Our Services

What We Do As Advisors

Strategic Reviews

This includes a multi-dimensional review of current strategies and an analysis of possible strategic changes. Insurex is capable of dealing with both high-level issues and those issues surrounding effective execution and innovative disruptive technology strategies. Insurex Founding Partners have the depth of experience to help clients execute strategies to drive change and improve performance. We represent a group of experienced leaders who are execution Partners on all projects, maintaining a hands-on approach to lead clients toward the successful culmination of each assignment.

Interim CEO Assignments

Insurex Founding Partners provide a level of CEO expertise that is simply not available elsewhere for interim CEO positions. Typically, these assignments involve troubled companies (or divisions) that are in need of immediate actions to increase growth and cash flow, and often in need of management evaluation and a new strategy.

Mergers and Acquisitions

CEO’s and Boards benefit from our Founding Partners’ objective, yet hands-on, experience involving purchase or sales transactions. Unlike the investment banking community who focuses primarily on transactions, we assist with the difficult issues and decisions that confront the CEO.

Strategic and Operational Projects

Insurex is able to bring resources together in a way that can quickly jump start faltering projects. These projects frequently include the need for a strong change in management and new ideas. Our strategic experience allows us to be content experts with the following:

  • Lead Project Execution
  • Insurtech Innovations
  • Distribution Systems
  • Operations
  • Financial
  • Executive Mentoring
  • Product Innovations
  • Capital Sources
  • Succession Planning
  • Staffing and recruitment
  • Digital Marketing and Distribution
  • Digital Fulfillment
  • Transformation
  • Board Participation
  • Outsourcing

Innovative Marketing Programs

Insurex is on the cutting edge of changes in distribution, product and marketing. It can help clients design modern programs that are connected to new, alternative distribution channels. With so much disruption in distribution and the opportunity to objectively view how technology is impacting the industry, our Founding Partners are very experienced in solutions that could have a major impact on how to address disruptive changes.


There are many business problems that can be solved through the creative use of reinsurance transactions and relationships. Insurex Founding Partners are well-experienced in all uses of reinsurance and are familiar with a large network of reinsurers providing solutions to the needs of carriers.

Executive Mentoring

A significant strength of Insurex is that it’s Founding Partners can provide top level management objective advice, solutions and strategy without bias. Our experienced Founding Partners can provide additional resources, if necessary, while serving as a sounding board for the executive or executive team.

Insurtech Solutions

Insurex has Founding Partners that currently are thought leaders in the world of technology. We have Founding Partners who have successfully operated in creating advanced internal systems and who also have created digital marketing and distribution platforms to address the current state of disruption with legacy distribution systems and the aging agent community.