intensive that adds market intelligence and value messaging.

Program details →
For defense firms
Metrics development

In the 2019 CLM study, 90% of litigation executives said it is rare for a law firm to present performance metrics, yet 64% said they are impressed when one does. We help firms of any size build metrics to use internally and present to clients.

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