There is no need to hire an army of consultants when you can have a small group of seasoned consultants who possess all of the skills and knowledge needed to undertake your engagement.
We customize our conclusions and recommendations around what's practical and reasonable for each client — leveraging the work and processes already in place, and fitting the organization's capabilities.
The questions clients ask first — answered the way we'd answer them across the table.
A practitioner-led performance advisory for insurance and financial organizations with hands-on operational experience encompassing business strategy, tactical execution, and operational planning. Our principals have run IT, claims, operations, and data organizations from the inside—and have served on industry boards and standards organizations that have helped shape the insurance industry. We are operators, not career theorists.
We're not academics, and we don't hand over a generic report. We customize our conclusions and recommendations around what's practical and reasonable for each client — leveraging the work and processes already in place and fitting your organization's capabilities, rather than imposing a template.
Each of our team members averages more than 40 years of business, insurance, and financial-services experience as both practitioners and consultants. Our collective experience includes serving in executive leadership positions including CEO/President, Chief Information Officer, Human Resources Executive, Data Management Officer, Project Management Office Executive, and Strategic Planning Officer.
Members of our group have also served on many of the insurance industry's most influential boards, standards organizations, and advisory groups, including Chairman of the ACORD Board of Directors, the A.M. Best Financial Rating Services Board, leadership of the Object Management Group (OMG) Insurance Standards Work Group, insurance technology vendor advisory boards, NJAIRE, the Insurance Federation of Pennsylvania, and numerous other industry leadership organizations.
People, processes, technology, and organization — with particular depth in process optimization, data management, data quality and analytics, project management, operational planning, and governance. We also focus on connecting day-to-day operations to measurable performance.
With your questions and an honest read of where things stand today. From there we build a pragmatic roadmap your team can actually execute — focused, sequenced, and grounded in what's realistic for your people and systems.
Agile Insurance Analytics grew out of industry standards work. The founding members of AIA represented the nucleus of the Object Management Group (OMG) Property & Casualty Insurance Work Group, leading an international effort of more than 50 insurance carriers and technology vendors to develop a standard insurance business glossary and data model—the common language insurers use to define their business and their data.
Through this work, we observed a consistent challenge across the industry. While organizations recognized the importance of data and invested heavily in data management and analytics initiatives, many struggled to realize the expected business value. The issue was rarely the data model itself. Success depended on integrating data with an organization's business strategy, operational processes, technology, governance, culture, and people.
Those experiences demonstrated that effective data management is fundamentally a business discipline—not simply a technology initiative. Standards and data models create the foundation, but meaningful business results occur only when information is aligned with the way an organization plans, operates, measures performance, and makes decisions.
Recognizing this need, we founded Agile Insurance Analytics to help insurers bridge the gap between data, operations, and business performance. Our early engagements focused on data quality, data governance, and enterprise information management. As clients recognized that data issues were often symptoms of broader operational challenges, our work naturally expanded into process optimization, organizational effectiveness, project management, technology modernization, and strategic planning.
Nearly twenty years later, our mission remains unchanged. We help insurance and financial organizations connect strategy, operations, technology, and information to improve performance, strengthen decision-making, and deliver measurable business results.
Principals help lead the OMG insurance data-model and business-glossary working groups.
A practitioner-led performance advisory built to serve property & casualty insurers.
IT stabilization, QA transformation, leadership transition, and process improvement across carriers, MGAs, and brokerages.
We customize conclusions and recommendations around what's practical and reasonable — leveraging the work and processes already in place and fitting your capabilities.
Hands-on experience across many engagements as well as serving as operational managers within insurance and financial organizations.
Cyber risk is addressed as part of modernization, governance, and process work — built into the engagement rather than bolted on after the fact.
Our team possesses extensive experience in system development and project management disciplines, technologies, planning, and organizational reporting. This includes experience in the day-to-day management of projects, project management problem solving, and project quality checks and balances.
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Tell us where you want to perform better — we'll bring the experience, the framework, and a pragmatic plan to get there.